Value Research: Recent Episodes
Value Research
Value Research is an investment research company that has been empowering investors since 1991. For more from us, visit https://www.valueresearchonline.com/
Spending is not the opposite of saving. The mistake is spending out of step with where you are in life.
SEBI has cut a door into the wall that kept most investors out. What lies behind it is less special than the price of admission suggested.
The new regime ended the old March scramble over tax-saving; the instinct behind it has merely moved up the wealth ladder
I make a living telling you the headlines cannot help your portfolio. This time, I find I cannot look away.
For 25 years, one investor bought at the lowest price every single month. The other just invested on the 10th. Who came out ahead?
SEBI created flexi caps in 2020 to fix this exact drift. Six years on, the drift is back.
A soaring price has rebalanced your portfolio for you, in the wrong direction. Here is how to fix it.
Forget the trillions being bet on AI. The revolution that matters is the one you can build for yourself, for free, right now.
The PM appealed against gold on Sunday. Customs duty rose 15 per cent today. By evening, HDFC withdrew its Gold and Silver NFO. Here is what to do about your portfolio.
The market misprices stocks using outdated assumptions. The opportunity lies in that gap.
The people who would benefit most from third-party SIPs aren't the ones this rule is designed for
Which funds to pick, and what to do when the market crashes: Dhirendra Kumar breaks it down.
Don't think higher of something that is more complex, especially in investments, says Dhirendra Kumar
Four kinds of letters arrived after last week's column on West Asia, and the largest pile asked the same question
Dhirendra Kumar explains why 'this too shall pass' may not apply this time — and what that means for your investments.
The largest active fund today manages more money than the entire industry did when this magazine started
For 30 years, I have told readers to ride out every crisis. The US-Iran war is the exception, and the reason matters more than the news itself.
Trader, mathematician and writer Nassim Taleb thinks that markets are far more random than we think and increasing reliance on models and investment theories may be making financial disasters more likely.
The Prime Minister's seven appeals are about consumption. The signal they carry is about the rupee.
Blindly following brokers and advisors can quietly destroy wealth. Good investing starts with questioning advice, not trusting it blindly.
The real edge in investing isn't being able to connect the dots and spot winners - it's the ability to invest capital that is truly yours. That is real safety.
History has the Great Man theory, and likewise, the field of investment can have the Great Investor theory. But can there be a great investor, or can anyone become one by following trends?
Investors who obsessively follow financial news often harm their own interests by overreacting to it. News is about the short-term, which investors should mostly ignore...
A weird betting bot teaches what seasoned investors already know: the best strategy is often to do nothing at all
Human beings perceive and calculate risk in a very non-linear fashion. We are often unable to make the correct decisions in everything from where to go on a holiday to where to invest our money.
What we need is a simple strategy that doesn't force us to try to time the markets. And that's exactly what is offered by the simple time-tested techniques of asset allocation and rebalancing.
Jesse Livermore, a trader on Wall Street, once said, "There are only two emotions in the market - hope and fear." However, the list includes doubt, suspicion, caution, confidence, fear, panic, despair, etc
In most spheres of life & especially so in the stock markets, the basic truth is that everyone will always work for their own benefits. And for an investor, this is the first lesson to be learned.
Most people's risk tolerance is actually zero. You could be financially very stable and yet be completely averse to the idea of losing money. The solution is to adopt time-based asset allocation.
If you define risk as volatility, then the stock markets are indeed very risky. But if you define risk as the probability of suffering a loss over the long term, then the risk is entirely manageable.
Theories & processes play a major role in the arena of investments. But then, where do individuals & their skills or instincts figure? Do they play a major role in successful investments as well?
Foolishness is the lifeblood of the stock market. Instead of worrying about how well companies are doing, investors should worry about whether an adequate supply of foolishness will be maintained
It's not possible to predict what happens in the market in the short term. Yet, all kinds of media work hard to maintain the illusion that this is not only possible, but routine.
A World Cup win, a war, oil at $119, drones on refineries, a bank chairman's exit and the month isn't over. The morning panic still belongs to borrowed-money investors, not you.
Your SIP's XIRR can swing 35 points in a correction, not because you erred, but because early-stage compounding math works differently than most investors think.
When markets react to war and headlines grow louder, the real question for investors isn't what's happening — it's whether they should actually do anything about it.
