Podcast: Tata MF’s Chandraprakash Padiyar on what to expect from markets, smallcap performance, and opportunities

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What is this episode about?

In this 18th episode of the Prime Podcast, Bhavana Acharya chats with Chandraprakash Padiyar, Senior Fund Manager at Tata Mutual Fund. He joined Tata AMC in 2018, helming the Tata Small Cap and the Tata Large & Midcap funds. Chandraprakash has previously worked with Alchemy Capital Management and began his career with UTI Mutual Fund. In this discussion, he shares his thoughts on overall markets and smallcaps.

He starts off with the global question over US interest rates and their impact on our own markets. His observations on where domestic companies stand may come as a welcome input! He then moves on to which segments are overheated and where opportunities could potentially lie.

From there, the discussion moves on to the smallcap segment specifically. Chandraprakash starts by explaining how one can approach valuations in the midcap and smallcap space, before moving on to outperformance over the benchmarks and how that can change based on the nature of the market.

Podcast: Tata MF’s Chandraprakash Padiyar on what to expect from markets, smallcap performance, and opportunities

Key segments in the podcast

  1. Introduction & meet Mr. Chandraprakash Padiyar (0:00 – 0:34)
  2. Is he worried about a possible deep correction in small caps on account of US Interest Rate cycle? (0:35 – 7:15)
  3. What could cause a correction? (7:17 – 12:45)
  4. Are DII flows under threat? (12:50 – 14:52)
  5. Have some pockets seen more action? (15:00 – 16:50)
  6. Where can investors look for opportunities? (17:00 – 18:30)
  7. Themes and how to play them (18:40 – 20:08)
  8. Mid & Small caps valuation indicator (20:15 – 23:45)
  9. Small caps haven’t beating the Nifty 250 like before (23:52 – 27:40)
  10. Investment philosophy at Tata MF (27:45 – 34:35)
  11. His views on elections & related volatility (34:40 – )

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