AlphaStreet India
AlphaStreet India
  • Видео 8 262
  • Просмотров 2 258 214
Interview with Rukun Tarachandani, Domestic Equity Fund Manager | PPFAS Mutual Fund
Interview Transcript:
alphastreet.com/india/interview-with-rukun-tarachandani-domestic-equity-fund-manager-ppfas-mutual-fund/
In a chat with Radhakrishnan Chonat, Director BD at AlphaStreet, Rukun Tarachandani, Domestic Equity Fund Manager, PPFAS Mutual Fund shares his investment philosophy, career transition from an analyst to fund manager, balancing long-term value investing with quant approach, role of cash allocation, market outlook and much more.
00:00 - Introduction
1:03 - Transitioning from Analyst to Fund Manager: Rukun's Journey
04:47 - Balancing Long-Term Value and Quant Investing
08:36 - Navigating Market Highs: PPFAS Flexi Cap Fund's Cash Strategy
12:37 - Sector Strategy: Banking B...
Просмотров: 240

Видео

Virtuoso Optoelectronics Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 39814 дней назад
Listen to 900 live earnings calls with real-time transcript at AlphaStreet Intelligence app.asai.alphastreet.io/test-drive/dashboard Events Calendar app.asai.alphastreet.io/test-drive/events Earnings Analysis app.asai.alphastreet.io/test-drive/knowledge/list Live/On-demand Earnings Transcripts app.asai.alphastreet.io/test-drive/transcript/list Company Filings app.asai.alphastreet.io/test-drive/...
PTC India Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 25114 дней назад
Listen to 900 live earnings calls with real-time transcript at AlphaStreet Intelligence app.asai.alphastreet.io/test-drive/dashboard Events Calendar app.asai.alphastreet.io/test-drive/events Earnings Analysis app.asai.alphastreet.io/test-drive/knowledge/list Live/On-demand Earnings Transcripts app.asai.alphastreet.io/test-drive/transcript/list Company Filings app.asai.alphastreet.io/test-drive/...
Agarwal Industrial Corporation Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 45121 день назад
Listen to 900 live earnings calls with real-time transcript at AlphaStreet Intelligence app.asai.alphastreet.io/test-drive/dashboard Events Calendar app.asai.alphastreet.io/test-drive/events Earnings Analysis app.asai.alphastreet.io/test-drive/knowledge/list Live/On-demand Earnings Transcripts app.asai.alphastreet.io/test-drive/transcript/list Company Filings app.asai.alphastreet.io/test-drive/...
Rajshree Polypack Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 8321 день назад
Listen to 900 live earnings calls with real-time transcript at AlphaStreet Intelligence app.asai.alphastreet.io/test-drive/dashboard Events Calendar app.asai.alphastreet.io/test-drive/events Earnings Analysis app.asai.alphastreet.io/test-drive/knowledge/list Live/On-demand Earnings Transcripts app.asai.alphastreet.io/test-drive/transcript/list Company Filings app.asai.alphastreet.io/test-drive/...
Lumax Industries Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 13621 день назад
Listen to 900 live earnings calls with real-time transcript at AlphaStreet Intelligence app.asai.alphastreet.io/test-drive/dashboard Events Calendar app.asai.alphastreet.io/test-drive/events Earnings Analysis app.asai.alphastreet.io/test-drive/knowledge/list Live/On-demand Earnings Transcripts app.asai.alphastreet.io/test-drive/transcript/list Company Filings app.asai.alphastreet.io/test-drive/...
Samhi Hotels Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 32421 день назад
Listen to 900 live earnings calls with real-time transcript at AlphaStreet Intelligence app.asai.alphastreet.io/test-drive/dashboard Events Calendar app.asai.alphastreet.io/test-drive/events Earnings Analysis app.asai.alphastreet.io/test-drive/knowledge/list Live/On-demand Earnings Transcripts app.asai.alphastreet.io/test-drive/transcript/list Company Filings app.asai.alphastreet.io/test-drive/...
Man Industries (India) Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 23221 день назад
Listen to 900 live earnings calls with real-time transcript at AlphaStreet Intelligence app.asai.alphastreet.io/test-drive/dashboard Events Calendar app.asai.alphastreet.io/test-drive/events Earnings Analysis app.asai.alphastreet.io/test-drive/knowledge/list Live/On-demand Earnings Transcripts app.asai.alphastreet.io/test-drive/transcript/list Company Filings app.asai.alphastreet.io/test-drive/...
Saksoft Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 16221 день назад
Listen to 900 live earnings calls with real-time transcript at AlphaStreet Intelligence app.asai.alphastreet.io/test-drive/dashboard Events Calendar app.asai.alphastreet.io/test-drive/events Earnings Analysis app.asai.alphastreet.io/test-drive/knowledge/list Live/On-demand Earnings Transcripts app.asai.alphastreet.io/test-drive/transcript/list Company Filings app.asai.alphastreet.io/test-drive/...
Ganesh Benzoplast Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 26621 день назад