SEBI's new categorisation circular fixes old problems while handing the industry fresh material for the next round of product clutter
The science of longevity and the science of wealth-building point to the same personality trait
What held NPS back for years just changed. Watch Investors' Hangout to understand why it matters now.
Nearly a century ago, experts were serving up the same buffet of market explanations. Nothing has changed.
Your portfolio may be doing better—or worse—than you think. It depends on what you're measuring. Watch Investors' Hangout to understand which metric matters.
When the media scrambles for something to say, that's usually a sign that your finances are in stable hands
The Budget shouldn't force impulsive decisions.
Watch this special episode of Investors' Hangout to understand what Union Budget 2026 means for your investments and taxes.
When your NPS account is frozen, the administrative fix is quick and easy. But to keep it that way requires better savings habits.
A retirement corpus is not about the number you reach—it's about whether that number can survive inflation, uncertainty, and you.
Watch Investors' Hangout this week to understand more.
Japan's bond market signals the close of a 25-year era of cheap capital, forcing investors to rethink valuations, growth narratives and the true cost of money
The first ₹1 crore isn’t just a milestone on a chart; it’s when compounding finally becomes real.
Scott Adams' 87-word financial masterclass remains the best investment advice ever written
Short-term losses trigger instinct, but disciplined investing turns time and consistency into your biggest allies
We tend to procrastinate most important things but this is one commitment that you shouldn't put off for later
Reflecting on 15 years of writing for ET Wealth, here are key lessons that have shaped the future for the average Indian investor
SEBI's mutual fund reform appears to be a fee cut. It is, more precisely, a transparency reset, with some real savings hidden in the plumbing.
Retired and planning for the next 3–5 years? Learn how to invest for stability and peace of mind—without chasing returns.
In a world of algorithms and automation, sometimes what investors need most is a human conversation
A large lump sum can build wealth or break discipline — this episode shows the simplest way to deploy it without losing sleep or catching a market high.
Premiumisation, digital lifestyles and a rising middle India are reshaping demand. Experts decode what this shift means for investors — and where the Union Consumption Fund NFO fits into a long-term portfolio strategy.
Small caps promise big returns—but are they worth the stomach-churning ride? Find out in our upcoming Investors' Hangout.
Why mutual fund companies and brokerages are worth the same, despite opposite customer results
Are index funds truly the smarter choice now, or is the real answer far less obvious than it seems?
This Children’s Day, find out which grows your child’s money faster — Sukanya Samriddhi Yojana, PPF or Mutual Funds.
Even at market highs, your biggest risk isn't the market — it's waiting to start your SIP. Watch this week's Investors' Hangout to know why.
Are you truly retirement ready — or just hoping your money will last longer than you do? Find out in this week's Investors' Hangout.
Why silver's glitter hides a fragility that no serious investor should mistake for safety
Markets change, rules multiply, but the fundamentals of wealth creation remain stubbornly the same
NPS just got its biggest upgrade ever — find out how this game-changing move could transform your retirement future.
This Diwali, Dhirendra Kumar separates festive glitter from real value — is gold still protection, or is silver the new opportunity?
This World Investor Week, Dhirendra Kumar reveals the few decisions that quietly determine whether your wealth compounds—or falls behind.
That viral comparison conveniently omits what matters most: your money and your family's protection
SIPs are steady, markets are cooling — is this a red flag or the healthiest thing that could happen to your money?
Want ₹10,000 a month from ₹10 lakh? Discover the real risks and sustainability on Investors' Hangout.
In this episode, Ajay Argal, Senior Vice President and Portfolio Manager at Franklin Templeton Emerging Markets Equity – India, shares his perspective on Indian market valuations, mid- and small-cap caution, and Franklin Templeton's investment philosophy. Managing over Rs 30,000 crore across seven schemes, including the top-rated Templeton India Value Fund and Franklin Build India Fund, Argal explains why India’s long-standing valuation premium over other emerging markets is rooted in fundamentals like higher GDP growth and consistently strong return on equity.He also discusses:
- Why India's valuation premium remains justified, though not excessive.
- The risks still present in mid- and small-cap segments despite recent corrections.
- How the QGSV framework (quality, growth, sustainability, valuation) and GARP style guide investment decisions.
- How Franklin Templeton evaluates sustainability, long-term growth, and management quality across cycles.
- The rationale behind the current large-cap tilt in funds like Focused, Value, and Dividend Yield, and how style cycles affect short-term performance.
This conversation offers valuable insights for mutual fund investors, equity market enthusiasts, and anyone looking to understand how professional fund managers navigate valuations, style shifts, and market cycles in India.
