Small Cap Fund Manager Still Prefers Large Cap - KYUN? | MINTIT Podcast Feat. Mr. Aatur Shah

Small cap top pe kharida? Ab kya? Small caps are falling, large caps are out of favour, and a small-cap fund manager says the real opportunity is often where everyone else is selling. In this episode, we sit down with Mr Aatur Shah, Fund Manager at ICICI Prudential AMC, CA and CFA charterholder, who has spent over a decade inside one of India's largest fund houses, moving from product development to equity research to managing money. We go beyond past returns to understand how a professional stock picker actually thinks: why he enjoys buying when the whole street is selling, why your entry price decides half the trade, how investors should approach small caps right now, and why temperament matters more than any degree. In this episode: Why large caps are out of favour, and why that may be the opportunity Buying against the crowd: the thrill and the pain Good stock pick vs great stock pick: entry price and riding winners What a fund manager can see that a retail investor can't His 3 biggest investing mistakes, and what he's still learning How to approach small caps today: the SIP/STP route The biggest myth retail investors believe about fund managers The one lesson he wishes someone had taught him on day one Chapters: 00:00 – How Market Cycles Create Investment Opportunities 00:40 – Meet Aatur Shah: Inside a Professional Stock Picker’s Mind 05:10 – Why Large Caps Are Out of Favour 08:10 – What Retail Investors Miss When Picking Stocks 10:05 – When Should You Hold on to a Winning Stock? 11:00 – Fund Manager vs Retail Investor: Who Has the Edge? 13:34 – Does a Big AMC Give Fund Managers an Advantage? 15:28 – The 3 Biggest Mistakes in Stock Investing 18:04 – How to Approach Small-Cap Investing Today 19:52 – Small Caps in a Falling Market: Risk vs Opportunity 22:18 – How Fund Managers Research and Select Stocks 26:04 – What CA and CFA Don't Teach You About Investing 30:37 – Building a Long-Term Portfolio at Age 25–30 32:16 – The Biggest Lessons from a Decade in the Market About the guest Mr. Aatur Shah joined ‪@ICICIPrudentialAMC‬ in 2014. He started in product development and moved to the investment team as a research analyst, covering sectors including chemicals, metals, pharma and media. For about a year and a half he has been part of the fund management team, co-managing the small cap fund along with the equity minimum variance and children's funds. If this conversation changed how you think about stock picking, share it with someone who panics every time the market falls. #StockMarketIndia #FundManager #SIP #STP #StockPicking #ContrarianInvesting #SmallCapStocks #IndianStockMarket #EquityInvesting #MarketCorrection #iciciprudential #iciciprudentialmutualfund #WealthCreation Learn Smart Investing with MINTIT Learn about your Investing Behavior: MINTIT BEHAVIORAL FINANCE COURSE Module - 1    • Behavioural Finance Course: Investor Psych...   Module - 2    • Behavioural Finance Course: Investor Psych...   Module - 3    • Behavioral Finance Course Module 3 : Emoti...   Follow us for daily investing insights: 📲 Download the MINTIT App – https://onelink.to/x2adpg LinkedIn →   / mintit-in   Instagram →   / mintit.in   Facebook →   / mintit.in   YouTube →    / @mintitapp   Quora → https://www.quora.com/profile/MINTIT-2 📌 Disclaimer: Mutual Fund investments are subject to market risks. Please read scheme related documents carefully before investing. Views given are strictly for educational guidance only, and do not constitute or purport to be any investment advice.