Samir Rachh on Small Caps, Stock Selection & Market Cycles | Markets by Zerodha

In this episode of the Navigate podcast, we speak with Samir Rachh, Fund Manager – Equity Investments at Nippon India Mutual Fund, as he traces his early interest in the stock market and his journey into capital markets. The conversation reflects on the Ketan Parekh scam and its impact on the investing landscape, his time at Reliance Mutual Fund, and the evolution and growth of small-cap funds in India. We also dive deep into his stock selection process, unpack the difference between portfolio diversification and concentration, and discuss the importance of succession planning within a fund house for long-term stability.