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Listen "How Nippon India’s Meenakshi Dawar Navigates Value Traps and Finds New Growth Stories"
Episode Synopsis
In this episode, Meenakshi Dawar—Senior Fund Manager, Equity Investments at Nippon India Mutual Fund—shares her market outlook and investment strategy amid today’s uncertain environment. With over ₹22,000 crore in AUM, she manages the four-star-rated Nippon India Aggressive Hybrid Fund and Nippon India Value Fund.
Meenakshi discusses:
Why Indian markets are in a consolidation phase
How she’s managing risk amid stretched valuations and slower growth
Her top-down sector and bottom-up stock selection framework
How to avoid value traps and identify undervalued opportunities
Why she’s bullish on power and consumer durables
The differences in positioning between Nippon’s Value, Flexi Cap and Aggressive Hybrid Funds
Risk management in mid- and small-cap allocations
Whether you're a long-term investor or tracking tactical opportunities, this conversation is packed with real insights from one of India's top-performing fund managers.
Meenakshi discusses:
Why Indian markets are in a consolidation phase
How she’s managing risk amid stretched valuations and slower growth
Her top-down sector and bottom-up stock selection framework
How to avoid value traps and identify undervalued opportunities
Why she’s bullish on power and consumer durables
The differences in positioning between Nippon’s Value, Flexi Cap and Aggressive Hybrid Funds
Risk management in mid- and small-cap allocations
Whether you're a long-term investor or tracking tactical opportunities, this conversation is packed with real insights from one of India's top-performing fund managers.
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