The Sunjay Kapur estate battle shows why proper will-making matters - and why India needs blockchain authentication
In this episode, Ramesh Mantri, Chief Investment Officer at WhiteOak Capital AMC, shares his insights on where opportunity lies in today’s volatile markets. Despite tariffs, sticky inflation, and global uncertainty, Indian equities have shown surprising resilience. Mantri explains why long-term corporate cash flow growth is the real driver of equity returns, and why this is an ideal environment for active fund managers.With Rs 24,000 crore in AUM and WhiteOak's flexi-cap fund carrying a strong four-star Value Research rating, he outlines how their disciplined, bottom-up process works across both 'flat' and 'turning pitches,' ensuring performance in varied cycles. We also discuss:
- Why small and mid caps still hold alpha potential despite premium valuations.
- How WhiteOak builds a diversified mid-cap portfolio of 100+ stocks with a SIP-focused design and low-beta strategy.
- The reasoning behind staying overweight in IT despite near-term pain, and why smaller IT names continue to deliver alpha.
- Key opportunities in financials, healthcare, asset management, travel & hospitality, real estate, and high-end manufacturing.
Whether you're an SIP investor, a mutual fund enthusiast, or a long-term equity investor, this conversation is packed with practical insights on navigating uncertainty while building wealth.
Are SIPs letting investors down — or are investors quitting before the payoff? To understand, watch Investors' Hangout.
In this episode, we speak with Harish Bihani, Senior Fund Manager at Kotak Mutual Fund, about how recent GST slab cuts could boost demand and earnings over the next 6–24 months, and which sectors are best positioned to benefit. With over 16 years of equity research and fund management experience, Harish shares insights into his approach to managing the Kotak Business Cycle Fund, Kotak Pioneer Fund, and Kotak Small Cap Fund, which together oversee assets of around Rs 23,700 crore.He explains why nimble businesses with pricing power and strong distribution could emerge as the real winners of the GST policy shift, where value still lies in small and mid caps despite stretched valuations, and the principles guiding his investment style: scalable models, hungry management teams, and disciplined monitoring. We also discuss how sectoral filters, management quality, and market share gains shape his stock-picking decisions, and how funds like Business Cycle and Pioneer fit into an investor's portfolio.
Whether you're an equity investor, mutual fund enthusiast, or simply keen to understand India's evolving market dynamics, this episode offers practical takeaways for smarter long-term investing.
Can you really retire with a 100% equity portfolio — or is it a risk that could derail your retirement?
With small- and mid-cap valuations running hot, many investors are wondering: Will earnings growth keep pace, or are we heading for disappointment?In this episode, we sit down with Aditya Khemani, Fund Manager at Invesco Mutual Fund, who manages over ₹25,000 crore across large-, mid- and small-cap strategies. He shares candid insights on:
- Why earnings risk never disappears—but matters less over 3, 5, or 10 years.
- How India’s macro backdrop is one of the strongest in two decades, even as cyclical slowdowns remain inevitable.
- Why valuations must be judged through the lens of long-term growth and cash flows, not just near-term P/E ratios.
- The importance of stock selection vs sector bets in generating alpha.
- Why investors should temper return expectations to realistic low-teen outcomes.
- Key structural themes—from healthcare to financialisation—that continue to drive resilience in his funds.
Khemani also explains why quality, growth, and cash flow conversion remain at the heart of his stock-picking framework, and how patient investors can still create meaningful wealth in India’s evolving markets.
If you’ve been anxious about stretched valuations or confused about how to navigate today’s mid- and small-cap rally, this conversation will give you much-needed clarity.
Lower taxes and cheaper goods sound wonderful, but are we creating a generation that can't save?
Amid stretched valuations in the Indian equity market — especially in the mid-cap space — how should investors think about opportunities, risks, and portfolio positioning?In this episode, we speak with Kirti Dalvi, Fund Manager at Mahindra Manulife Mutual Fund, who shares her perspective on:
- Why she remains constructive on India despite elevated valuations.
- Her investment philosophy and bottom-up stock-picking approach.
- How she evaluates high P/E businesses for growth visibility and sustainability.
- Key lessons learned from her mid-cap fund’s recent underperformance.
- Sector outlooks, including financials and industrials.
- Non-negotiables on risk management, position sizing, and sell discipline.
