Equity Investing Masterclass: Daylynn Pinto on Market Trends and Fund Strategies | Bandhan AMC

In this interview, Daylynn Pinto, Senior Fund Manager - Equity at Bandhan AMC, talks about his journey into equity investing and what he has learned along the way. He shares his simple investment philosophy and how he manages different funds. Daylynn also gives his thoughts on the current market and explains why he makes certain investment choices.
This video is perfect for anyone who wants to understand more about equity investing and the mutual fund industry.
‪@bandhanmutual‬

𝗧𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀:
00:35 What drew you into the world of equity investing?
02:59 You started your career at UTI MF as a research analyst before moving up to fund manager. Could you walk us through that transition and share any pivotal insights you gained during your time as an analyst?
07:56 How would you describe your personal investment philosophy? Are there specific types of stocks or market conditions that you find particularly compelling?
10:25 You manage various funds, from tax savers to value and multi-asset to transport and logistics. What drives your approach in handling such a wide range of strategies?
13:19 The Bandhan ELSS Tax Saver Fund has shown consistent performance over the years, but 2024 has brought some challenges. What do you think are the main factors affecting the fund’s recent performance?
16:50 I've noticed an increase in the number of stocks in the ELSS fund. Is this shift towards greater diversification, or are you seeing new opportunities?
18:54 You've been cautious about adding new-age businesses to your portfolios. Can you share your reasons for this and your general perspective on these types of companies?
22:40 You're associated with both the Value and ELSS funds. There seems to be a significant overlap in holdings between these funds, now around 70%. What’s behind this increased similarity?
25:00 Your funds have recently shifted away from mid and small caps towards larger caps, which seems contrary to the popular ‘India growth story’. What’s motivating this pivot?
29:04 You’re currently underweight in energy. Could you explain the thinking behind this decision?
30:54 Public Sector Undertakings haven't seen much action from your end. What’s kept you on the sidelines here?
32:31 Your choices in the auto sector have been very successful. Could you delve into your stock selection process for this industry? What criteria stand out to you?
35:51 Which market segment seems overvalued to you right now, and where do you sense there's too much speculation?
40:32 Close

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