Listen to 900 live earnings calls with real-time transcript at AlphaStreet Intelligence app.asai.alphastreet.io/test-drive/dashboard Events Calendar app.asai.alphastreet.io/test-drive/events Earnings Analysis app.asai.alphastreet.io/test-drive/knowledge/list Live/On-demand Earnings Transcripts app.asai.alphastreet.io/test-drive/transcript/list Company Filings app.asai.alphastreet.io/test-drive/...
Sealmatic India Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 25721 день назад
Listen to 900 live earnings calls with real-time transcript at AlphaStreet Intelligence app.asai.alphastreet.io/test-drive/dashboard Events Calendar app.asai.alphastreet.io/test-drive/events Earnings Analysis app.asai.alphastreet.io/test-drive/knowledge/list Live/On-demand Earnings Transcripts app.asai.alphastreet.io/test-drive/transcript/list Company Filings app.asai.alphastreet.io/test-drive/...
EIH Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 16621 день назад
Listen to 900 live earnings calls with real-time transcript at AlphaStreet Intelligence app.asai.alphastreet.io/test-drive/dashboard Events Calendar app.asai.alphastreet.io/test-drive/events Earnings Analysis app.asai.alphastreet.io/test-drive/knowledge/list Live/On-demand Earnings Transcripts app.asai.alphastreet.io/test-drive/transcript/list Company Filings app.asai.alphastreet.io/test-drive/...
HPL Electric & Power Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 35121 день назад
Listen to 900 live earnings calls with real-time transcript at AlphaStreet Intelligence app.asai.alphastreet.io/test-drive/dashboard Events Calendar app.asai.alphastreet.io/test-drive/events Earnings Analysis app.asai.alphastreet.io/test-drive/knowledge/list Live/On-demand Earnings Transcripts app.asai.alphastreet.io/test-drive/transcript/list Company Filings app.asai.alphastreet.io/test-drive/...
Uravi T & Wedge Lamps Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 4121 день назад
Listen to 900 live earnings calls with real-time transcript at AlphaStreet Intelligence app.asai.alphastreet.io/test-drive/dashboard Events Calendar app.asai.alphastreet.io/test-drive/events Earnings Analysis app.asai.alphastreet.io/test-drive/knowledge/list Live/On-demand Earnings Transcripts app.asai.alphastreet.io/test-drive/transcript/list Company Filings app.asai.alphastreet.io/test-drive/...
Apollo Finvest (India) Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 8921 день назад
Listen to 900 live earnings calls with real-time transcript at AlphaStreet Intelligence app.asai.alphastreet.io/test-drive/dashboard Events Calendar app.asai.alphastreet.io/test-drive/events Earnings Analysis app.asai.alphastreet.io/test-drive/knowledge/list Live/On-demand Earnings Transcripts app.asai.alphastreet.io/test-drive/transcript/list Company Filings app.asai.alphastreet.io/test-drive/...
Jyoti Resins and Adhesives Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 55521 день назад
Jyoti Resins and Adhesives Ltd Q4 FY2023-24 Earnings Conference Call
Interview with Mr. Sandeep Tandon, Founder & CIO, Quant Mutual Fund
Просмотров 11 тыс.21 день назад
Interview with Mr. Sandeep Tandon, Founder & CIO, Quant Mutual Fund
Hindustan Construction Company Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 14721 день назад
Hindustan Construction Company Ltd Q4 FY2023-24 Earnings Conference Call
Ganesha Ecosphere Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 9721 день назад
Ganesha Ecosphere Ltd Q4 FY2023-24 Earnings Conference Call
Tarsons Products Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 35221 день назад
Tarsons Products Ltd Q4 FY2023-24 Earnings Conference Call
Garware Hi-Tech Films Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 31121 день назад
Garware Hi-Tech Films Ltd Q4 FY2023-24 Earnings Conference Call
Amara Raja Energy & Mobility Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 33221 день назад
Amara Raja Energy & Mobility Ltd Q4 FY2023-24 Earnings Conference Call
Life Insurance Corporation of India Q4 FY2023-24 Earnings Conference Call
Просмотров 9721 день назад
Life Insurance Corporation of India Q4 FY2023-24 Earnings Conference Call
Gandhar Oil Refinery (INDIA) Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 13421 день назад
Gandhar Oil Refinery (INDIA) Ltd Q4 FY2023-24 Earnings Conference Call
Aptech Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 4121 день назад
Aptech Ltd Q4 FY2023-24 Earnings Conference Call
PTC India Financial Services Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 7621 день назад
PTC India Financial Services Ltd Q4 FY2023-24 Earnings Conference Call
Royal Orchid Hotels Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 5921 день назад
Royal Orchid Hotels Ltd Q4 FY2023-24 Earnings Conference Call
Precision Camshafts Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 10621 день назад
Precision Camshafts Ltd Q4 FY2023-24 Earnings Conference Call
Markolines Pavement Technologies Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 7221 день назад
Markolines Pavement Technologies Ltd Q4 FY2023-24 Earnings Conference Call
Baid Finserv Ltd Q4 FY2023-24 Earnings Conference Call
Просмотров 9121 день назад
Baid Finserv Ltd Q4 FY2023-24 Earnings Conference Call