Dalvi also explains how she balances conviction with caution in an expensive market, what triggers a reallocation or exit, and why flexibility and humility are essential in volatile times.
This deep-dive conversation is a must-listen for investors navigating Indian equities, especially those interested in mid-caps, fund management strategy, and lessons from market cycles.
Dipping into your equity for short-term needs? It could cost you crores in the long run.
Unravel the answer to every investor’s dilemma: how to balance returns and peace of mind.
Sometimes, exceptional circumstances genuinely justify breaking investment rules. Or do they?
Got 20 funds in your portfolio? That's not smart diversification — that's clutter. learn how to cut the fat and boost returns in this podcast.
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.
In this episode, we break down the newly launched Mirae Asset Gold Silver Passive Fund of Funds — a unique investment product that combines gold and silver exposure in a single portfolio. Joining us is Siddharth Srivastava, Head – ETF Products and Fund Manager at Mirae Asset Investment Managers, along with Dhirendra Kumar, to explain how this Fund of Funds works, the allocation strategy, and why now is the right time to bring these two metals together.
We explore:
- How the fund dynamically allocates between gold and silver ETFs
- The distinct roles of gold and silver in a portfolio
- Historical return patterns and volatility of both metals
- How this product can fit into a core or satellite allocation strategy
- Who should consider investing — conservative or aggressive investors
Whether you’re looking for a safe-haven asset, a diversification tool, or a tactical commodities play, this conversation will help you understand the risk-reward of holding both gold and silver in one product.
Insurance defenders miss the point about systematic problems that go beyond individual bad actors
In this exclusive conversation, Gaurav Misra, Head – Equity at Mirae Asset Investment Managers (India), shares his nuanced take on why he remains optimistic about India’s small-cap and mid-cap segments despite rich valuations. With nearly 30 years of experience, Misra discusses how a disciplined, valuation-driven, and contrarian investment philosophy has powered the turnaround in Mirae’s Focused and Large Cap funds. He breaks down the fund’s successful calls in IT, banking, and fintech, why he’s betting on a revival in the consumption and real estate cycle, and how Mirae’s revamped sectoral research and stock-picking framework is positioning it for the $7-trillion India opportunity.
In this episode of Fund Focus, we sit down with Alok Singh, Chief Investment Officer at Bank of India Mutual Fund, to dive deep into the fund house's latest launch — the Bank of India Mid Cap Fund NFO.Mid-cap funds promise high growth, but also come with volatility. So how is this fund different? What strategy does it follow? Who should invest — and how much?
Alok shares:
- What makes mid-caps a compelling opportunity today
- His unique investment lens focused on ROE improvement and allocation sizing
- How to identify real multibaggers and avoid survivorship bias
- His approach to risk, momentum, and portfolio construction
- Why this fund deserves a place in your core portfolio
Multi-asset funds are often called 'all-weather portfolios'—but what truly sets them apart? In this episode, we sit down with Raghav Iyengar, CEO of 360 ONE Asset Management, to discuss the launch of their new Multi Asset Allocation Fund and what makes it unique in a crowded market. Learn how this fund balances equity, debt, gold, silver, REITs, and InvITs. Raghav walks us through the fund’s asset allocation strategy, the role of the Asset Allocation Committee, and how their flexible, macro-driven approach helps manage volatility without compromising returns. He also shares insights into their SCDV-based equity selection philosophy, real-time defensive shifts, and how this fund fits into different investor profiles—from first-time savers to seasoned portfolio builders.
Key topics covered:
- What makes 360 ONE’s multi-asset fund unique
- Strategic asset mix: equity, debt, gold/silver, REITs/InvITs
- Behavioural edge & investor suitability
- Why it’s ideal for 3–5 year goals or defensive allocation
- How fund managers stay flexible in a VUCA world
What’s really driving the markets right now—and where might they head next?
In this exclusive interview, Atul Bhole, fund manager at Kotak Mutual Fund, breaks down market trends, valuation concerns, and smart shifts in portfolio strategy. With over ₹65,000 crore in assets under management and two four-star-rated funds—Kotak Midcap Fund and Kotak Aggressive Hybrid Fund—under his watch, Bhole brings deep insights on how he’s navigating a volatile environment.
Tune in to hear:
- Why recent market fatigue may be temporary
- Whether mid- and small-cap valuations are frothy—or justified
- What festive season indicators Bhole is watching closely
- The non-negotiables in his investment playbook: management, business strength, and growth
- The sectoral rotation that powered Kotak Midcap Fund’s rebound from third to first quartile
- What signals he tracks before buying or trimming a stock
This episode is a must-listen for serious investors, mutual fund followers, and anyone interested in understanding how a fund manager thinks through volatility, fundamentals, and opportunity.
