Investment Approach of ICICI Pru Mutual Fund ft. Sankaran Naren | Know your fund Manager Ep 3
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- čas přidán 3. 07. 2024
- ICICI Pru Mutual Fund is one of the top fund houses in India that manages more than ₹7 lakh crore. In this episode, Sankaran Naren, the Chief Investment Officer at ICICI Pru MF, shares the fund house’s approach to investing such large amounts of public money. Naren is known for his contrarian style of investing, which revolves around the belief that markets move in cycles and that these cycles always tend to mean revert.
What is it and how does it matter to you?
Imagine you are on a flight, and suddenly the plane hits turbulence. If you're not familiar with flying and don’t understand why turbulence occurs, you might panic, thinking the plane is in serious trouble. But if you know that turbulence is a common occurrence and that airplanes are designed to withstand it, you’re more likely to stay calm. Similarly, when you invest in a fund following a certain style, if you don’t know when that style works and when it doesn’t, your decisions will be impacted by panic and fear.
So, here you go: if you are an investor in any of the ICICI funds, you have to watch this entire episode.
Time Stamps
00:00 - 1:15 - Coming Up
1:16 - 2:40 - Intro
2:41 - 6:38 - Mark Sellers’ speech
6:39 - 23:14 - Contrarian style
23:15 - 27:20 - Value investing
27:21 - 30:33 - Structural investing
30:34 - 38:17 - Temperament
38:18 - 40:25 - Full-time investor
40:26 - 56:24 - Funds (Value discovery, special opportunities)
56:25 - 1:08:44 - Naren as CIO
1:08:45 - 1:12:16 - Gurus of Naren
1:12:17 - 1:15:16 - Rapid Fire
1:15:17 - 1:15:29 - Outro
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This young interviewer will go places. Very well orchestrated interview. As usual, Mr Naren is articulate and open. Very knowledgeable speaker to say the least.
Hosting is pathetic with the "ah", "umm" and "you know". Watch Moneycontrol's videos where Mahalakshmi ma'am is the host. To The brim knowledge and excellent presentation.
I like all her interviews. Unhurried, all long form and gets into details and every guests bring out something new or new perspective we were not aware of.
@@JishnuChatterjee Mhalkashmi is a milf
Cycles explained so beautifully by Shankar
Great video, ICICI Pru Mutual Fund follows a disciplined investment approach, focusing on long-term growth
Yeah, They have a strong track record in both equity and debt funds. For equities, they focus on sectors poised for growth, such as technology, pharmaceuticals, and financial services. Their debt funds prioritize high-quality credit instruments to manage risk effectively.
Additionally, they offer a range of funds catering to different risk appetites and investment goals. For instance, the ICICI Prudential Bluechip Fund targets large-cap stocks, offering stability, while the ICICI Prudential MidCap Fund aims for higher returns through mid-cap stocks.
With the current economic environment in India, including fluctuating interest rates and inflation, ICICI Pru Mutual Fund's diversified approach can be beneficial. That is if there is an advisor who can help you.
The problem is that people don't have the knowledge needed to succeed in a challenging market. Only highly qualified professionals who had to experience the 2008 financial crisis could help to earn a high in these challenging conditions.
Recently, I've been considering the possibility of speaking with consultants. I need guidance because I'm an adult, but I'm not sure if their services would be all that helpful.
As usual brilliant talk by Mr. Naren. My respect for him is going up and up since last few years. Had always heard about him as a star fund manager but he's beyond that seems. Thanks Zerodha for bringing him.
I have become a fan of Mr. Naren. I have been investing in Value Discovery Fund for 5+ years.
Great to know his thought process & conviction!
Naren Sir at his best as always. Kudos to the person who interviewed as well, she seems to be really involved in the interview. I see a CNBC TV Latha Venkatesh/Shareen in her. Wish her all the very best.
To be a successful business owner and investor, you have to be emotionally neutral to winning and losing. Winning and losing are just part of the game. Risk comes from not knowing what you are doing
With Bitcoin ETFs gaining popularity, some predict the price might reach $100k. Should I consider investing my $500k cash savings now, or have I missed the optimal time for potential gains?
