Mutual Fund Expert REVEALS Best Funds To Invest In | Kushal Lodha #252

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In this episode, I sat down with Dhirendra Kumar, the Founder and CEO of Value Research, for a deep dive into his decades-long investing journey.

Dhirendra shared insights from his very first investment back in 1990 during the Harshad Mehta era and revealed some of his all-time top-performing mutual funds, like the Franklin Tax Shield.

We discussed his personal investment philosophy, including his 100% equity allocation (split between mutual funds and stocks) and his non-negotiable rule for stock picking: earnings must be supported by cash flow.

Highlights from our conversation include:

His Personal CAGR: Dhirendra shared that his mutual fund portfolio has generated an 18-19% CAGR, with his direct stocks achieving a 22-23% CAGR.

Stock-Picking Thesis: He walked me through his detailed analysis for investing in companies like InterGlobe Aviation (IndiGo), Coromandel International, and VST Tillers.

Long-Term SIPs: He told the incredible story of how a long-term SIP in the HDFC Flexi Cap Fund, started for his daughter, ultimately sponsored her master's degree in the US.

Market Views: He gave his take on gold as an asset, the Quant mutual fund front-running crisis, and his optimistic outlook on WhiteOak Capital Mutual Fund.

Advice for New Investors: He provided a clear framework for young investors, emphasizing the power of SIPs and warning against common pitfalls like NFOs and thematic funds.

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Timestamp:

00:00 Trailer & Introduction
02:54 Investment in First Mutual Fund
10:37 Open-Ended vs Close-Ended Funds
13:02 Personal Asset Allocation
18:13 Gold & Silver: Detailed Discussion
29:30 Returns on Personal Portfolio
35:45 Right Amount of Stocks & Mutual Funds
48:22 Top 3 Mutual Fund Investments
57:14 Is Investing in Index Funds a Good Idea?
1:05:32 Dhirendra’s Favourite Mutual Funds
1:16:16 What Should Young Investors Do?
1:20:42 Quant Mutual Fund Incident: Deep Dive
1:32:27 Viewpoint on WhiteOak Capital
1:35:24 What Should Investors Consider Before Investing?
1:40:29 Investing in IPOs?
1:44:17 Framework for Stock Investing
2:08:52 How to Determine ‘Fair Value’?
2:16:21 Lessons from Late Mr. Parag Parikh
2:18:20 Conclusion
2:18:43 Outro
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Видео Mutual Fund Expert REVEALS Best Funds To Invest In | Kushal Lodha #252 канала Kushal Lodha