How Nippon India’s Meenakshi Dawar Navigates Value Traps and Finds New Growth Stories
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Show Notes
In this episode, Meenakshi Dawar—Senior Fund Manager, Equity Investments at Nippon India Mutual Fund—shares her market outlook and investment strategy amid today’s uncertain environment. With over ₹22,000 crore in AUM, she manages the four-star-rated Nippon India Aggressive Hybrid Fund and Nippon India Value Fund.
Meenakshi discusses:
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Why Indian markets are in a consolidation phase
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How she’s managing risk amid stretched valuations and slower growth
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Her top-down sector and bottom-up stock selection framework
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How to avoid value traps and identify undervalued opportunities
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Why she’s bullish on power and consumer durables
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The differences in positioning between Nippon’s Value, Flexi Cap and Aggressive Hybrid Funds
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Risk management in mid- and small-cap allocations
Whether you're a long-term investor or tracking tactical opportunities, this conversation is packed with real insights from one of India's top-performing fund managers.