I recently sold half my tech stock holdings due to all-time highs, leaving me with $400k. Should I invest in ETFs now or wait for a market correction considering potential inflation?
James Clark's market insights have consistently led to profitable decisions.
Celebrating a $30k stock portfolio today from a $6k start. Investing wisely has given me time for family and future plans.
From $37K to $45K that's the minimum range of profit return every week I thinks it's not a bad one for me, now I have enough to pay bills and take care of my family.
Humble veteran and Stalwart. Great Respect to him and team.
What a great personality and so knowledgable. Loved hearing his views here at Varsity. Great questions and interview. Proud to have held VD fund.
Seriously what a good podcast, quality content and lots of learing , The interviewer made Mr Narien speak
Lovely interview. Always a fan of both Sankaran Naren and Zedodha. Good questions from the host. ❤
What a terrific interview. Naren is not just one of the best in the field, he is very articulate and his messages come across so clearly!
Today We have become crorapati’s because of listening to his good wisdom since 2010’s! Thank You Shankar Naren ji. With pride awaiting for the moment that our twin kids will soon become croropati though your multi asset fund before they turn 10ish!🙏🙏🙏🙏🙏🙏🙏
Naren sir is the most knowledgeable person and the must humble at the same time.
S Naren a pure gem
Amazing amazing content thank you Varisty team and kudous to the host, Can we have Sandeep Tandon from Quant Mutal Fund as our next guest, his contrarian insights would be wonderful to explore. Thank You
Brilliant questions.
Great interview. Please keep it up and bring more of it. Indians must be very passionate to invest in making India world's best economy. It is people who makes the difference with committed and 24/7 involved leaders. India needs serious politicians holding highest values. Our parliament should have highly constructive discussions and use people's money most effectively. Long live India and its most hardworking people.
This id highly informative. Thank you, Varsity team
the speaker4 is soo well spoke and questions are soo well put . ( excelleent QnA ) we need more, fantastic job ZERODHA !!
Well done Satya. Long way to go 👏👏👏
Excellent . Pls do such sessions with other CIOs
Very good interview!!!!! Mr. Shankar is great but the interview questions were very well put.
Nice meeting 🎉🎉
Good interview 🎉
Today bestest Macro management under Present Govt Since 1947 .🎉
Management & good long term business es are more important 🎉🎉
Just super you both
quant frenzy investors take note. they in for shock long term.
Which talk by mark sellers?
the narrative at 51.30 min is too good.
What is the name of this interviewer - she had gone go deep into preparing for this interview
Can someone share Mark Sellers speech as mentioned by Naren?
Need smart person for asking right question to mighty Naren sir.
He is talking about Morgan Stanley Growth fund scheme.
How long do u hold a stock despite no or negative return ? In the past which stock and how long did it not perform ?
So many times the anchor says "you know" !!!
Super
Not giving brokerage to ARN HOLDERS in regular plan done by customers before 2019…
As adani is going to replace wipro in sensex, is not it very negative for wipro.
Anyone who can provide summary? Would be helpful.
Your content is valuable and the information you're sharing is great, but the constant "ah," "umm," and "you see" are QUITE distracting. Consider editing these out or practicing your delivery to make your videos more engaging and professional. Thanks for the insights on investing! (Dear producer team, change this host).
Watch Moneycontrol's videos where Mahalakshmi ma'am is the host. To The brim knowledge and excellent presentation.
ICICI Prudential Bluechip is the worst performer mutual fund
The interviewer has no experience.
Don't be too hard on her. Most people would be nervous and start stuttering in front of such a legend as Naren sir😊
And what have you achieved in life with your experience, mr. Nameless wonder?
Asking the questions and then letting the main guy talk without interruption is maturity and she showed it. Rather this than other interviewers who've been doing this for 10yrs and forget the audience doesn't care what their belief is and want to listen to the other guy.
Nice Interviewer
7 lacs cr is Managing with his great teams 😮😮
No Noble Laureate able to Manage,I m still sure 😂😂😂
To be a successful business owner and investor, you have to be emotionally neutral to winning and losing. Winning and losing are just part of the game. Risk comes from not knowing what you are doing
Successful investment starts with clear goals and risk assessment, often best done with a financial advisor's help.