Sundeep Sikka: The Man Who Backed ETFs | Nippon India | MF Chronicles

Kenneth Andrade: The Mid-Cap Mogul | Old Bridge Capital | MF Chronicles

"The stock price determines the narrative of the street."  These words. Decades of investing wisdom. Kenneth Andrade has spent most of his career looking where others aren't. Before he became one of India's most respected mid-cap investors, he was a journalist studying businesses one report, one IPO and one industry at a time. His investing philosophy is surprisingly simple: when everyone is looking in one direction, start asking what they're missing. We get into: * The transition from journalism to investing * Why mid-caps became India's discovery engine * What the dot-com bubble taught him * How to think about market cycles * Why dominant businesses survive downturns * Active vs passive investing * The psychology of underperformance * Where he sees opportunity today The biggest takeaway isn't about mid-caps. It's about curiosity, patience and surviving long enough to be right. Recommended for: Investors, fund managers, finance students, equity researchers, CFA aspirants, and anyone trying to build conviction in an increasingly noisy market. —----------------—----------------—---------------- —----------------—----------------—---------------- Connect with me across social media. Stream the MF Chronicles podcast on your favourite app. - https://linktr.ee/vikaasmsachdeva [https://linktr.ee/vikaasmsachdeva] ---------------------------------------------------------------------- 📌 Disclaimer: All visuals and graphics used in this video belong to their respective owners. Credits are mentioned on-screen wherever applicable. -------------------------------------------------------------------- Chapters: 00:00 Presented By 00:04 Trailer 01:35 Disclaimer 01:38 Mid-Cap Origins 03:57 The Journey 06:10 Journalist to Investor 09:04 First Investment 09:49 Finding Winners 11:12 Mid-Cap Growth 13:23 Growth Cycles 16:44 Investor Mindset 20:36 Reality Check 21:51 Investment Framework 29:23 Promoter Profile 32:02 Industry Cycles 34:20 Investment Filters 35:23 Reading Signals 37:19 Staying Consistent 40:53 Performance Pressure 43:51 Risk Management 45:31 Exit Decisions 47:43 Active vs Passive 50:17 Future Outlook 52:16 AI & Investing 53:54 Audience Q&A 53:58 Spotting Bargains 55:27 Macro Trends 56:39 Lessons Learned 57:19 Final Thoughts 57:47 End Credits [Kenneth Andrade, Kenneth Andrade podcast, Kenneth Andrade interview, MF Chronicles, mid cap investing, mid cap stocks India, mutual fund investing, stock market investing India, value investing India, active investing, passive investing, active vs passive investing, stock market podcast, investing podcast India, wealth creation, long term investing, portfolio management, investment strategy, equity investing, stock picking, market cycles, business cycles, investor mindset, alpha generation, mutual fund manager, fund manager interview, investing lessons, stock market education, Indian stock market, investment philosophy]

Sundeep Sikka: The Man Who Backed ETFs | Nippon India | MF Chronicles

“Why beat the market… when you can simply access it?” For years, ETFs in India quietly stayed in the background while active investing took centre stage. But somewhere along the way, passive investing stopped being an alternative and started becoming infrastructure. My conversation with Sundeep Sikka, ED & CEO of Nippon India Mutual Fund, goes far beyond ETFs. We spoke about conviction, investor behaviour, scale, and why some of the biggest shifts in investing happen slowly… until suddenly everyone notices them. We get into: ● Why India took time to accept ETFs ● The Goldman Sachs acquisition and the early passive bet ● How ₹6,000 crore became ₹2.26 lakh crore ● Why ETF growth is really a story of behaviour change ● Gold ETFs, demat accounts, and post-Covid retail participation ● The philosophy of “profit is a byproduct” ● Why risk management is an invisible parachute ● Active vs Passive and why both will coexist Some conversations explain products. This one explains how investing culture changes. The episode starts with ETFs, but somewhere along the way, it becomes a conversation about how India builds wealth. —----------------—----------------—---------------- —----------------—----------------—---------------- Connect with me across social media. Stream the MF Chronicles podcast on your favourite app. - https://linktr.ee/vikaasmsachdeva ---------------------------------------------------------------------- 📌 Disclaimer: All visuals and graphics used in this video belong to their respective owners. Credits are mentioned on-screen wherever applicable. -------------------------------------------------------------------- Chapters: 00:00 Presented By 00:05 Trailer 01:24 Disclaimer 01:27 Passive Investing Rise 03:06 Selling ETFs Early 05:34 Goldman Sachs Deal 08:01 Betting on Trends 10:07 Passive Investing Boom 11:53 EPFO Enters ETFs 14:08 CPSE ETF Partnership 15:14 Institutional ETF Push 16:52 Retail ETF Journey 20:16 Why Back ETFs? 28:04 Active vs Passive 30:26 Distributor Dynamics 32:07 Rise of FOFs 33:39 Risk Management Philosophy 36:41 Sundeep’s Philosophy 41:22 Understanding Tracking Error 42:31 Dominant ETF Types 45:31 India vs Global Investors 50:11 Audience Q&A 50:16 Investing at Highs 51:52 Reaching Young Investors 54:21 Importance of Allocation 55:24 First-Time Investing 57:10 Final Thoughts 58:03 End Credits [ETFs, Passive Investing, Sundeep Sikka, Nippon India Mutual Fund, MF Chronicles, Index Funds, Investing India, Mutual Funds India, Retail Investing, Wealth Creation, Financialisation, Active vs Passive, Gold ETFs, Risk Management, Investor Behaviour, Demat Accounts, Long Term Investing, Indian Markets, ETF Investing, India Growth Story]

