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Past positions: Was fund manager at Sundaram Mutual Fund for eight years. Before that he was deputy manager, equity research, SBI Fund.
Investment mantra: Focusing on individual companies, the sustainability of a company’s business model, quality of management and the assessment of future industry trends.
Best calls over the past few months: Reduced exposure to financial sector stocks such as Kotak Mahindra Bank and Reliance Capital and increased exposure to infotech stocks like Infosys and Satyam.
Worst call over the past few months: Continuing to hold capital goods and construction stocks like Larsen and Toubro and Bhel.
Top picks right now: Grasim, Reliance Industries, HDFC, Infosys and Bharti Airtel.
Worst mistake small investors make: Investors tend to “time” their investments. What is really needed is adequate time for your investments to bear fruit.
Advice to small investors: Adopt a disciplined, rather than impulsive approach to investing.
Click here to see infographic: Franklin India Bluechip Fund
Anand Radhakrishnan, Vice-President and Portfolio Manager (equity), Franklin Templeton Investments
