Rajeev Thakkar (PPFAS) on overcoming Behavioral Biases in Investing | Know Your Fund Manager Ep-2
ฝัง
- เผยแพร่เมื่อ 14 มิ.ย. 2024
- Rajeev Thakkar, the Chief Investment Officer at PPFAS Mutual Fund, shares what kind of investor he is and how he overcomes behavioral biases in investing. A Chartered Accountant, a Cost Accountant, and a CFA Charterholder by profession, he talks to us about his gurus, current team members, investment principles, and how he picks stocks for the portfolio. He also touches upon what investors investing in PPFAS Mutual Fund schemes can expect in terms of performance.
Time Stamps
00:00 - 01:43 Coming up
01:44 - 02:45 Intro
02:46 - 07:09 Investor type
07:10 - 09:55 Guiding principles
09:56 - 18:42 How it started?
18:43 - 25:21 Lessons from Late Parag Parikh
25:22 - 26:32 Lessons from Warren Buffett
26:33 - 31:18 Equation with team members
31:19 - 34:53 Filters to selecting stocks
34:54 - 40:56 Investing style preference
40:47 - 43:39 Performance of the flexi fund
43:40 - 49:02 What to expect from fund?
49:03 - 50:29 Meditation practice
50:30 - 54:51 Managing across AUM levels
54:52 - 59:52 Day to day work
59:53 - 1:02:37 Netflix and books
1:03:00 - 1:08:52 Portfolio construction and foreign stocks
1:08:53 - 1:12:53 Key Managerial risk
1:12:54 - 1:14:58 Overcoming behavioural biases
1:15:01 - 1:18:32 Personal money goals
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Beginners Guide to Personal Finance
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Nice interview.One of the best fund managers. I have invested 50 lakhs in his fund via SIP and current value is more than 1cr
mai nhi maanta
Lie
😂@@abhishekparida19
Before calling this a lie, ask since when this SIP is being made...
I could have a also called this a lie for exactly the opposite reason than the rest are.... because my periodic investments in this fund since 2015 has actually tripled!
I am also getting 45% return but I am doubting over his/her invested amount which claimed to be 50lakhs, and he will not tell about his sip Details because he never did.
Rajeev, Sir, is great. His style of investment is totally different from rest of the industry
Great interview! The host truly excelled in her role, guiding the conversation skillfully
This was brilliant!! Thanks for getting this to us. Always a pleasure to listen to Rajeev!
Kudos to the anchor for asking relevant and intelligent questions.
Excellent interview. The anchor is amazing and equally calm as Rajeev but asking all the right questions. Great job !! Btw, i am fan of PPFAS and currently consolidated all my MF investment through this AMC
Rajeev sir is so calm.One thing to learn from him.
Thanks Zerodha Varsity, waiting for more n more videos...
The anchor did an amazing job at hosting. And she is beautiful. ❤
Someone said holding your mobile phone in your hand while having a conversation or talking to a distinguished person makes the whole thing less important. Anyways, loved the show as we got to know a lot about our CIO and his thinking process in a different platform. Thanks.
Good Questions by the interviewer. It helps me a lot where to invest and how to.
Excellent job by the host 👌👌🎯🎯
Good interview, Well done, Ms.Satya Sontanam.
Nice one.
Thanks.
Great podcast love more to come
Rajeev sir have told in multiple interview to lower the expectations
Amazing interview.
Very nice podcast with Rajeev sir
Great interview!
Great interview......
Loved the podcast ❤
Inspiring person.
Really best interview 😊
Great interview..
Great Interaction 🎉
Really great interview
Informative. Seems he's very much into sports considering examples related to sports a couple of times.
Beautiful host❤❤
Gold standard!
PPFAS has lowest churn 4% and on other end we have Quant churning 300% types and beating all AMCs past 5 years. Can this momemtum style continue to outperform?
Missed asking the most basic question imo.. whats his view with regards markets being so overvalued (the general consensus amongst the value investors) and how should investors react
Great... Man... ❤
Good books to study investment
Could have asked about Parag Parikh Elss fund
10:20 investing style insight
Gold standard 🎉
For better audio quality, you should expose the mic of the interviewer.
Please Ask Question Regarding His Views on HDFC Bank.
Thanks❤
You can see the increase in stake of the mutual fund, showing that the group believes in HDFC
where do i get data about indian mutual fund industry in detail
Zerodha guys, thanks for the great opportunity to listen to Mr. Rajeev Thakkar. But please tell the lady interviewer to keep phone away. Looks really out of focused.
One of the best flexicap fund in the market ❤❤
Which one do you think can compete with it ? I mean the next best
@@Sandeesh_Srikantam quant flexicap
@@yaashg quant funds are having higher concentration in adani and Ambani stocks.
No. Quant holds them and sells off then after a while..there portfolio changes every month.@@Sandeesh_Srikantam
I agree
What about the listing of PPS
❤️❤️❤️
❤
💙
Sir .... Yu should try that Zerodha give ITR facility to its clients/traders against geniune charges especially the traders who except trading do nothing .... As they are loosing more with their CA Bosses.... Under a silent threat ....
rajeev thakkar is governor of Mutual Fund Industry
More than Dr cadre is what I can say
Dhandha to Parag Parikh se sikho😮
I dont know how rest of the guys felt.
But i feel interviewer made this conversation uninteresting.
Her questions were bad.
She should’ve asked questions in chronology order.
She didn’t simplify her questions. Having Thakkar like person you should just you know let them make open up and speak something new.
baith jao bhai