← back
Finance Podcasts | Ft. Asit Bhandarkar JM Mutual Fund
Takeaway
Past performance alone shouldn't drive MF choice — evaluate the fund house's process and turnaround story, as in JM Mutual Fund's recent revival.
Summary
- Interview with Asit Bhandarkar (10+ year fund manager at JM Mutual Fund) on how JM AMC recovered from its bad Sandeep Sabharwal era.
- Discusses process and people changes that led to JM's recent strong fund performance.
- Bhandarkar sees opportunity in manufacturing/engineering sector and flags concern over very high P/E names (e.g. a power stock at 800x P/E) in his portfolio.
- Survey-based context: 7 of 10 retail MF investors gravitate to top names by past performance — host urges looking beyond performance to process.
mutual fundsJM AMCfund manager
Original description
To support our channel use the link below IDFC free Credit Card (Free) - https://wee.bnking.in/ZTFkZTc1 AU Credit Card (Free) https://wee.bnking.in/NmZkNGQ4 You can compare Term Insurance here 👉https://bit.ly/46hsSJA You can compare Health Insurance here 👉 https://tinyurl.com/pgc9dcxc TELEGRAM: https://telegram.openinapp.co/money-purse Next 5 Years లో Multi Bagger ఇచ్చే Stocks ఇవే🟢 - In this Expert Interview series, we sit down with Asit Bandarkar, the distinguished fund manager at JM Financial, to delve into the intricacies of the financial markets and uncover potential high-growth sectors. With his extensive expertise in managing mutual funds and navigating market dynamics, Asit provides a comprehensive analysis of current market trends, the economic landscape, and investment opportunities that could yield multibagger returns in the future. Throughout the conversation, Asit shares his perspective on various sectors poised for substantial growth, including technology, healthcare, and renewable energy. He offers valuable advice on identifying promising companies within these industries and discusses the key factors driving their potential for exponential returns. Whether you're a seasoned investor or just beginning your financial journey, Asit's insights will equip you with the knowledge to make informed investment decisions. Tune in to gain a deeper understanding of the financial markets and discover where the next big opportunities lie. Don’t miss this chance to learn from one of the industry's leading experts and enhance your investment strategy for long-term success. Like Share Subscribe !! Stay In Touch👇 Also connect with us on👇 📷Instagram: https://www.instagram.com/moneypurseadv/ 🕊Twitter: https://twitter.com/Moneypurseadv 📱Facebook: https://www.facebook.com/moneypurseadv/ Thanks for watching.. Team Money Purse 00:00 Intro 04:01 Reasons behind the Performance 08:38 Process of the Fund house 12:34 What duration can you hold a stock ? 14:07 How to Pick stocks for Investment ? 17:11 Manufacturing and Power Sector Opportunity ? 22:45 Banking sector in Trouble ? 26:15 Golden period for Pharma Sector ? 28:33 Why Holding this High valued Stock ? 31:51 Chemical sector Revival ? 34:18 Take on IT Sector & New Age companies 37:11 Number stock Holdings in Portfolio 39:35 Risk Management of Funds 43:48 Watch these for Next 5 years 47:42 What Investors can expect ?