Investment Approach of ICICI Pru Mutual Fund ft. Sankaran Naren | Know your fund Manager Ep 3

ICICI Pru Mutual Fund is one of the top fund houses in India that manages more than ₹7 lakh crore. In this episode, Sankaran Naren, the Chief Investment Officer at ICICI Pru MF, shares the fund house’s approach to investing such large amounts of public money. Naren is known for his contrarian style of investing, which revolves around the belief that markets move in cycles and that these cycles always tend to mean revert.
What is it and how does it matter to you?
Imagine you are on a flight, and suddenly the plane hits turbulence. If you're not familiar with flying and don’t understand why turbulence occurs, you might panic, thinking the plane is in serious trouble. But if you know that turbulence is a common occurrence and that airplanes are designed to withstand it, you’re more likely to stay calm. Similarly, when you invest in a fund following a certain style, if you don’t know when that style works and when it doesn’t, your decisions will be impacted by panic and fear.
So, here you go: if you are an investor in any of the ICICI funds, you have to watch this entire episode.
Time Stamps
00:00 - 1:15 - Coming Up
1:16 - 2:40 - Intro
2:41 - 6:38 - Mark Sellers’ speech
6:39 - 23:14 - Contrarian style
23:15 - 27:20 - Value investing
27:21 - 30:33 - Structural investing
30:34 - 38:17 - Temperament
38:18 - 40:25 - Full-time investor
40:26 - 56:24 - Funds (Value discovery, special opportunities)
56:25 - 1:08:44 - Naren as CIO
1:08:45 - 1:12:16 - Gurus of Naren
1:12:17 - 1:15:16 - Rapid Fire
1:15:17 - 1:15:29 - Outro
Links to Refer
Learn more about Mutual Funds here: zerodha.com/varsity/chapter/i...
Other Important Links
You can put your stock market knowledge to the test by taking the Varsity Certification test here: zerodha.com/varsity/certified/
Open Zerodha Account - zerodha.com/open-account?c=ZM...
Social Media
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#analysis #investing #finance #stockmarket #financialeducation #varsity #zerodha #mutualfunds #icici #fundmananger
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Пікірлер: 83

  • @venkateshvashisht2062
    @venkateshvashisht2062Ай бұрын

    This young interviewer will go places. Very well orchestrated interview. As usual, Mr Naren is articulate and open. Very knowledgeable speaker to say the least.

  • @JishnuChatterjee

    @JishnuChatterjee

    Ай бұрын

    Hosting is pathetic with the "ah", "umm" and "you know". Watch Moneycontrol's videos where Mahalakshmi ma'am is the host. To The brim knowledge and excellent presentation.

  • @prasanthpathiyil

    @prasanthpathiyil

    26 күн бұрын

    I like all her interviews. Unhurried, all long form and gets into details and every guests bring out something new or new perspective we were not aware of.

  • @adityapatnaik7078

    @adityapatnaik7078

    22 күн бұрын

    @@JishnuChatterjee Mhalkashmi is a milf

  • @arunkiwi
    @arunkiwiАй бұрын

    I have become a fan of Mr. Naren. I have been investing in Value Discovery Fund for 5+ years. Great to know his thought process & conviction!

  • @V.stones
    @V.stonesАй бұрын

    Great video, ICICI Pru Mutual Fund follows a disciplined investment approach, focusing on long-term growth

  • @reginaldhufenstien

    @reginaldhufenstien

    Ай бұрын

    Yeah, They have a strong track record in both equity and debt funds. For equities, they focus on sectors poised for growth, such as technology, pharmaceuticals, and financial services. Their debt funds prioritize high-quality credit instruments to manage risk effectively.

  • @Bigwilli123

    @Bigwilli123

    Ай бұрын

    Additionally, they offer a range of funds catering to different risk appetites and investment goals. For instance, the ICICI Prudential Bluechip Fund targets large-cap stocks, offering stability, while the ICICI Prudential MidCap Fund aims for higher returns through mid-cap stocks.

  • @mariadrukker2557

    @mariadrukker2557

    Ай бұрын

    With the current economic environment in India, including fluctuating interest rates and inflation, ICICI Pru Mutual Fund's diversified approach can be beneficial. That is if there is an advisor who can help you.

  • @Jonesmatsunaga

    @Jonesmatsunaga

    Ай бұрын

    The problem is that people don't have the knowledge needed to succeed in a challenging market. Only highly qualified professionals who had to experience the 2008 financial crisis could help to earn a high in these challenging conditions.

  • @mariadrukker2557

    @mariadrukker2557

    Ай бұрын

    Recently, I've been considering the possibility of speaking with consultants. I need guidance because I'm an adult, but I'm not sure if their services would be all that helpful.