Navneet Munnot: The Man Who Saw It All | HDFC AMC | MF Chronicles

When your money could double in 5 years back in those days… why would you take market risk?It’s easy to forget that this was once the norm. To really understand that shift, I spoke to Navneet Munot, Managing Director & CEO, HDFC AMC. There was a time when you didn’t need markets to make money. 14% was normal, debt did the job, and equity felt unnecessary. From that world to today’s world of SIP culture - let’s understand how India’s relationship with markets actually evolved. We get into: * Why equity was a tough sell in the 90s * How debt funds brought the first wave of investors * What actually built trust over time * The shift from institutions to everyday investors * And why time in the market still beats timing it And somewhere along the way, we realise - nothing about markets is easy… except the rules we keep ignoring. —----------------—----------------—---------------- —----------------—----------------—---------------- Connect with me across social media. Stream the MF Chronicles podcast on your favourite app. - https://linktr.ee/vikaasmsachdeva [https://linktr.ee/vikaasmsachdeva] ---------------------------------------------------------------------- 📌 Disclaimer: All visuals and graphics used in this video belong to their respective owners. Credits are mentioned on-screen wherever applicable. -------------------------------------------------------------------- Chapters: 00:00 Presented By 00:05 Trailer 01:14 Disclaimer 01:17 Meet The Guest 02:41 Inside The Early MF Industry 08:38 How Indian Investors Think 13:21 From Unit 64 To SIP Boom 21:11 The Rise Of AUM 24:17 How ELSS Took Off 28:08 Why FDs Dominated 36:56 The B30 Growth Story 40:51 Barni Se Azaadi Explained 45:25 Direct Plans: What Changed 51:03 Future Of Mutual Funds 56:36 Active vs Passive Debate 1:02:36 Rapid Fire Q&A 1:02:56 Q1: Geopolitics Impact 1:04:49 Q2: Demand Supply Shift 1:05:53 Q3: New Age Investors 1:06:53 Q4: Leadership Mindset 1:07:42 Closing Thoughts 1:08:45 End Credits 1:08:55 Riskometer & Disclaimer [fd vs mutual funds, fixed deposit vs equity, why fds popular, 14 percent interest india, debt vs equity india, indian investing journey, mutual funds india growth, sip investment india, why people avoid equity, stock market trust india, investor behaviour india, retail investors india, capital markets india, wealth creation india, long term investing india, market cycles india, fixed income india, bond returns india, equity investing india, financial evolution india, indian economy growth, mutual fund industry india, investment shift india, saving vs investing india, passive investing india, active investing india, portfolio allocation india, financial mindset india, stock market india insights, finance podcast india]

