What’s really driving the markets right now—and where might they head next?

In this exclusive interview, Atul Bhole, fund manager at Kotak Mutual Fund, breaks down market trends, valuation concerns, and smart shifts in portfolio strategy. With over ₹65,000 crore in assets under management and two four-star-rated funds—Kotak Midcap Fund and Kotak Aggressive Hybrid Fund—under his watch, Bhole brings deep insights on how he’s navigating a volatile environment.

 Tune in to hear:

Why recent market fatigue may be temporary

Whether mid- and small-cap valuations are frothy—or justified

What festive season indicators Bhole is watching closely

The non-negotiables in his investment playbook: management, business strength, and growth

The sectoral rotation that powered Kotak Midcap Fund’s rebound from third to first quartile

What signals he tracks before buying or trimming a stock

This episode is a must-listen for serious investors, mutual fund followers, and anyone interested in understanding how a fund manager thinks through volatility, fundamentals, and opportunity.