Zerodha Educate

Zerodha Educate

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By Zerodha
Conversations about trading, investing, and personal finance with the smartest people in the industry.
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Introduction to contra funds
Contra funds is a new and unique category that was carved out in the recent scheme reclassification by SEBI. By the very definition, these funds follow a contrarian investment approach and swim against the tide. These funds invest in stocks that are out of favor, special situations, and stocks that can turnaround. Taher Badshah is the Chief Investment Officer (Equities) at Invesco Mutual Fund. He also manages the Invesco India Contra Fund. In this webinar, he explains how a contra fund works, the investment process, and how to use these funds to build your portfolio. 
44:56
April 12, 2019
Accrual management (Part 4)
In the 4th and final part of the video, Winston talks about accrual management i.e., how to generate returns by managing the yield to maturity (YTM) in your portfolio. When you buy a bond, you earn an assured interest (coupon), which will accrue in your portfolio. In this part, you will learn how you can maximize this. Winston covers concepts such as: What drives the return of a bond How to increase the returns in your portfolio Different types of risks What is an yield curve, how to interpret it, and the types of yield curves.   Part 1: Google Podcasts, Apple Podcasts Part 2: Google Podcasts, Apple Podcasts Part 3: Google Podcasts, Apple Podcasts
50:25
March 30, 2019
Introduction to bond Duration (Part 3)
In part 3 of the webinar, Winston talks about Duration. It is one of the most important factors when you are choosing a bond or a bond fund.   Duration is a measure of a bond's sensitivity to changes in interest rates. In order to understand duration, you will also need to have a working knowledge of discounting future cash flows or time value of money. To learn about the time value of money, you can check out this Varsity module on this: http://bit.ly/2ECfBS1   In case you missed Here's: Part 1 - Google Podcasts, Apple Podcasts Part 2 - Google Podcasts, Apple Podcasts 
44:26
March 23, 2019
Making money in bonds (Part 2)
In this part 2 of Bond Basics series, Winston talks about making money in bonds. He covers the basic concepts of a bond such as: Coupon rate Bond price Yield Yield to maturity (YTM) MTM - mark to market pricing  He also talks about:  The Bond Rule: Relationship between Interest rates and Bond prices. Yield curve Credit spreads Winston also discusses the various categories of debt funds, their characteristics and how you can use them in your portfolio.  In case you missed Part 1, here are the links: Google Podcasts, Apple Podcasts
41:55
March 15, 2019
Introduction to bonds (fixed income) - Part 1
The awareness about debt schemes in limited due to a variety of reasons. But having a  fixed income or debt component in your portfolio is essential to building a diversified portfolio. In part 1  of the Series, Winston Noronha, Head of content and learning and development at IDFC mutual fund explains the basics of bonds, the various types of instruments, and sets the stage before diving deep into the complexities of fixed income.  Just to set the context the bond market in India is still in its nascency. The corporate bond market today just accounts for 16% of the Indian GDP vs 73% in South Korea and 120% in the US. The bond market in India is  dominated by government bonds. Even in mutual funds, institutions are the dominant investors with 54% of the AUM. Comparatively, 87% of assets in equity-oriented schemes are held by retail investors.  Winston has a career spanning 25 years in financial services with a  background in financial advisory, sales, and research. He has held in strategic and leadership roles in these areas. In recent years Winston is living his passion. He is an ardent believer of appropriate financial advice and financial awareness. He works at the intersection of sales, finance, and behavior. He is a proponent of experiential learning by using high engagement and innovative instructional delivery. Link to the original webinar: http://bit.ly/2RxKla1
34:40
March 8, 2019
Best practices of value investing with Raamdeo Agrawal
Raamdeo Agrawal, co-founder of Motilal Oswal financial services is one of India's most prominent value investors. His annual wealth creation studies are a treasure trove of insights. In this conversations he talks about how he got started as an investor, his framework for value investing, his learnings from Warren buffet and more.  He also talks about one of the most important aspects in value investing - recognizing the difference between price and value.  This is a masterclass on all things investing. Enjoy the conversation. 
