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.
Why the current correction is a cyclical reset, not a red flagThe slowdown in mid and small caps, and when recovery may beginHis BMV (Business, Management, Valuation) investing frameworkAdjustments made to Flexi Cap, Focused, and Balanced Advantage FundsRisks to the Indian equity market in 2025, including geopolitics and global tradeKey learnings from over three decades in fund managementHe 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.
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