The insurance industry's predatory practices demand a collective response from customers
In this episode, Meenakshi Dawar—Senior Fund Manager, Equity Investments at Nippon India Mutual Fund—shares her market outlook and investment strategy amid today’s uncertain environment. With over ₹22,000 crore in AUM, she manages the four-star-rated Nippon India Aggressive Hybrid Fund and Nippon India Value Fund.
Meenakshi discusses:
- Why Indian markets are in a consolidation phase
- How she’s managing risk amid stretched valuations and slower growth
- Her top-down sector and bottom-up stock selection framework
- How to avoid value traps and identify undervalued opportunities
- Why she’s bullish on power and consumer durables
- The differences in positioning between Nippon’s Value, Flexi Cap and Aggressive Hybrid Funds
- Risk management in mid- and small-cap allocations
Whether you're a long-term investor or tracking tactical opportunities, this conversation is packed with real insights from one of India's top-performing fund managers.
What should a retiree’s investment plan really look like? And how do you invest when the next market cycle might look nothing like the last?
In this episode, Rajeev Thakkar, CIO of PPFAS Mutual Fund, joins us to talk about their Dynamic Asset Allocation Fund — a strategy designed not for market timing, but for real-life goals like cash flows, capital preservation, and inflation protection.
We explore:
- Why equity returns aren't guaranteed in the short term
- How PPFAS balances debt and hedged equity
- The logic behind staying in the 35–65% equity tax bracket
- Why this fund may underperform in bull markets — by design
- And who it’s really meant for: conservative investors, especially retirees
If you’re looking for a calmer, more predictable way to stay invested — this episode is for you.
Capitalmind Mutual Fund has entered the Indian investing landscape—and it’s starting with a bold move: a Flexicap Fund built on a fully quantitative, factor-based investing approach.In this episode, we speak with Deepak Shenoy, Founder of Capitalmind Mutual Fund, about:
- Why Capitalmind transitioned from PMS to launching a fund house
- How their investing philosophy blends data, market sentiment, and adaptability
- The quantitative engine powering their Flexicap Fund
- What sets their approach apart in a crowded flexicap category
- Who should invest—and who shouldn’t
We also dive into factor investing, momentum strategies, and how their fund dynamically shifts between large-, mid-, and small-cap stocks using market regime indicators.
Whether you're a mutual fund enthusiast, a DIY investor, or a curious listener looking to understand the future of quantitative investing in India, this episode offers a front-row view into how a new-age fund house is thinking differently.
Don’t forget to subscribe and follow us for more deep-dive conversations with India’s top money minds.
In this exclusive episode, Gopal Agrawal, Senior Fund Manager – Equity at HDFC Mutual Fund, offers deep insights into what’s powering the HDFC Balanced Advantage Fund’s 75% return over three years, and how his investing philosophy blends value and growth to outperform benchmarks.Agrawal manages over ₹1.54 lakh crore across four schemes and shares the behind-the-scenes decision-making that fuels his dynamic asset allocation, sector rotations, and the unique top-heavy-yet-diversified portfolio structure he favours. From the fund’s evolution post-Prashant Jain to navigating premium valuations and recovering from past missteps, Agrawal gets candid about what it takes to deliver consistent absolute returns in today’s volatile market.
Whether you’re an investor in HDFC BAF, exploring multi-cap or large & mid-cap funds, or simply curious about how top fund managers navigate cycles—this conversation is a masterclass in real-world portfolio management.
Topics Covered:
- What’s driving HDFC BAF’s 75% return and outperformance
- Balancing growth, valuation, and downside protection
- How dynamic sector calls shaped HDFC Large & Mid Cap Fund
- Avoiding liquidity traps in mid- and small-cap spaces
- The philosophy behind maintaining 200+ stock portfolios
- How Balanced Advantage Funds truly work (and why they’re misunderstood)
- Lessons learned from underperformance and course correction
Categories/Genres: Business, Investing, Finance, Retirement Planning, Mutual Funds
In this episode, Rahul Bhagat, CEO of DSP Pension Fund, shares a rare insider's perspective on why the National Pension System (NPS) remains underpenetrated despite being one of India’s most promising retirement planning tools. He breaks down the barriers to adoption, the differences between auto vs active allocation, and explains how DSP’s value-driven investment approach helps manage risk and deliver long-term returns in the NPS space.Bhagat also explores the regulatory tweaks needed to boost NPS participation, what first-time investors should look for in a pension fund manager, and why the industry has the potential to grow from ₹15 lakh crore to ₹50 lakh crore—if the right ecosystem is built.
