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.

Ver todos los episodios