Mutual Fund Expert REVEALS Best Funds To Invest In | Kushal Lodha #252
Description
In this episode, I sat down with Dhirendra Kumar, the Founder and CEO of Value Research, for a deep dive into his decades-long investing journey.Dhirendra shared insights from his very first investment back in 1990 during the Harshad Mehta era and revealed some of his all-time top-performing mutual funds, like the Franklin Tax Shield.We discussed his personal investment philosophy, including his 100% equity allocation (split between mutual funds and stocks) and his non-negotiable rule for stock picking: earnings must be supported by cash flow.Highlights from our conversation include:His Personal CAGR: Dhirendra shared that his mutual fund portfolio has generated an 18-19% CAGR, with his direct stocks achieving a 22-23% CAGR.Stock-Picking Thesis: He walked me through his detailed analysis for investing in companies like InterGlobe Aviation (IndiGo), Coromandel International, and VST Tillers.Long-Term SIPs: He told the incredible story of how a long-term SIP in the HDFC Flexi Cap Fund, started for his daughter, ultimately sponsored her master's degree in the US.Market Views: He gave his take on gold as an asset, the Quant mutual fund front-running crisis, and his optimistic outlook on WhiteOak Capital Mutual Fund.Advice for New Investors: He provided a clear framework for young investors, emphasizing the power of SIPs and warning against common pitfalls like NFOs and thematic funds.💡 Don’t forget to like, share, and subscribe for more such insightful conversations with top achievers from across the world!
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