EPISODE · May 27, 2025 · 36 MIN
Mid & Small Cap Reset or Risk? Sanjay Chawla of Baroda BNP Paribas MF Explains the Market Slowdown
from Value Research · host Value Research
Indian equities have entered a volatile phase, with mid- and small-cap stocks bearing the brunt of the correction since late 2024. In this insightful episode, we sit down with Sanjay Chawla, Chief Investment Officer (Equity) at Baroda BNP Paribas Mutual Fund, who manages ₹12,000 crore across seven equity schemes. Sanjay discusses: Why the current correction is a cyclical reset, not a red flag The slowdown in mid and small caps, and when recovery may begin His BMV (Business, Management, Valuation) investing framework Adjustments made to Flexi Cap, Focused, and Balanced Advantage Funds Risks to the Indian equity market in 2025, including geopolitics and global trade Key learnings from over three decades in fund management He also shares his guidance for retail investors on navigating volatility and strategically allocating between large, mid, and small caps. Whether you're an investor concerned about market timing or looking to understand fund strategies better, this episode offers clear, experience-backed insights. Subscribe for more expert views on mutual funds, market cycles, and investment strategies.
What this episode covers
Indian equities have entered a volatile phase, with mid- and small-cap stocks bearing the brunt of the correction since late 2024. In this insightful episode, we sit down with Sanjay Chawla, Chief Investment Officer (Equity) at Baroda BNP Paribas Mutual Fund, who manages ₹12,000 crore across seven equity schemes. Sanjay discusses: Why the current correction is a cyclical reset, not a red flag The slowdown in mid and small caps, and when recovery may begin His BMV (Business, Management, Valuation) investing framework Adjustments made to Flexi Cap, Focused, and Balanced Advantage Funds Risks to the Indian equity market in 2025, including geopolitics and global trade Key learnings from over three decades in fund management He also shares his guidance for retail investors on navigating volatility and strategically allocating between large, mid, and small caps. Whether you're an investor concerned about market timing or looking to understand fund strategies better, this episode offers clear, experience-backed insights. Subscribe for more expert views on mutual funds, market cycles, and investment strategies.
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Mid & Small Cap Reset or Risk? Sanjay Chawla of Baroda BNP Paribas MF Explains the Market Slowdown
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