Jitendra Sriram Reveals New Stock Buys: Shiprocket, Pharma & Insurance | Baroda BNP Paribas MF

Jitendra Sriram, Senior Fund Manager at Baroda BNP Paribas Mutual Fund, discusses some of the latest additions and portfolio moves across D2C, pharma and insurance. Shiprocket and Symbiotec Pharma are among the new names discussed, while additions to existing holdings including Aadhar Housing Finance and LIC also come under the spotlight. Sriram explains why the D2C ecosystem remains attractive and highlights niche pharma opportunities involving higher-end hormonal products and innovative drug-delivery systems. He also discusses insurance valuations, pointing to a convergence in operating metrics between state-owned and private insurers, while valuation multiples have yet to converge. The conversation explores whether this gap represents a potential pricing opportunity or a value trap. Sriram also explains the broader themes driving these portfolio decisions and where he sees sustainable momentum.