Interview with Meeta Shetty, Fund Manager, Tata Asset Management | Tata Mutual Fund

In a chat with Radhakrishnan Chonat, Director, BD at AlphaStreet, Meeta Shetty, Fund Manager, Tata Asset Management discussed about her career journey, strategy for managing concentration risk, diversifying funds, and emphasized the importance of scalability, profitability, and AI in the Indian IT services sector. She also discussed her approach to the Indian Pharma sector, her outlook on the US FDA concerns, and her strategy for the Focused Fund she manages, which owns only 30 stocks at any given time.
About Meeta Shetty:
With over 16 years of industry experience, Meeta Shetty is the Fund Manager for Tata Digital India Fund and Tata India Pharma & Healthcare Fund, since November 2018.
Meeta joined Tata Asset Management in March 2017 as Research Analyst, tracking IT, Pharma and Telecom sector and reporting to the Chief Investment Officer- Equities.
Her previous endeavors include services with Kotak Securities Ltd, HDFC Securities, Asian Market Securities and Dalal and Broacha Stock Broking, wherein she was tracking the Pharma sector. She has also worked with Karvy Stock Broking as an Equity Advisor.
Meeta is a CFA Chartered Holder from CFA Institute, US and a Bachelor in Economics.
00:00 - Introduction
01:25 - Meeta's 16-Year Journey: Diverse Experiences Shaping Fund Management
05:05 - Breaking Barriers: Challenges and the Evolving Role of Women in India's Financial Industry
08:22 - Managing Concentration Risk: Strategies for Tata's Digital India and Pharma Funds
13:25 - Outperforming with GARP: Meeta Explains Alpha Bucket Strategy in Pharma Investments
16:53 - Inside Tata Mutual Fund: Meeta's Unique Research Process and Investment Criteria
20:27 - Predicting the Future: On AI Disruption and the Indian IT Industry
24:06 - Future of Indian Pharma: Outlook Amid FDA Challenges and Global Leadership
29:10 - Exploring Tata Focused Fund: Its Core Theme and Strategy
31:08 - Beyond the Boardroom: Meeta Shares Her Hobbies and Life Off Work
32:14 - Chess as Calorie Burner: Meeta's Unique Approach to Brain Fitness
32:43 - Favorite Books and Music: Insights into Meeta's Personal Preferences
34:23 - Advice for Aspiring Fund Managers: Empowering Women in Finance
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