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How Nippon India’s Meenakshi Dawar Navigates Value Traps and Finds New Growth Stories

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Manage episode 497142276 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://player.fm/legal.

In this episode, Meenakshi Dawar—Senior Fund Manager, Equity Investments at Nippon India Mutual Fund—shares her market outlook and investment strategy amid today’s uncertain environment. With over ₹22,000 crore in AUM, she manages the four-star-rated Nippon India Aggressive Hybrid Fund and Nippon India Value Fund.

Meenakshi discusses:

  • Why Indian markets are in a consolidation phase

  • How she’s managing risk amid stretched valuations and slower growth

  • Her top-down sector and bottom-up stock selection framework

  • How to avoid value traps and identify undervalued opportunities

  • Why she’s bullish on power and consumer durables

  • The differences in positioning between Nippon’s Value, Flexi Cap and Aggressive Hybrid Funds

  • Risk management in mid- and small-cap allocations

Whether you're a long-term investor or tracking tactical opportunities, this conversation is packed with real insights from one of India's top-performing fund managers.

  continue reading

999 episodes

Artwork
iconShare
 
Manage episode 497142276 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://player.fm/legal.

In this episode, Meenakshi Dawar—Senior Fund Manager, Equity Investments at Nippon India Mutual Fund—shares her market outlook and investment strategy amid today’s uncertain environment. With over ₹22,000 crore in AUM, she manages the four-star-rated Nippon India Aggressive Hybrid Fund and Nippon India Value Fund.

Meenakshi discusses:

  • Why Indian markets are in a consolidation phase

  • How she’s managing risk amid stretched valuations and slower growth

  • Her top-down sector and bottom-up stock selection framework

  • How to avoid value traps and identify undervalued opportunities

  • Why she’s bullish on power and consumer durables

  • The differences in positioning between Nippon’s Value, Flexi Cap and Aggressive Hybrid Funds

  • Risk management in mid- and small-cap allocations

Whether you're a long-term investor or tracking tactical opportunities, this conversation is packed with real insights from one of India's top-performing fund managers.

  continue reading

999 episodes

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