In this episode, we sit down with Manish Gunwani, the Head of Equities at Bandhan Mutual Fund, who manages over ₹37,700 crore in assets and oversees two 5-star rated funds — the Bandhan Smallcap Fund and Bandhan Large & Midcap Fund. With deep research and a long-term investment philosophy, Manish shares his insights on the Indian market, particularly the small-cap space, and his approach to valuations in today’s market environment.

Discover his views on the current market valuations and whether small-caps are still presenting opportunities.

Learn about Bandhan's deep research capabilities and their 600-700 stock universe in the small-cap sector.

Manish talks about the long-term potential of the manufacturing sector, AI disruption, and how geopolitical tensions are shaping investment decisions.

He shares his investment philosophy, focusing on quality businesses, even in a time of stretched valuations, and why the Indian currency’s stability is a positive for long-term foreign capital influx.

Get insights on asset allocation models, macro parameters, and valuation strategies used at Bandhan Mutual Fund for funds like the Bandhan Balanced Advantage Fund.

With a value bias in his portfolio, Manish explains how he balances growth and value investing to generate superior long-term returns.

Join us for a deep dive into the Indian equity market, investment strategies, and the outlook for small-cap stocks with one of the leading voices in the industry.