Innovation vs Flexi Cap Funds with Vinay Sharma

What this episode covers

What makes an Innovation Fund different from a Flexi Cap Fund — and why does it carry higher risk? In this episode, we sit down with Vinay Sharma, Senior Fund Manager at Nippon India Mutual Fund, who manages over ₹18,500 crore across three equity schemes, including the five-star-rated Nippon India Banking & Financial Services Fund. Vinay shares his investment philosophy built on probability, patience, and contrarian calls, and explains why labels like 'growth' and 'value' don't matter as much as spotting true value creation. We cover: How the Indian equity market is shaping up in 2025 The rebound in Nippon India Focused Fund after a tough 2024 How to define and identify innovation in Indian markets Why Innovation Fund stocks differ from Flexi Cap portfolios The role of risk tolerance, earnings visibility and technology-driven change Why stock selection and sector focus matter in today's neutral market If you're an investor exploring new strategies, curious about thematic funds, or trying to understand the difference between innovation-driven opportunities and diversified approaches, this episode offers practical insights straight from one of India's leading fund managers.

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Frequently Asked Questions

How long is this episode of Value Research?

This episode is 29 minutes long.

When was this Value Research episode published?

This episode was published on August 21, 2025.

What is this episode about?

What makes an Innovation Fund different from a Flexi Cap Fund — and why does it carry higher risk? In this episode, we sit down with Vinay Sharma, Senior Fund Manager at Nippon India Mutual Fund, who manages over ₹18,500 crore across three equity...

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