In this episode, we feature Chirag Setalvad, Head of Equities at HDFC Asset Management Company, one of India's most seasoned and respected fund managers. Chirag shares deep insights on his investing philosophy, lessons from his mentor Sanjoy Bhattacharyya, and how the HDFC AMC equity strategy has evolved over the years.
Core principles from Sanjoy Bhattacharyya that shaped Chirag's investing journeyWhy simplicity, independent thinking, and long-term focus matter more than chasing trendsHow HDFC evaluates stocks across large, mid, and small capsViews on current market valuations, margin cycles, and sector opportunitiesWhy size isn't the biggest challenge in managing large funds like HDFC Midcap Opportunities and Small Cap FundActive vs passive investing: Chirag's take on mid-cap index funds vs alpha generationA look into HDFC AMC's conservative-yet-adaptive investment frameworkWhether you're a retail investor, mutual fund enthusiast, or market student, this conversation offers a rare perspective into the thought process behind one of India's leading asset managers.