Комментарии

  • @sam7491
    @sam7491 23 часа назад

    audio is very bad

    • @alphastreetindia
      @alphastreetindia 21 час назад

      Hi Samir -- the issue was at the conferencing provider end; here's a transcript of the audio where we've cleaned it up to our best -- app.asai.alphastreet.io/transcript/view/d3850d66-224c-5ae4-8554-6a55ae85d027/earnings_conference

  • @Stocksbasicsrahul
    @Stocksbasicsrahul День назад

    One of the best concall i hv ever heard.... Looks very clean and professional mgt. What r ur views plz?

  • @ripshivraj
    @ripshivraj День назад

    mkc aise voice disturbance wali management ki

  • @prateekgangwal5996
    @prateekgangwal5996 3 дня назад

    ❤❤

  • @numbers-and-narratives
    @numbers-and-narratives 3 дня назад

    thanks for the recording.

  • @ayantapadar4565
    @ayantapadar4565 4 дня назад

    Such a shameless management...

  • @AniruddhaBhattacharyya1983
    @AniruddhaBhattacharyya1983 5 дней назад

    Best Fund Manager in India - Sandeep Tandon

  • @aniljain4885
    @aniljain4885 5 дней назад

    Exponential growth in short term always indicatives of unfair practices and chor practice. More to come ... Next big financial scam coming from mutual fund sector