43:01
March 1, 2019
Mahesh Patil on Indian macros and the recent market trends
Mahesh Patil is the Co-Chief Investment Officer of Aditya Birla Sun Life  AMC and one of the biggest names in the fund management space. He leads  a team of twenty, comprising fund managers and analysts, managing  around INR 88,590 crores in equity assets.   In this conversation with Karthik Rangappa, Mahesh talks about:   1. Overall macros of India and the factors that will influence growth 2. Earnings growth and corporate profits 3. The divergence between Nifty and Nifty small and mid-cap indices 4. The issue of pledged promoter holdings in mutual funds 5. Navigating quality and junk stocks 6. Passive investing and ETFs 
25:02
February 22, 2019
Everything you need to know about Liquid Exchange Traded Funds (ETFs)
Having idle cash in your trading account is a bit of a conundrum. In this episode, Anil Ghelani Senior Vice President - DSP Mutual Fund explains how liquid ETFs work, the underlying securities, and how you can use a Liquid ETF for cash management and to plan your trades.
36:45
February 16, 2019
How to build a goal-oriented mutual fund portfolio
Most of us today invest without clear goals in mind. But the thing about setting goals for your investing is that it helps you quantify them. It also allows you to easily set expectations and choose the right instruments to achieve those goals. In this conversation Aashish P Somaiyaa, CEO of Motilal Oswal AMC explains how one should go about setting goals and invest to achieve them.  Happy investing! 
39:18
February 8, 2019
How to reduce the possibility of losses & volatility in equity portfolios
If you want equity returns, you must also stomach the associated volatility. We as investors cannot control market movement, interest rates, crude prices, and other factors. What we can however control is our behavior and how we construct our portfolios. In this conversation, Rajeev Thakkar, Chief Investment Officer (CIO) of PPFAS Mutual Fund talks about the things we can do do to manage the risk and volatility in our portfolios.  If you have any questions about investing in mutual funds, you can post your questions here on Tradingqna. This webinar is part of our Zerodha Educate initiative. 
34:05
February 1, 2019
Introduction to multi-cap mutual funds
Multi-cap mutual funds are a unique category because they have a flexible mandate to invest across market capitalizations. Meaning a single fund can invest across large, mid, and small-cap stocks.   Given that not all stocks perform the same across market cycles, these funds are the perfect choice to build your core portfolio. In this conversation, Rajat Jain, chief investment officer of Principal Asset Management, explains how multi-cap mutual funds work and how you can use these funds to build your portfolio.  If you have any questions about investing in mutual funds, you can post your questions here on Tradingqna.  This webinar is part  of our Zerodha Educate initiative. 
28:34
January 25, 2019
International diversification with mutual funds
India today accounts for just under 4% of the global stock market capitalization. This means that over 95% of the investable opportunities lie outside India. A vast majority of the investors today invest within the borders of a country, this is called as "Home country bias". But, there is a case to made for diversifying geographically. In this conversation, Neil Parikh, Chairman and CEO of PPFAS Mutual Fund explains why you should diversify internationally. Here's the link to the original video if you wish to check out the presentation. Do you have any question about investing in international mutual funds? Post them here on Tradingqna. 
37:43
January 18, 2019
Investment opportunities in debt mutual funds
Mutual funds don't just mean equity funds. Debt mutual funds (fixed income) today account for over 50% of total mutual funds AUM but it is largely dominated by institutions. In order to build a diversified portfolio, having a debt component in your portfolio is very important. Debt is largely uncorrelated to equity and tends to zag when equity zigs, thereby proving downside protection. However, debt funds as a category isn't properly understood by retail investors. In this episode, Rajesh Iyer, the former CEO of DHFL Pramerica Mutual Fund, explains the various categories of debt funds, their characteristics, and how to use them to build a diversified portfolio. If you wish to check out the presentation, used in this webinar, you can watch the video here. This webinars is part  of our Zerodha Educate initiative.
38:59
January 13, 2019
Jack Schwager in conversation with Nithin Kamath
Jack Schwager, the author of the critically acclaimed Market Wizards  series and the Co-founder of Fundseeder, talks to Nithin Kamath, CEO,  Zerodha, about his evolution as a trader, and his approach to  fundamental analysis, technical analysis, and risk management. Click  here http://bit.ly/jackschwager for the transcript of the interview published on Moneycontrol. 
1:03:20
January 5, 2019
The right investment strategy in volatile markets
In this episode,  Raghav Iyengar, CEO of Indiabulls Asset Management talks about the do's and don'ts of investing in volatile markets. 
46:02
January 5, 2019
Introduction to tax-saving mutual funds (ELSS)
Tax-saving mutual funds (ELSS) are one of the best avenues to invest for long term with tax benefits. In this episode we speak to Jinesh Gopani, Head of Equities at Axis MF and the fund manager of Axis Long Term Equity Fund about the basics of Equity Linked Saving Schemes (ELSS) and what makes them an attractive investment option. 
14:09
January 4, 2019
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