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'Have a systematic investment plan'

'Have a systematic investment plan'

The chief investment officer of DBS Cholamandalam Asset Management shares with us his investment mantra.

R Rajagopal
R Rajagopal

R Rajagopal, Chief Investment Officer, DBS Cholamandalam Asset Management, shares with us his investment mantra.

Past positions: Was vice-president (equity investment) at IDBI Capital Market.

Investment mantra: Be practical, think clearly and be disciplined while investing.

Best call over the past few months: To exit IT completely and to become overweight on energy and construction space.

Worst call over the past few months: Went overweight with cement in early 2007 and then exiting it by mid 2007. Also took a big call on hotel industry which has still not paid off.

Top picks right now: IOB, Gujarat NRE Coke, Elecon Engineering, AIA Engineering, NTPC, Lloyd Electric & Engineering, GAIL.

Advice to small investors: Follow systematic investment approach; participate in equity markets through the mutual fund route.

Worst mistake small investors make: Exuberance over few stocks or sectors without understanding the underlying value.

By R Rajagopal, Chief Investment Officer, DBS Cholamandalam Asset Management