  • @jayamohangs5055
    @jayamohangs5055 5 дней назад

    Nice presentation from CEO👍

  • @sanjibanichoudhury7517
    @sanjibanichoudhury7517 8 дней назад

    this is great to see management discuss in national language

  • @fanofpeterlynch6474
    @fanofpeterlynch6474 9 дней назад

    Hhh

  • @cristianouzumaki2455
    @cristianouzumaki2455 11 дней назад

    Poor audio sounds. Too low

  • @architmaria3766
    @architmaria3766 11 дней назад

    2 se 3 saal tak kuch nai hone wala lgta hai

  • @ashishpratap6411
    @ashishpratap6411 11 дней назад

    Pls bring the latest concal of pritika engineering component

  • @sameergade
    @sameergade 11 дней назад

    It was a great interview , pls let me know the name of book which sandeep kept talking about . Thanks

    • @alphastreetindia
      @alphastreetindia 11 дней назад

      The book mentioned is "Being Relevant" authored by Quant team in 2018-19

  • @girdhargopalpandey919
    @girdhargopalpandey919 11 дней назад

    He is more of a philosopher than an investment manager..many crooks dislike him only for this.His free will works wonders.

  • @prashantpatil-fx8gy
    @prashantpatil-fx8gy 11 дней назад

    No one can listen.. due very poor audio

  • @abhipatil4844
    @abhipatil4844 11 дней назад

    Awesome

  • @ramchandrapadghan6488
    @ramchandrapadghan6488 13 дней назад

    👍🔥✅

  • @unity160
    @unity160 14 дней назад

    rosy mark by naveen ji

  • @abhishekbais2928
    @abhishekbais2928 14 дней назад

    Great topic and content with great explanation, Keep hosting such content

  • @physics1285
    @physics1285 15 дней назад

    Faltu share

  • @Kj-qj8bc
    @Kj-qj8bc 15 дней назад

    Great results

  • @RAJENDRAKUMARDOSHI
    @RAJENDRAKUMARDOSHI 15 дней назад

    Voice of chairman is not audible with clarity

  • @ajitkatariya4673
    @ajitkatariya4673 16 дней назад

    No clarity, deplomatic replies, nothing about the total debt on PTC India, receivables, reserves other than ONGC deal

  • @ajitkatariya4673
    @ajitkatariya4673 16 дней назад

    Thanks for the update

  • @Addlife2days
    @Addlife2days 17 дней назад

    Answers were not very forthcoming from the management.

  • @hanumantappahosakatti11
    @hanumantappahosakatti11 17 дней назад

    I bought this stock

  • @pravinac3750
    @pravinac3750 17 дней назад

    Very poor audio quality from the management side..unable to hear clearly what is being said

  • @ManeeshJoshi
    @ManeeshJoshi 17 дней назад

    24:50 volatility is our best friend. - Sandeep Tandon 35:08 I heard he spent about 180 crores in the data collection. 40:47 commodities are in a super segment. 41:03 America as a country will lose it's relevance 41:44 10% liquidity shift from U.S. to Asia centric economy, particularly India, there will be Tsunami over here. 49:52 Germany plus one is knocking the wood. 50:59 India will be the wealthiest country.

  • @shankar_shankar983
    @shankar_shankar983 17 дней назад

    40 year old company should quickly think of becoming industry leader and start rewarding its share holders.Shares are thinly traded and hence there's liquidity issue.Can this be addressed with bonus or stock split please?

  • @Abhishekkumar-ol8wj
    @Abhishekkumar-ol8wj 18 дней назад

    Fraud company...only operator driven..manipuated stock....sebi must take action

  • @RAJENDRAKUMARDOSHI
    @RAJENDRAKUMARDOSHI 18 дней назад

    Please reply

  • @mitulchauhan8687
    @mitulchauhan8687 19 дней назад

    volume from Mr.Tandon is too low...

    • @alphastreetindia
      @alphastreetindia 19 дней назад

      There was some technical issue with recording - pls enable CC option as we've generated a transcript or alternatively you can read the transcript from this link app.asai.alphastreet.io/test-drive/knowledge-details/7baa6469-5161-597e-b287-96a0e827e55c

  • @topblogger5296
    @topblogger5296 20 дней назад

    Excellent. Sandeep Tandon mic 🎤 to be enhanced.

