Fund administrator How Prateek Poddar selected the winner for the Innovation Fund Bandhan MF
Modified excerpts from cats:
At a time when the wider market with its own capital tried to bring positive revenues, how do you explain the ability of the Bandhan innovation fund to provide double -digit revenues?
Although it is true that the wider market has tried to bring positive revenues, I believe that the return on funds is the result of my investment process, which is to have long -term investment thinking (mostly to think as the owner of the company), focus on deep research and have a diversified set of shares across sectors.
What are the key factors that have allowed the fund to overcome the Nifty 500 TRI so wide margins in just a 1.5 -year -old traction?
Although it is true that the fund was an exceptional start, I would use investors that it is a thematic fund, and therefore the performance should be assessed for a cycle (possible 3-5 years) and frankly, the market was very kind; As for the factors to overcome, the choice of security has now been a key driving force for power.
How do you ensure that your innovation can be buzzing with your investment, how do you ensure that your shares are supported by Fandamentals rather than just the thematic narrative?
While innovations can mean different things in different sectors and funds, Bandhan Mutual Funds, we are considering innovations in terms of profit changes or companies that create new products/services leading to high Opex or Capex. These are two large decision -making filters which companies will be added to the portfolio.
How does it help with more capitalization to capture opportunities across sectors without a portfolio exhibition to the risks of concentration?
Multiple cap access is rather the result of industry/securities where we see innovations, because today innovation is limited to 1-2 sectors (although it is a general perception), in my opinion there is at least 4-5 industries where innovation quotient is relatively high. If you look at the market today, are you looking for more opportunities led by innovations in traditional sectors receiving new technologies or in newer disturbing stores?
Innovation is constant – in our opinion, while the degree of innovation depends on the industry in which the society operates, but that is something that every society has to do to protect its terminal value and create value for all parties, we see the opportunity to innovate in traditional stalls.How in an environment where global uncertainty and domestic policy changes continue to affect markets, how to balance between value and growth, while remaining faithful to the innovation topic?
In investing, we avoided growth in value and narration. My only focus is to look at the potential that security can generate in the medium term when deciding on investment. As long as the obstacle is listed, we like to invest.
Which sectors do you think will lead the next stage of market growth and what leads your beliefs?
Since the last month we have been quite vocal, this fuel consumption will be one of the bearers of the Ter Breaks. The conviction is supported by monetary policy (interest rates reduction) of the monon (leading to rural revival) and fiscal policy (reducing income tax) associated with the recent announcement of GST cuts.
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