Exclusive chat with Rajesh Bhatia, CIO of ITI Mutual Fund: Investment Philosophy and Market Insights

In this in-depth interview, Rajesh Bhatia, CIO of ITI Mutual Fund, shares his extensive experience in Indian equities and his investment philosophy.
Discover the factors behind the impressive performance of ITI Mutual Fund's equity schemes, including the Smallcap, ELSS Tax Saver, and Multicap funds. Bhatia discusses the importance of stock selection, risk management, and promising sectors like quick commerce and capital goods.
Learn from his journey and insights on navigating market volatility, identifying growth opportunities, and making informed investment decisions.
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Chapters:
00:06 Introduction
00:32 How did you start your professional journey in the financial markets?
02:03 Your career in the equity markets spans three decades. What lessons from those experiences shaped your approach to fund management and influence your current role?
06:13 Over the last 30 years, the equity markets have undergone significant changes. Looking back, what differences do you see in the market?
08:39 You were MD and CIO of alternative investment funds (AIFs) at ITI Mutual Fund. What inspired you to move to mutual funds in 2022?
10:42 How is managing retail money (mutual funds) different from managing hedge funds or AIFs?
12:08 How would you define yourself as an investor? What kind of stock or situation excites you?
13:40 When and what kind of stock becomes a compelling buy for you?
16:31 Several funds, such as the Midcap, Smallcap, Multicap, and ELSS funds, have seen sharp improvements in their performance. What are the key reasons behind this?
20:00 The large-cap fund you started managing a few months ago has started to perform now, but the balanced advantage fund is still struggling. What's the reason behind this, and how do you intend to improve its performance?
22:02 How do you manage the balanced advantage fund?
23:11 Some top picks in your large-cap, multi-cap, and flexi-cap funds almost remain the same. What is the idea behind such a strategy?
24:54 You have Zomato across three key funds; what makes you so confident about the stock or company?
26:49 Currently, finding value in the mid and small-cap spaces can be quite a task. Are there specific sectors or industries where you see potential value today?
28:34 In your 30 years of diverse experience in Indian equities, what investment decisions are you particularly proud of? Additionally, are there any decisions that, in hindsight, you regret or feel could have been handled differently?
30:36 Close
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