Chirag Setalvad on Stock Picking, Valuations & the Evolution of HDFC AMC's Investment Strategy

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5d ago 41:43

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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.

Key highlights:

Core principles from Sanjoy Bhattacharyya that shaped Chirag's investing journey
Why simplicity, independent thinking, and long-term focus matter more than chasing trends
How HDFC evaluates stocks across large, mid, and small caps
Views on current market valuations, margin cycles, and sector opportunities
Why size isn't the biggest challenge in managing large funds like HDFC Midcap Opportunities and Small Cap Fund
Active vs passive investing: Chirag's take on mid-cap index funds vs alpha generation
A look into HDFC AMC's conservative-yet-adaptive investment framework

Whether 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.

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