  • @dnyaneshmugurdekar3161
    @dnyaneshmugurdekar3161Ай бұрын

    As usual brilliant talk by Mr. Naren. My respect for him is going up and up since last few years. Had always heard about him as a star fund manager but he's beyond that seems. Thanks Zerodha for bringing him.

  • @raja070973
    @raja070973Ай бұрын

    Naren Sir at his best as always. Kudos to the person who interviewed as well, she seems to be really involved in the interview. I see a CNBC TV Latha Venkatesh/Shareen in her. Wish her all the very best.

  • @korkyket
    @korkyketАй бұрын

    To be a successful business owner and investor, you have to be emotionally neutral to winning and losing. Winning and losing are just part of the game. Risk comes from not knowing what you are doing

  • @semendx

    @semendx

    Ай бұрын

    With Bitcoin ETFs gaining popularity, some predict the price might reach $100k. Should I consider investing my $500k cash savings now, or have I missed the optimal time for potential gains?

  • @AseoLimpieza

    @AseoLimpieza

    Ай бұрын

    I recently sold half my tech stock holdings due to all-time highs, leaving me with $400k. Should I invest in ETFs now or wait for a market correction considering potential inflation?

  • @cr8zymichael

    @cr8zymichael

    Ай бұрын

    James Clark's market insights have consistently led to profitable decisions.

  • @CierraMetzga

    @CierraMetzga

    Ай бұрын

    Celebrating a $30k stock portfolio today from a $6k start. Investing wisely has given me time for family and future plans.

  • @tamethetikbalang

    @tamethetikbalang

    Ай бұрын

    From $37K to $45K that's the minimum range of profit return every week I thinks it's not a bad one for me, now I have enough to pay bills and take care of my family.

  • @sunpalsunanda
    @sunpalsunandaАй бұрын

    Today We have become crorapati’s because of listening to his good wisdom since 2010’s! Thank You Shankar Naren ji. With pride awaiting for the moment that our twin kids will soon become croropati though your multi asset fund before they turn 10ish!🙏🙏🙏🙏🙏🙏🙏

  • @jobanmathew3081
    @jobanmathew3081Ай бұрын

    Seriously what a good podcast, quality content and lots of learing , The interviewer made Mr Narien speak

  • @arunsreenivasan4746
    @arunsreenivasan474620 күн бұрын

    Lovely interview. Always a fan of both Sankaran Naren and Zedodha. Good questions from the host. ❤

  • @padmanabhanr4242
    @padmanabhanr4242Ай бұрын

    Humble veteran and Stalwart. Great Respect to him and team.

  • @adityapatnaik7078
    @adityapatnaik707822 күн бұрын

    Cycles explained so beautifully by Shankar

  • @sameermadan9218
    @sameermadan9218Ай бұрын

    What a terrific interview. Naren is not just one of the best in the field, he is very articulate and his messages come across so clearly!

  • @mehuljain8346
    @mehuljain8346Ай бұрын

    the speaker4 is soo well spoke and questions are soo well put . ( excelleent QnA ) we need more, fantastic job ZERODHA !!

  • @ShashankRaina
    @ShashankRainaАй бұрын

    What a great personality and so knowledgable. Loved hearing his views here at Varsity. Great questions and interview. Proud to have held VD fund.

  • @swapnillahane7242
    @swapnillahane7242Ай бұрын

    S Naren a pure gem

  • @akhaleefa
    @akhaleefaАй бұрын

    Great interview. Please keep it up and bring more of it. Indians must be very passionate to invest in making India world's best economy. It is people who makes the difference with committed and 24/7 involved leaders. India needs serious politicians holding highest values. Our parliament should have highly constructive discussions and use people's money most effectively. Long live India and its most hardworking people.

  • @mailjintu
    @mailjintu18 күн бұрын

    Well done Satya. Long way to go 👏👏👏

  • @JatinV1
    @JatinV1Ай бұрын

    Amazing amazing content thank you Varisty team and kudous to the host, Can we have Sandeep Tandon from Quant Mutal Fund as our next guest, his contrarian insights would be wonderful to explore. Thank You

  • @manojsinghvi5700
    @manojsinghvi5700Ай бұрын

    Naren sir is the most knowledgeable person and the must humble at the same time.

  • @deveshmaheshwari6598
    @deveshmaheshwari6598Ай бұрын

    Excellent . Pls do such sessions with other CIOs

  • @deb12337
    @deb12337Ай бұрын

    Today bestest Macro management under Present Govt Since 1947 .🎉

  • @aks543
    @aks543Ай бұрын

    This id highly informative. Thank you, Varsity team

  • @AnuragSingal
    @AnuragSingalАй бұрын

    What is the name of this interviewer - she had gone go deep into preparing for this interview

  • @sureshlalwani410
    @sureshlalwani410Ай бұрын

    Brilliant questions.