Whether you’re an HR professional, financial advisor, or investor planning for retirement, this conversation will help you understand NPS from both a strategic and investor lens.
Key topics covered:
- Why onboarding and distributor incentives are holding NPS back
- DSP’s investment philosophy for equity in pension portfolios
- How to choose between auto, balanced, and active allocation
- What sets DSP Pension Fund apart in terms of transparency and communication
- What regulatory changes can help NPS thrive
- Why paying a bit more for smarter fund management can yield better returns
Categories/Genres: Business, Investing, Retirement Planning, Personal Finance, Government & Organizations
In this insightful conversation, Satish Ramanathan, Chief Investment Officer (CIO) – Equity at JM Financial Mutual Fund, discusses his approach to navigating the complexities of India’s equity market. With over ₹11,100 crore in assets under management, Satish shares his perspectives on how global volatility, sector rotations, and mid- and small-cap stock exposure have influenced the performance of key funds like JM Flexi Cap, ELSS, and Value Fund. He also highlights the strategic shifts being made to position the funds for recovery, focusing on large-cap stability, growth opportunities in corporate India, and the key role of liquidity in market recovery.
- Market outlook: Satish explores the sound fundamentals supporting India’s equity market, despite potential concerns around overvaluation and short-term market volatility.
- Investment philosophy: Learn about his philosophy of focusing on structural growth stories, earnings quality, ROE, and cash flows while selecting stocks.
- Performance insights: Hear Satish’s thoughts on the recent underperformance of key funds, the tactical shift toward large-cap stocks, and how they are positioning for future growth.
- New Fund Launch: Get insights into the upcoming JM Large & Midcap Fund, designed to balance growth and stability by providing better sectoral representation and reduced bias towards financials and oil & gas.
- Value Investing: Satish discusses his approach to value investing in mid- and small-cap stocks despite their current high valuations, and how he finds hidden gems with strong growth potential.
Tune in to understand how JM Financial’s disciplined approach to stock selection and strategic shifts aims to capitalize on the evolving market dynamics and deliver long-term value for investors.
In this exclusive interview, Abhishek Singh, Vice President and Fund Manager at DSP Investment Managers, offers valuable insights into his approach to fund management and his perspectives on the Indian equity market. Managing over ₹20,000 crore across four schemes, including the five-star-rated DSP Large Cap Fund, Abhishek shares his thoughts on the disconnect between market optimism and earnings, the importance of holding cash in uncertain times, and what’s been driving the outperformance of the DSP Large Cap Fund.
- Valuation discipline: Abhishek discusses how the fund avoids the common pitfalls of overvaluation and focuses on bottom-up fundamentals.
- Cash management: Understand the rationale behind the fund's rising cash levels and how it helps in creating flexibility during volatile markets.
- Portfolio strategy: Learn about the fund's concentrated portfolio of 30-32 stocks, and how this strategy differentiates the DSP Large Cap Fund from others in the space.
- Market outlook: Hear Abhishek’s take on the disconnect between macro optimism and bottom-up earnings, the potential impact of rising valuations, and how he’s positioning his portfolio for the future.
- Hybrid fund strategy: Abhishek also sheds light on his recent turnaround of the DSP Aggressive Hybrid Fund, and how a focus on valuations and concentration has driven its improvement.
This episode is a must-listen for investors looking to understand value-conscious investment strategies, portfolio diversification, and the Indian market outlook through the lens of one of India’s top fund managers.
In this episode, we sit down with Manish Gunwani, the Head of Equities at Bandhan Mutual Fund, who manages over ₹37,700 crore in assets and oversees two 5-star rated funds — the Bandhan Smallcap Fund and Bandhan Large & Midcap Fund. With deep research and a long-term investment philosophy, Manish shares his insights on the Indian market, particularly the small-cap space, and his approach to valuations in today’s market environment.
- Discover his views on the current market valuations and whether small-caps are still presenting opportunities.
- Learn about Bandhan's deep research capabilities and their 600-700 stock universe in the small-cap sector.