    • @alphastreetindia
      @alphastreetindia 19 дней назад

      There was some technical issue with recording - pls enable CC option as we've generated a transcript or alternatively you can read the transcript from this link app.asai.alphastreet.io/test-drive/knowledge-details/7baa6469-5161-597e-b287-96a0e827e55c

    • @topblogger5296
      @topblogger5296 19 дней назад

      @@alphastreetindia that's not a solution. RUclips is popular as we can hear the speaker,not because of subtitles.

    • @alphastreetindia
      @alphastreetindia 18 дней назад

      @@topblogger5296 Agreed; but the problem was with the recording -- so volume input was low and we couldn't do anything about it even after boosting it to max. So as a mitigating measure we suggested captions/transcript

  • @arnabbhattacharya6579
    @arnabbhattacharya6579 20 дней назад

    Can't hear anything

    • @alphastreetindia
      @alphastreetindia 19 дней назад

      There was some technical issue with recording - pls enable CC option as we've generated a transcript or alternatively you can read the transcript from this link app.asai.alphastreet.io/test-drive/knowledge-details/7baa6469-5161-597e-b287-96a0e827e55c

  • @lakshmikanth6938
    @lakshmikanth6938 20 дней назад

    Low sound quality

    • @alphastreetindia
      @alphastreetindia 19 дней назад

      There was some technical issue with recording - pls enable CC option as we've generated a transcript or alternatively you can read the transcript from this link app.asai.alphastreet.io/test-drive/knowledge-details/7baa6469-5161-597e-b287-96a0e827e55c

  • @nafasm
    @nafasm 20 дней назад

    Thank you

  • @RAJENDRAKUMARDOSHI
    @RAJENDRAKUMARDOSHI 20 дней назад

    Why so late posted ?

  • @krishnareddy9098
    @krishnareddy9098 21 день назад

    Sandeep voice is very low not audible

    • @alphastreetindia
      @alphastreetindia 19 дней назад

      There was some technical issue with recording - pls enable CC option as we've generated a transcript or alternatively you can read the transcript from this link app.asai.alphastreet.io/test-drive/knowledge-details/7baa6469-5161-597e-b287-96a0e827e55c

  • @jaspreetmehra1
    @jaspreetmehra1 21 день назад

    Thanks Sandeep Sir, learn lot from your interviews.

  • @satyam_108
    @satyam_108 21 день назад

    Just a request Mr. Tandon mic needs to be changed

    • @alphastreetindia
      @alphastreetindia 19 дней назад

      There was some technical issue with recording - pls enable CC option as we've generated a transcript or alternatively you can read the transcript from this link app.asai.alphastreet.io/test-drive/knowledge-details/7baa6469-5161-597e-b287-96a0e827e55c

  • @TenaliRama-gk1vm
    @TenaliRama-gk1vm 21 день назад

    Superb eye opener. Many thanks to sandeep ji for explaining so beautifully the global macro cycle. Leveraged economy is accurately termed .

  • @rachoo2910
    @rachoo2910 22 дня назад

    Beautiful, Increased my conviction. a lot

  • @shrinidhikulkarni479
    @shrinidhikulkarni479 22 дня назад

    Incompetent management. They have excuse everytime.

  • @kamleshupadhyaya5380
    @kamleshupadhyaya5380 22 дня назад

    Peers are doing well

  • @kamleshupadhyaya5380
    @kamleshupadhyaya5380 22 дня назад

    Our shares going down down from. Date of. Listing

  • @KaranSingh-ue3gf
    @KaranSingh-ue3gf 23 дня назад

    Nice

  • @vikramadityagautam6950
    @vikramadityagautam6950 24 дня назад

    They talk about thousands of Crores ,but can't afford a good mic

  • @ravivarigi6198
    @ravivarigi6198 25 дней назад

    Bcg stock analysis