Midcaps over Large & Smallcaps in 2026? Nilesh Shah l Kotak Mutual Fund l Power Talks Ep 15

Описание: We sat down with Nilesh Shah MD of Kotak Mutual Fund to break down what 2026 could look like for investors after an uneven 2025 - where gold and the overall index did well, but small & mid caps disappointed.

He shares a clear view on small vs mid vs large caps for 2026, why gold and silver should be treated as an allocation (not a trend), and which consumer-linked sectors could benefit from more money flowing into people’s hands.

We also get into trust vs returns, why “Saraswati before Lakshmi” matters in markets, lessons from early losses, and how to think about new-age companies — including investing in businesses without obvious profitability.

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Timestamps

00:00 - 02:17 - Will 2026 Be As Bad As 2025?

02:17 - 03:06 - How Will Small & Mid Caps Do in 2026?

03:06 - 05:10 - Gold & Silver Investing

05:10 - 07:00 - Can Kotak still Manage investor trust?

07:00 - 08:16 - Saraswati over Lakshmi First

08:16 - 09:23 - Have Bear Markets Made Investors Stronger?

09:23 - 11:50 - Ram & Ravan Investing

11:50 - 14:24 - How Growing Up in a Mumbai Chawl Helped in Investing

14:24 - 15:16 - Losing His Father in 4th Grade - to CA AIR 1

15:16 - 19:15 - Nilesh Talks About His Early Losses

19:15 - 21:11 - How Much Should you Worry about FII & DIIs?

21:11 - 23:20 - Sectors That Kotak Will in Invest in 2026

23:20 - 25:37 - Relationship with Money

25:37 - 26:35 - One Belief From Youth That Still Holds True

26:35 - 28:09 - Will Kotak Invest in New Age Companies

28:09 - 30:41 - How To Invest in Companies Without Clear Profitability?

30:41 - 31:17 - Nilesh’s Personal Portfolio

31:17 - 33:47 - “No One Cares About Your Financial Well-Being”

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