Rajeev Thakkar (PPFAS) on overcoming Behavioral Biases in Investing | Know Your Fund Manager Ep-2

Rajeev Thakkar, the Chief Investment Officer at PPFAS Mutual Fund, shares what kind of investor he is and how he overcomes behavioral biases in investing. A Chartered Accountant, a Cost Accountant, and a CFA Charterholder by profession, he talks to us about his gurus, current team members, investment principles, and how he picks stocks for the portfolio. He also touches upon what investors investing in PPFAS Mutual Fund schemes can expect in terms of performance.
Time Stamps
00:00 - 01:43 Coming up
01:44 - 02:45 Intro
02:46 - 07:09 Investor type
07:10 - 09:55 Guiding principles
09:56 - 18:42 How it started?
18:43 - 25:21 Lessons from Late Parag Parikh
25:22 - 26:32 Lessons from Warren Buffett
26:33 - 31:18 Equation with team members
31:19 - 34:53 Filters to selecting stocks
34:54 - 40:56 Investing style preference
40:47 - 43:39 Performance of the flexi fund
43:40 - 49:02 What to expect from fund?
49:03 - 50:29 Meditation practice
50:30 - 54:51 Managing across AUM levels
54:52 - 59:52 Day to day work
59:53 - 1:02:37 Netflix and books
1:03:00 - 1:08:52 Portfolio construction and foreign stocks
1:08:53 - 1:12:53 Key Managerial risk
1:12:54 - 1:14:58 Overcoming behavioural biases
1:15:01 - 1:18:32 Personal money goals
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
Twitter - / zerodhavarsity
Instagram - zerodhavars...
#analysis #investing #finance #stockmarket #financialeducation #varsity #zerodha #mutualfunds #investors #investor #warrenbuffet #money #sip #stocks #fund #flexicapfund
Featured Playlist
Beginners Guide to Personal Finance
• Mutual Funds Investing...

[@GrowWealthPath]

Nice interview.One of the best fund managers. I have invested 50 lakhs in his fund via SIP and current value is more than 1cr

[@abhishekparida19]

mai nhi maanta

[@abhishek1830]

Lie

[@shashikant.jadhav29]

😂​@@abhishekparida19

[@DebDatta]

Before calling this a lie, ask since when this SIP is being made... I could have a also called this a lie for exactly the opposite reason than the rest are.... because my periodic investments in this fund since 2015 has actually tripled!

[@abhishek1830]

I am also getting 45% return but I am doubting over his/her invested amount which claimed to be 50lakhs, and he will not tell about his sip Details because he never did.

[@prashantmalik5333]

Great interview! The host truly excelled in her role, guiding the conversation skillfully

[@Fahad-471]

Rajeev, Sir, is great. His style of investment is totally different from rest of the industry

[@kirankoti6316]

Rajeev sir is so calm.One thing to learn from him.

[@seshadrisriram]

Excellent interview. The anchor is amazing and equally calm as Rajeev but asking all the right questions. Great job !! Btw, i am fan of PPFAS and currently consolidated all my MF investment through this AMC

[@GetYourselfALife]

The anchor did an amazing job at hosting. And she is beautiful. ❤

[@ashishhande3268]

Thanks Zerodha Varsity, waiting for more n more videos...

[@puru2652]

This was brilliant!! Thanks for getting this to us. Always a pleasure to listen to Rajeev! Kudos to the anchor for asking relevant and intelligent questions.

[@ujjwalsarmah1402]

Someone said holding your mobile phone in your hand while having a conversation or talking to a distinguished person makes the whole thing less important. Anyways, loved the show as we got to know a lot about our CIO and his thinking process in a different platform. Thanks.

[@PavanKumar-zn9zq]

Good Questions by the interviewer. It helps me a lot where to invest and how to.

[@ramireddy8553]

Excellent job by the host 👌👌🎯🎯

[@10renganatha]

Rajeev sir have told in multiple interview to lower the expectations

[@maheshkulkarni7772]

Amazing interview.

[@Tarun.694]

Missed asking the most basic question imo.. whats his view with regards markets being so overvalued (the general consensus amongst the value investors) and how should investors react

[@suprithk1462]

Great podcast love more to come

[@nagarajubandi3131]

Very nice podcast with Rajeev sir

[@manjunathdonur4183]

Really best interview 😊

[@Alwaysnewlerner]

Nice one. Thanks.

[@ganeshpondy1]

Great Interaction 🎉

[@divyajyothigandu8004]

Great interview......

[@jayankozhikote5960]

Good interview, Well done, Ms.Satya Sontanam.

[@TheCuriousCurator-Hindi]

Inspiring person.

[@Maknahar]

Great interview!

[@shivajibhosale7964]

Loved the podcast ❤

[@amritsidhu2307]

Gold standard!

[@hanumantharayakattimani1810]

Great interview..

[@drarmasal1997]

Really great interview

[@drdillipdalai2414]

Beautiful host❤❤

[@jishnu18]

Could have asked about Parag Parikh Elss fund

[@ravipro]

PPFAS has lowest churn 4% and on other end we have Quant churning 300% types and beating all AMCs past 5 years. Can this momemtum style continue to outperform?

[@vishalrishu1842]

Informative. Seems he's very much into sports considering examples related to sports a couple of times.

[@rajputfbd]

Good books to study investment

[@StockResearchHub]

10:20 investing style insight

[@ranvirjoshi1504]

Gold standard 🎉

[@rakeshtanwar2954]

Great... Man... ❤

[@bharambedeepesh]

where do i get data about indian mutual fund industry in detail

[@tappude3720]

What about the listing of PPS

[@user-iy9sr1je2l]

Zerodha guys, thanks for the great opportunity to listen to Mr. Rajeev Thakkar. But please tell the lady interviewer to keep phone away. Looks really out of focused.

[@sarinderji5026]

Sir .... Yu should try that Zerodha give ITR facility to its clients/traders against geniune charges especially the traders who except trading do nothing .... As they are loosing more with their CA Bosses.... Under a silent threat ....

[@oxomist]

Please Ask Question Regarding His Views on HDFC Bank. Thanks❤

[@joydeepdebnath9741]

You can see the increase in stake of the mutual fund, showing that the group believes in HDFC

[@hitherthither5712]

For better audio quality, you should expose the mic of the interviewer.

[@mauryashivam6032]

One of the best flexicap fund in the market ❤❤

[@Sandeesh_Srikantam]

Which one do you think can compete with it ? I mean the next best

[@yaashg]

@@Sandeesh_Srikantam quant flexicap

[@Sandeesh_Srikantam]

@@yaashg quant funds are having higher concentration in adani and Ambani stocks.

[@jishnu18]

No. Quant holds them and sells off then after a while..there portfolio changes every month.​@@Sandeesh_Srikantam

[@bhumanipradeep]

I agree

[@sameertawde5]

rajeev thakkar is governor of Mutual Fund Industry More than Dr cadre is what I can say

[@dharunloganathan]

❤

[@sambojunagaraju3399]

❤️❤️❤️

[@samruddhakolhe4863]

💙

[@UATHD]

Dhandha to Parag Parikh se sikho😮

[@cinnamon4605]

I dont know how rest of the guys felt. But i feel interviewer made this conversation uninteresting. Her questions were bad. She should’ve asked questions in chronology order. She didn’t simplify her questions. Having Thakkar like person you should just you know let them make open up and speak something new.

[@VishalSingh-tc5wr]

baith jao bhai