Are you an investor in any of the Kotak Mutual Funds like Kotak Flexi Cap, Kotak Opportunities Fund, Kotak Small Cap, Kotak Emerging Equity or Kotak Multi Cap Fund?
Then you have to watch this video to understand how your money is invested and what to expect in terms of returns.
Satya Sontanam from Zerodha Varsity catches up with the fund house's Chief Investment Officer, Harsha Upadhaya, and CEO, Nilesh Shah, to ask questions on your behalf.
This is Ep 10 in the Know Your Fund Manager series
Time Stamps
00.00 - coming up
01:15 - Nilesh Shah view on markets in 2025
03:44 - India's growth story
07:43 - Returns from equity, debt, Gold and real estate
11:33 - communication with investors
17:04 - When Kotak MF underperforms and outperforms
21:50 - What did Uday Kotak say to Nilesh Shah?
26:44 - Story of youngest employee as head of research
31:10 - picking a MF scheme
36:25 - Wrong answers
37:30 - Book recommendations
38:59 - Harsha Upadhaya, Investment officer at Kotak MF
40:40 - Growth at a reasonable price style
42:40 - What to expect from Kotak MF returns
47:34 - Kotak Flexi Cap and Kotak Opportunities Fund
53:09 - Kotak Small cap and Kotak Emerging Equity
55:24 - Kotak Multi Cap Fund
57:20 - Do the funds follow Momentum?
59:49 - Investing as a newbie in mutual funds
Links to Refer
Ep 1- Vishal Jain of Zerodha Fund House
https://www.youtube.com/watch?v=1uY1d48aiak&list=PLX2SHiKfualEEJpRnxNpm59SWMJzTo4lM&index=1
Ep 2 - Rajeev Thakkar of PPFAS MF
https://www.youtube.com/watch?v=SJevNDWJb8w&list=PLX2SHiKfualEEJpRnxNpm59SWMJzTo4lM&index=2
Ep 3 - Sankaran Naren of ICICI Pru MF
https://www.youtube.com/watch?v=34V3jDDFL00&list=PLX2SHiKfualEEJpRnxNpm59SWMJzTo4lM&index=3&t=1701s
Ep 4 - Shridatta Bhandwaldar of Canara Robeco MF
https://www.youtube.com/watch?v=UKzWYQ8B5ec&list=PLX2SHiKfualEEJpRnxNpm59SWMJzTo4lM&index=4
Ep 5 - Vinit Sambre of DSP Mutual Fund
https://www.youtube.com/watch?v=cQ5H33c17xs&list=PLX2SHiKfualEEJpRnxNpm59SWMJzTo4lM&index=5&t=602s
Ep 6 - Sanjay Chawla of Baroda BNP Paribas Mutual Fund
https://www.youtube.com/watch?v=Kb6jB1I2U3Q&t=4s
Ep 7 - How does Mirae Asset Mutual Fund Invest?
https://www.youtube.com/watch?v=f5LQOolyMRg&list=PLX2SHiKfualEEJpRnxNpm59SWMJzTo4lM&index=7
Ep 8 - What to expect from HDFC Mutual Fund Schemes? Ft. Chirag Setalvad
https://www.youtube.com/watch?v=_4YjbHlhyZo
Ep 9 - Should you continue SIP in Quant Mutual Funds? ft. Sandeep Tandon | Know Your Fund Manager
https://www.youtube.com/watch?v=dbHxTCUPyl
Learn more about Mutual Funds here: https://zerodha.com/varsity/chapter/introduction-to-mutual-funds/
Other Important Links
You can put your stock market knowledge to the test by taking the Varsity Certification test here: https://zerodha.com/varsity/certified/
Social Media
Twitter - https://twitter.com/ZerodhaVarsity
LinkedIn - https://www.linkedin.com/company/varsity-by-zerodha%C2%AE
Instagram - https://www.instagram.com/zerodhavarsity/?hl=en
Varsity Newsletter - https://zerodhavarsity.substack.com/
Audio Podcast (Spotify) - https://open.spotify.com/show/6tCBkWtxqjKOILJvSgREAA
Audio Podcast (Apple) - https://podcasts.apple.com/us/podcast/side-notes-by-zerodha-varsity/id1778022935
#analysis #investing #finance #stockmarket #financialeducation #varsity #zerodha #mutualfund #kotak #scheme
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