Should you continue SIP in Quant Mutual Funds? ft. Sandeep Tandon | Know Your Fund Manager Ep. 9

About this Video

• Video Title: Should you continue SIP in Quant Mutual Funds? ft. Sandeep Tandon | Know Your Fund Manager Ep. 9
• Channel: Zerodha Varsity
• Speakers: Satya Sanam, Sandeep Tandon
• Duration: 01:04:40

Introduction

This Zerodha Varsity video interviews Sandeep Tandon, CIO of Quant Mutual Fund, to discuss their investment philosophy and address common investor doubts. The conversation challenges conventional wisdom regarding long-term investing, Buy and Hold strategies, and the role of data in fund management.

Key Takeaways

• Critique of Buy and Hold: The traditional "Buy and Hold" strategy is deemed inefficient in developed markets, advocating for a more dynamic approach to adapt to market changes.
• VLRT Framework: Quant Mutual Fund utilizes a proprietary VLRT (Valuation, Liquidity, Risk Appetite, Timing) framework for investment decisions, emphasizing risk management as the primary objective.
• Data-Driven Approach: While data analytics forms the core of their investment process, human judgment and experience play a vital role in interpreting data and adapting to unforeseen events.
• Multi-Dimensional Risk Assessment: Quant employs a multi-dimensional model considering valuation, liquidity, and risk appetite, rather than relying solely on standard deviation to gauge risk.
• Dynamic Rebalancing: The fund actively rebalances its portfolio based on market conditions, emphasizing adaptation and risk management over static strategies.