Lessons from a ₹50,000 Cr Fund Manager | Atul Bhole (Kotak MF) | Ventura Spotlight

Описание: Only 23 investors stayed invested for 20 years and earned 18% CAGR. Why do most investors fail to hold on, even when the formula is simple?

In this exclusive episode of Ventura Spotlight, Juzer Gabajiwala sits down with Atul Bhole, Fund Manager at Kotak Mutual Fund, who manages ₹50,000+ crores across schemes.

🎙 Topics Discussed:
The mistake that almost cost him big (Yes Bank case)
What investors get wrong about compounding
How he picks companies that can be held for a decade
FOMO in IPOs and market exuberance
The one rule he never breaks

📌 Whether you're a beginner or a seasoned investor, this episode is packed with timeless insights on behaviour, patience, and long-term investing.

🔗 Timestamps:
00:00 – Intro & Key Quotes
01:14 – What led you to become a fund manager?
01:48 – Where did your fund management career begin?
02:05 – How has your experience at Kotak Mutual Fund been so far?
02:13 – What keeps you motivated every day despite the pressure of fund management?
03:50 – What is your investment philosophy when managing other people’s money?
05:13 – How should retail investors think about qualitative vs. quantitative investing?
06:28 – What qualitative signs should investors look for in a company?
08:53 – Can you share an example of one good investment and one mistake?
11:08 – Advice for investors who don't stay invested
12:44 – How do you manage emotional biases like fear and FOMO?
15:08 – Have you ever felt FOMO, especially during IPO hype?
15:51 – Do you feel pressure to create alpha or stick to the benchmark?
17:32 – What should investors look at beyond past returns?
18:06 – Should retail investors focus more on B2C companies than B2B?
18:59 – How do you deal with the dilemma of exiting vs. holding a stock?
20:25 – Do you prefer a top-down or bottom-up investment approach?
21:05 – What’s one investment rule you never break?
21:52 – How do you de-stress outside of work?
22:12 – Rapid Fire: Midcap or Large Cap? Buffett or Bogle? And more!

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#VenturaSpotlight #Investing #MutualFunds #KotakMF #StockMarketIndia #longtermwealth

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