  • @deeprajmitra8415
    @deeprajmitra8415Ай бұрын

    Very good interview!!!!! Mr. Shankar is great but the interview questions were very well put.

  • @aniruddhaghosh2580
    @aniruddhaghosh2580Ай бұрын

    How long do u hold a stock despite no or negative return ? In the past which stock and how long did it not perform ?

  • @TheCuriousCurator-Hindi
    @TheCuriousCurator-HindiАй бұрын

    Which talk by mark sellers?

  • @kumarraja3089
    @kumarraja3089Ай бұрын

    Can someone share Mark Sellers speech as mentioned by Naren?

  • @deb12337
    @deb12337Ай бұрын

    Management & good long term business es are more important 🎉🎉

  • @rsntshkmr
    @rsntshkmrАй бұрын

    Need smart person for asking right question to mighty Naren sir.

  • @bseandnse
    @bseandnseАй бұрын

    As adani is going to replace wipro in sensex, is not it very negative for wipro.

  • @vipulsshah
    @vipulsshahАй бұрын

    Not giving brokerage to ARN HOLDERS in regular plan done by customers before 2019…

  • @kartheekvaranasi
    @kartheekvaranasi6 күн бұрын

    U didn't ask on the current view on the market ?

  • @sabysachikar4439
    @sabysachikar4439Ай бұрын

    Nice meeting 🎉🎉

  • @ashishsahu4025
    @ashishsahu4025Ай бұрын

    Anyone who can provide summary? Would be helpful.

  • @pankajshah9961
    @pankajshah9961Ай бұрын

    He is talking about Morgan Stanley Growth fund scheme.

  • @karthiks9813
    @karthiks9813Ай бұрын

    So many times the anchor says "you know" !!!

  • @govindarajan6576
    @govindarajan6576Ай бұрын

    Good interview 🎉

  • @raja070973
    @raja070973Ай бұрын

    the narrative at 51.30 min is too good.

  • @hgmurty
    @hgmurty25 күн бұрын

    quant frenzy investors take note. they in for shock long term.

  • @sachindivakar632
    @sachindivakar632Ай бұрын

    Just super you both

  • @rajendraroul199
    @rajendraroul19913 күн бұрын

    Whats is present value of 1 crore after 30 years ?

  • @SaiKumar-kd5yz
    @SaiKumar-kd5yzАй бұрын

    Super

  • @JishnuChatterjee
    @JishnuChatterjeeАй бұрын

    Your content is valuable and the information you're sharing is great, but the constant "ah," "umm," and "you see" are QUITE distracting. Consider editing these out or practicing your delivery to make your videos more engaging and professional. Thanks for the insights on investing! (Dear producer team, change this host).

  • @JishnuChatterjee

    @JishnuChatterjee

    Ай бұрын

    Watch Moneycontrol's videos where Mahalakshmi ma'am is the host. To The brim knowledge and excellent presentation.

  • @krisanukar2400
    @krisanukar2400Ай бұрын

    ICICI Prudential Bluechip is the worst performer mutual fund

  • @Mumbaiwestbengal96
    @Mumbaiwestbengal96Ай бұрын

    The interviewer has no experience.

  • @sc7783

    @sc7783

    Ай бұрын

    Don't be too hard on her. Most people would be nervous and start stuttering in front of such a legend as Naren sir😊

  • @ArunKumar-yb2jn

    @ArunKumar-yb2jn

    Ай бұрын

    And what have you achieved in life with your experience, mr. Nameless wonder?

  • @10varun10

    @10varun10

    24 күн бұрын

    Asking the questions and then letting the main guy talk without interruption is maturity and she showed it. Rather this than other interviewers who've been doing this for 10yrs and forget the audience doesn't care what their belief is and want to listen to the other guy.

  • @deb12337
    @deb12337Ай бұрын

    Nice Interviewer

  • @deb12337
    @deb12337Ай бұрын

    7 lacs cr is Managing with his great teams 😮😮 No Noble Laureate able to Manage,I m still sure 😂😂😂

  • @korkyket
    @korkyketАй бұрын

    To be a successful business owner and investor, you have to be emotionally neutral to winning and losing. Winning and losing are just part of the game. Risk comes from not knowing what you are doing

  • @RobsonSilva-cs2he

    @RobsonSilva-cs2he

    Ай бұрын

    Successful investment starts with clear goals and risk assessment, often best done with a financial advisor's help.

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