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Ajay Tyagi on UTI Flexicap Fund, Market Trends, & Zomato | Candid Interview | Value Research

In this exclusive interview with Value Research CEO Dhirendra Kumar, UTI's Head of Equity, Ajay Tyagi, shares insights from over 25 years in India's equity markets. From his scepticism about the recent market rally to his long-term view on Zomato, Tyagi reveals the disciplined strategy that guides UTI's Flexicap Fund. Discover why Ajay Tyagi is cautious about certain high-flying sectors, how he approaches underperformance, and why he believes Indian IT services will continue to thrive despite increasing automation. ‪@utimutualfunds‬ Key topics covered: Managing UTI Flexi Cap Fund: Tyagi's investment philosophy and focus on quality over hype. Zomato & Blinkit: Why UTI doubled down on its Zomato investment in 2023. Future of Indian IT: How Indian IT companies can stay relevant with new tech trends like Gen AI. Risk Management: Balancing conviction with caution in uncertain markets. Adapting to Market Cycles: Tyagi's perspective on navigating boom-bust cycles. Don't miss this deep dive into the mindset of one of India's top fund managers! Timestamps: 00:06 Introduction 00:41 You have been managing the UTI Flexi Cap Fund since 2016; the 8-year period is quite a long time. How has your journey as an investor been, and how has your investment philosophy evolved over the years? 02:55 As a fund manager during the Y2K period, how did that tech boom era and its narrow markets influence your investment philosophy? 05:14 On a day-to-day basis, all your understanding and the wisdom you absorb over time has to translate into some kind of rules. It eventually translates into dos and don'ts, some must-dos and never-to-be-done things as well. What are some of your never-do things as a result of this? 07:12 As the manager of a large flexi-cap fund that can invest across market caps, how do you plan to improve consistency in performance, which has been lacking recently? 10:12 Given the fund's size, aren't you constrained in small-cap investments? Even if you spot great opportunities, wouldn't their impact be minimal due to the scale limitations? 12:04 The UTI Flexicap Fund performed exceptionally well in 2018 and 2020-21. What drove this success? 14:12 Do you have enough cash to spend on the current situation? 14:38 What have you learned from periods of underperformance, especially when investors question your performance? 16:53 What is your fund's strategy, and why are you currently overweight in the financial and IT sectors? 20:33 With increasing automation and low-value tasks, does the future of Indian IT services worry you? 24:11 What is the risk management framework which you follow at the fund house? 25:39 How do you balance the responsibilities of fund manager and head of equity? 28:41 How much are you able to influence these people? 30:27 As the head of equity at UTI, how much time do you spend with your colleagues, and what does your routine look like? 31:49 How does Vetri help you shape your strategy, and how closely do you work with him? 34:04 Given the current market uncertainty, what challenges do you anticipate? How are you navigating these times, and has the recent correction changed your thinking? 36:52 What aspects will you emphasise in your portfolio at this time? 38:41 What's your perspective on the changing investment narrative around Zomato? 40:55 What is your message to your disgruntled investors right now? What should they expect from you? 42:27 Close 🍁 𝗔𝗯𝗼𝘂𝘁 𝗩𝗮𝗹𝘂𝗲 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 🍁 Welcome to Value Research, your go-to source for insightful investment guidance and financial planning. With over three decades of experience, we empower savers to make informed decisions through independent research, fund ratings, stock analyses, and mutual fund insights. Trusted by individual investors and industry leaders alike, our channel provides expert answers to common queries about mutual funds, stocks, tax-saving strategies, and more. Join us for in-depth analyses, practical advice, and top-tier investment recommendations to achieve your financial goals and secure your financial freedom. 👉Subscribe to our हिंदी YouTube channel, Dhanak --    / @dhanak_valueresearch   👉Subscribe to our newsletter 📃: https://bit.ly/3GW0HGe 📩 👉Subscribe to our YouTube channel:    / @valueresearchvideo   🔔 👉Subscribe to our monthly magazines 🔖: https://bit.ly/3DWgAdS 🌐 𝗙𝗼𝗹𝗹𝗼𝘄 𝗨𝘀 𝗢𝗻 𝗢𝘁𝗵𝗲𝗿 𝘀𝗼𝗰𝗶𝗮𝗹 𝗠𝗲𝗱𝗶𝗮 📢: ➤ Website: https://www.valueresearchonline.com ➤ Twitter: https://x.com/ValueResearch ➤ Facebook:   / valueresearch   ➤ Instagram:   / valueresearch   ➤ Spotify: https://open.spotify.com/show/5da8Mxc... #AjayTyagi #utimutualfund #stockmarketinsights #indianinvesting #zomato #itsector #genai #marketcorrections #investmentphilosophy #longtermwealth #valueresearch #dhirendrakumar #utiflexicapfund Thanks for Watching - Ajay Tyagi on UTI Flexicap Fund, Market Trends, & Zomato | Candid Interview | Value Research