Dhirendra Kumar: The Data Doesn’t Lie | Value Research | MF Chronicles

Why do investors enter at the top… and exit at the bottom? Let’s break that down. In this episode, I’m joined by Dhirendra Kumar - Founder & CEO, Value Research, who’s seen India’s investing journey up close for over three decades. We get into: • Magnum Multiplier, Mastergain, and the frenzy of the 90s • How PSU mutual funds shaped early investing in India • The shift from share certificates to SIPs and digital access • Why investors still end up chasing performance • Investing vs just collecting funds • Active vs passive: skill vs discipline • Why star fund managers can be a trap • How regulation actually helped the industry grow • What real portfolio data says about investor behaviour • And why discipline quietly does the heavy lifting From paper-based investing to a few taps on your phone - a lot has changed. But the way we behave as investors? Not so much. If you want to understand what actually drives your returns - beyond markets and funds - this episode is for you. —----------------—----------------—---------------- —----------------—----------------—---------------- Connect with me across social media. Stream the MF Chronicles podcast on your favourite app. - https://linktr.ee/vikaasmsachdeva [https://linktr.ee/vikaasmsachdeva] ---------------------------------------------------------------------- 📌 Disclaimer: All visuals and graphics used in this video belong to their respective owners. Credits are mentioned on-screen wherever applicable. -------------------------------------------------------------------- Chapters: 00:00 Presented By 00:05 EpiEndslateiler 01:46 Disclaimer 01:51 Introduction 04:25 Early Curiosity 06:53 Role of UTI 08:29 PSU Entry 12:17 Mastergain Era 15:01 Value Research 16:01 Investor Behaviour 19:06 Platform Insights 27:15 Tier Comparison 35:52 Narrative vs Reality 44:15 Market Peaks 47:38 Direct Plans 49:40 Active vs Passive 55:48 Regulations 1:08:41 Q&A Session 1:09:05 Industry Changes 1:10:19 Life Lesson 1:11:43 Allocation vs Timing 1:12:59 When to Invest 1:16:52 Outro 1:17:33 Endslate [investing, mutual funds, stock market India, investor behaviour, personal finance India, SIP investing, long term investing, market cycles, financial literacy, wealth creation, equity investing, passive vs active investing, portfolio management, financial planning, investment mistakes]

Swarup Mohanty: The Global AMC That Cracked The India Code | Mirae Asset India | MF Chronicles | Vikaas M Sachdeva

“The third generation will approach life very differently from the way we did.” That line genuinely made me pause. It came from Swarup Mohanty, Vice Chairman and Chief Executive Officer of Mirae Asset Mutual Fund (India) and it changed how I think about the future of investors in this country. Over the last three decades, global asset managers have entered India with strong processes, big brands and global playbooks. Yet many of them struggled to stay the course. So what makes India such a different market? Let’s find out.That leads us to questions like: • What global AMCs underestimated about India • Why track record beats launching more products • How IFAs quietly shape a fund house’s growth • Why several marquee global names eventually exited • The Korean mindset of “destroying yesterday” • And how the next generation of investors could change the game One theme runs through it all: patience. In asset management  and in India  sometimes the biggest edge is simply staying long enough. —----------------—----------------—---------------- —----------------—----------------—---------------- Connect with me across social media. Stream the MF Chronicles podcast on your favourite app. - https://linktr.ee/vikaasmsachdeva ---------------------------------------------------------------------- 📌 Disclaimer: All visuals and graphics used in this video belong to their respective owners. Credits are mentioned on-screen wherever applicable. -------------------------------------------------------------------- Chapters: 00:00 Presented By  00:05 Trailer 01:40 Disclaimer 01:46 Introduction 02:37 Welcoming Swarup 03:23 MF Chronicles Existence 03:57 Global Arrival 07:16 Earlier Products 10:02 Global Practices 12:28 Speed Comparison 14:17 Product Ideology 16:38 Distribution Mistakes 19:45 Control Diversity 22:12 Global Comparison 25:51 Korean Mindset 28:24 Global Exit 32:26 Regulatory Support 35:59 Domestic Practices 41:18 Product Replication 43:06 Active ETFs 43:55 AMC Reality 46:22 Mirae Beginnings 47:25 Early Issues 54:10 Launch Comparison 55:39 Future Outlook 59:30 Student QnA 59:43 Q1. Recognition 1:00:50 Q2. Misconception 1:01:46 Q3. Business Mindset 1:03:08 Q4. Achievement 1:05:24 Outro 1:05:44 End Credits [mutual funds india, asset management india, global amc in india, investing in india, indian stock market, wealth creation india, finance podcast india, business podcast india, investing podcast, capital markets india, indian financial markets, fund manager insights, asset management industry, global investors india, korean investing mindset, south korea business culture, korea investing philosophy, korean business strategy, korean work culture, hallyu wave, k pop culture influence, south korea global expansion, mutual fund industry india, finance leadership india, long term investing strategy, active vs passive investing, financial education india, money management podcast, wealth building india, investing mindset, finance conversations, podcast on investing, mutual fund insights, indian economy investing, global business strategy, finance learning podcast, market behaviour india, investor psychology, investing discipline, asset allocation insights]