- Manish talks about the long-term potential of the manufacturing sector, AI disruption, and how geopolitical tensions are shaping investment decisions.
- He shares his investment philosophy, focusing on quality businesses, even in a time of stretched valuations, and why the Indian currency’s stability is a positive for long-term foreign capital influx.
- Get insights on asset allocation models, macro parameters, and valuation strategies used at Bandhan Mutual Fund for funds like the Bandhan Balanced Advantage Fund.
- With a value bias in his portfolio, Manish explains how he balances growth and value investing to generate superior long-term returns.
Join us for a deep dive into the Indian equity market, investment strategies, and the outlook for small-cap stocks with one of the leading voices in the industry.
Curious about how to safeguard your retirement? Tune in to learn how the 3-Bucket strategy can help!
In this insightful interview, Niket Shah, Chief Investment Officer at Motilal Oswal Asset Management, shares his perspective on the current Indian equity market, where valuations are stretched but opportunities still exist. Shah, who manages Rs 59,000 crore across multiple funds, discusses his high-conviction investment approach, focusing on quality businesses with strong growth potential.
He explains the challenges of finding value in today’s market and how he navigates elevated valuations with a differentiated strategy. Shah also dives deep into his QGLP philosophy—emphasizing quality, growth, longevity, and price—and how he builds concentrated portfolios with carefully selected stocks. He sheds light on his approach to mid- and small-cap investments, allocation calls, and sector diversification, while offering insights on how his rigorous research and firsthand experiences drive his decision-making.
Tune in for valuable lessons on how to build high-performing portfolios in a market where easy wins are harder to come by and learn about the emerging themes that continue to shape his investment strategy.
In this exclusive interview, Ashish Naik, Fund Manager at Axis Mutual Fund, shares valuable insights on managing assets worth over Rs 40,000 crore across multiple schemes. Naik discusses the challenges posed by stretched valuations, global macroeconomic shifts, and evolving market dynamics. He delves into Axis Mutual Fund’s strategic recalibration in response to these challenges, emphasising their focus on growth and quality investment strategies, sector diversification, and stock selection.
Topics covered include:
- Managing equity allocations amidst high valuations
- Key external risks, such as tariff wars and central bank policies
- The evolution of Axis Mutual Fund's strategy and portfolio adjustments
- The turnaround of Axis ELSS Tax Saver Fund
- Insights on new-age sectors with high growth potential
- Reflections on Axis Mutual Fund's performance and investor perception
Naik’s experience offers listeners a deep dive into how one of India’s top asset managers is navigating market uncertainty while staying committed to long-term investor growth. Tune in to learn from one of the most respected voices in Indian mutual funds today!
In this insightful interview, Meeta Shetty, Fund Manager at Tata Asset Management, shares her in-depth perspectives on the current state of Indian equity markets and how she navigates the complexities of investing in mid- and small-cap stocks. With a focus on bottom-up investing, Shetty elaborates on her unique strategy of identifying companies at key inflection points with improving Return on Capital Employed (ROCE).
She also sheds light on the adjustments being made to the Tata Focused and Tata Multicap funds, addressing past underperformance, portfolio recalibration, and the introduction of new alpha-generating opportunities. Additionally, Shetty provides a detailed look at her stock selection process, including her assessment of company growth visibility, risk profile, and valuation considerations.
Tune in to hear as she outlines her approach to finding long-term growth opportunities in a volatile market. Learn about the balance she maintains between alpha-compounders and how she's positioning her portfolios for future success.
In this insightful podcast, Rajat Chandak, Senior Fund Manager at ICICI Prudential Mutual Fund, shares the strategies behind the successful turnaround of the ICICI Prudential Balanced Advantage Fund (BAF). After a tough 2023-24, the fund is back in the top quartile in 2025, driven by strategic recalibrations and a disciplined, data-driven approach. Rajat discusses how his bottom-up research, valuation discipline, and a focus on high-quality stocks helped ICICI Prudential’s equity schemes bounce back stronger. He also covers the importance of sticking to the core investment philosophy of risk-adjusted returns, the role of dynamic allocation in the BAF strategy, and how the Flexicap Fund continues to outperform its peers.
Tune in to hear Rajat’s views on the current Indian market landscape, his insights into sectors like consumption, banks, and public sector power stocks, and why patience and research remain critical for success in both large-cap and small-cap investments.
Is it time to switch your mutual funds? Discover when, why, and how to make the move with Dhirendra Kumar in our latest Investors' Hangout!
