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Mid & Small Cap Reset or Risk? Sanjay Chawla of Baroda BNP Paribas MF Explains the Market Slowdown
Manage episode 485139150 series 3488085
Content provided by Value Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Value Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Indian equities have entered a volatile phase, with mid- and small-cap stocks bearing the brunt of the correction since late 2024. In this insightful episode, we sit down with Sanjay Chawla, Chief Investment Officer (Equity) at Baroda BNP Paribas Mutual Fund, who manages ₹12,000 crore across seven equity schemes.
Sanjay discusses:
- Why the current correction is a cyclical reset, not a red flag
- The slowdown in mid and small caps, and when recovery may begin
- His BMV (Business, Management, Valuation) investing framework
- Adjustments made to Flexi Cap, Focused, and Balanced Advantage Funds
- Risks to the Indian equity market in 2025, including geopolitics and global trade
- Key learnings from over three decades in fund management
He also shares his guidance for retail investors on navigating volatility and strategically allocating between large, mid, and small caps.
Whether you're an investor concerned about market timing or looking to understand fund strategies better, this episode offers clear, experience-backed insights.
Subscribe for more expert views on mutual funds, market cycles, and investment strategies.
998 episodes
Share
Manage episode 485139150 series 3488085
Content provided by Value Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Value Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Indian equities have entered a volatile phase, with mid- and small-cap stocks bearing the brunt of the correction since late 2024. In this insightful episode, we sit down with Sanjay Chawla, Chief Investment Officer (Equity) at Baroda BNP Paribas Mutual Fund, who manages ₹12,000 crore across seven equity schemes.
Sanjay discusses:
- Why the current correction is a cyclical reset, not a red flag
- The slowdown in mid and small caps, and when recovery may begin
- His BMV (Business, Management, Valuation) investing framework
- Adjustments made to Flexi Cap, Focused, and Balanced Advantage Funds
- Risks to the Indian equity market in 2025, including geopolitics and global trade
- Key learnings from over three decades in fund management
He also shares his guidance for retail investors on navigating volatility and strategically allocating between large, mid, and small caps.
Whether you're an investor concerned about market timing or looking to understand fund strategies better, this episode offers clear, experience-backed insights.
Subscribe for more expert views on mutual funds, market cycles, and investment strategies.
998 episodes
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Similar to Value Research
An award-winning cannabis podcast for women, by women. Hear joyful stories and useful advice about cannabis for health, well-being, and fun—especially for needs specific to women like stress, sleep, and sex. We cover everything from: What’s the best weed for sex? Can I use CBD for menstrual cramps? What are the effects of the Harlequin strain or Gelato strain? And, why do we prefer to call it “cannabis” instead of “marijuana”? We also hear from you: your first time buying legal weed, and how ...
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The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
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The day's biggest news dissected by the day's newsmakers. Diverse opinions from across the political spectrum. The show that makes you decide, are you the Left, Right or the Centre?
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continue reading
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