₹2.2 Lakh Crore Fund Manager Reveals Where Smart Money Is Going | Kushal Lodha

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Rahul Singh, CIO of Tata Mutual Fund (₹2,20,000 Cr+ AUM), breaks down his investing framework built over 20+ years-from CRISIL credit rating to managing equity and hybrid funds at Tata AMC.

1-How to identify if a stock has "priced in" surprises-IT sector case study
2-Why gold is a de-dollarization hedge for the next 3–5 years, while silver behaves like a cyclical commodity
3-Power sector value chain decoded-thermal utilities, EPC, transmission, equipment suppliers
4-Free cash flow yield, EBITDA traps, and valuation metrics that actually matter
5-Simple 3-fund construct for young investors — Multi Asset, Flexi Cap, Small Cap

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#TataMutualFund #PowerSectorIndia #GoldInvesting2026 #SmallCapFunds #AssetAllocation #FreeCashFlowYield #ITSectorOutlook #DeDollarization #MutualFundInvesting

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Timestamp:
00:00:00 Intro & Trailer
00:01:39 Investing Journey Deep Dive
00:05:22 How to Check Pricing Power?
00:09:02 AUM of Tata MF
00:09:35 Commodities Deep Dive
00:13:01 Why Gold is Falling Despite War?
00:15:01 Copper Deep Dive
00:16:36 Rare Earth Metals and China
00:18:43 Asset Allocation Deep Dive
00:22:30 Sectoral Funds Deep Dive
00:23:02 IT Sector Deep Dive
00:29:46 Power Sector Deep Dive
00:40:19 Telecom Sector Deep Dive
00:44:10 EV/EBITDA Deep Dive
00:45:49 EBITDA Deep Dive
00:49:24 Industries with Higher ROCE
00:51:45 Stock Picking Framework Deep Dive
00:54:21 Large vs Mid vs Small Cap
00:56:46 Is it Best Time to Invest?
00:59:20 Tata Mutual Funds and Trust Deep DIve
01:01:38 What Would Mr. Rahul Ask Himself?
01:02:57 Bets That Went Wrong
01:04:04 Conclusion & Outro

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