Unitholders' Meet 2023 - Full video

00:00 Begins 02:52 Brand Video 04:34 CEO, Neil Parag Parikh's entire Presentation: 5:51 Our journey over the past ten years 11:38 Have we walked the talk? 20:48 Product basket and other developments 23:11 Our locations 24:10 On 'Instant Gratification' 28:12 CIO, Rajeev Thakkar's entire Presentation 28:50 Elaborating our Mission: 32:17 On our AUM 33:41 On expectations 37:40 A = P (1 + r)n 51:44 Have we become too big? 59:10 Investing in 'small-caps' 1:03:50 Parag Parikh Conservative Hybrid Fund (PPCHF) 1:08:33 ITC 1:12:20 Coal India and NMDC: 1:16:15 Infosys 1:18:50 Missing out on 'hot sectors' 1:22:48 Merging of PPCHF 1:23:45 Exit Load on SIPs 1:25:18 HDFC Bank: 1:27:48 Powergrid: 1:30:07 Cipla 1:31:01 CAMS 1:31:54 Default Risk in PPCHF 1:32:47 Maharashtra Scooters and Bajaj Holdings 1:34:25 Balkrishna Ind. CCL Products 1:36:37 IPCA labs 1:37:31 IEX 1:40:32 Suzuki Motors 1:41:29 Hero Motocorp 1:43:32 Impact of US recession on IT Services: 1:45:10 Persistent Systems: 1:46:28 HDFC AMC and HDFC Life 1:47:42 Keyman Risk: 1:53:18 PPFAS IPO 1:54:40 Expense Ratio 1:56:50 New Pension Scheme (NPS) 2:00:50 SIPs from US and Canadian investors 2:02:43 Meta 2:04:37 Introducing the PPFAS Research Team 2:05:20 Motilal Oswal 2:07:42 Voluntary Delisting of Companies 2:08:27 REITs 2:11:28 Sun Pharma 2:12:34 Cement and Paint industry 2:13:30 Chemicals 2:14:51 Artificial Intelligence 2:16:12 Hospitals and Health Insurance 2:21:07 Skin In The Game 2:22:52 Flexi Cap Fund vs Contra Fund 2:23:40 Size of the Fund 2:26:52 Cash Calls 2:29:57 International Diversification 2:31:53 Management quality and valuation metrics 2:38:26 Momentum Investing 2:41:37 Real Estate 2:44:39 Lumpsum vs. SIP 2:47:03 Moderating return expectations 2:48:30 Inflation and its impact on PPCHF 2:51:18 Bajaj Holdings 2:54:48 Power sector (including ancillaries) 2:59:30 PSU sector and vehicle financing NBFCs 3:03:03 Durability of inflows in mutual funds 3:06:21 Investing conviction 3:08:41 Memes 3:09:26 Downside Capture and Margin of safety 3:12:08 Why we curate questions 3:13:52 HCL Infosystems 3:15:15United Spirits 3:16:22 China and Biosimilars 3:18:11 Quant framework 3:21:02 Group concentration risk 3:23:38 Portfolio sizing 3:27:50 Merging (vs recategorisation) of PPCHF 3:28:43 Vote of Thanks