In this insightful podcast, Vinay Paharia, Chief Investment Officer (CIO) at PGIM India Mutual Fund, discusses the key drivers behind the recent rebound in Indian equity markets and the strong comeback of PGIM’s equity funds after a challenging 2023-24. With a focus on high-quality, high-growth businesses, Paharia outlines why these stocks are back in favor and how India’s growing economy, effective monetary policies, and macroeconomic stability are fueling the market’s growth in 2025.
Vinay also explains PGIM India’s evidence-based investment philosophy, emphasizing stock picking over market timing, and the importance of adhering to a disciplined strategy. He shares the portfolio changes and stock selections that helped PGIM’s ELSS, Large and Mid Cap, and Small Cap funds outperform in 2024, and delves into the factors contributing to the success of PGIM India’s small-cap fund. Learn why high-growth, high-quality companies have outperformed and how PGIM India’s diversified, low-churn approach is set for long-term success.
In this exclusive interview, Ashutosh Bhargava, Head of Equity Research and Fund Manager at Nippon India Mutual Fund, shares his insights on the current state of the Indian equity market in 2025. He discusses the challenges of momentum investing, the outlook for equity markets, and why disciplined investing is essential in today’s volatile environment. Ashutosh highlights the primary drivers of market performance, such as improved fiscal policy, the RBI’s supportive stance, and the post-earnings downgrade recovery. He also delves into strategies for navigating market uncertainties, including the appeal of flexi-cap and multi-cap funds, which offer a balanced risk-reward ratio. Additionally, Ashutosh sheds light on the performance of Nippon India Multi Cap Fund, the role of sectoral allocation, and how momentum investing can be both a rewarding and risky strategy in volatile markets. For retail investors looking for practical advice, Ashutosh advises a disciplined approach through systematic investments and careful asset allocation.
Tune in for expert guidance on how to manage your portfolio, especially in uncertain times, and understand the best strategies to capitalize on the opportunities that lie ahead in the Indian market.
Learn practical, proven ways to build a strong equity portfolio that can navigate market ups and downs.
In this insightful episode, Rukun Tarachandani, Fund Manager at PPFAS Mutual Fund, shares his expert perspective on navigating today's volatile equity markets amid global uncertainties. He discusses the impact of geopolitical tensions, US tariffs, and fluctuating valuations on Indian markets, while emphasising the importance of bottom-up stock selection grounded in strong fundamentals. Learn why PPFAS maintains a hefty cash buffer, how they identify opportunities in private banking and energy transitions, and their disciplined approach to corporate governance, cash flow strength, and valuation discipline. Whether you're an equity investor or exploring dynamic asset allocation strategies, this conversation offers actionable insights to build resilient portfolios and confidently face market volatility.
In this episode, we feature Chirag Setalvad, Head of Equities at HDFC Asset Management Company, one of India's most seasoned and respected fund managers. Chirag shares deep insights on his investing philosophy, lessons from his mentor Sanjoy Bhattacharyya, and how the HDFC AMC equity strategy has evolved over the years.
Key highlights:
- Core principles from Sanjoy Bhattacharyya that shaped Chirag's investing journey
- Why simplicity, independent thinking, and long-term focus matter more than chasing trends
- How HDFC evaluates stocks across large, mid, and small caps
- Views on current market valuations, margin cycles, and sector opportunities
- Why size isn't the biggest challenge in managing large funds like HDFC Midcap Opportunities and Small Cap Fund
- Active vs passive investing: Chirag's take on mid-cap index funds vs alpha generation
- A look into HDFC AMC's conservative-yet-adaptive investment framework
Whether you're a retail investor, mutual fund enthusiast, or market student, this conversation offers a rare perspective into the thought process behind one of India's leading asset managers.
Watch to learn if your asset allocation is set up to grow your wealth and protect you through market ups and downs!
In this episode, we dive into the investing philosophy of Chirag Dagli, Fund Manager at DSP Mutual Fund, who manages the DSP Multicap Fund and DSP Healthcare Fund with a combined AUM of ₹5,000 crore. From his early days as a Harshad Mehta-era stock market enthusiast to now managing star-rated funds, Chirag's evolution as an investor offers rich insight.
Highlights:
- The four-bucket strategy: Growth, Value, Compounders, and Turnarounds
- Why Chirag avoids rigid labels like 'value investor' or 'growth investor'
- DSP Multicap Fund's heavy mid- and small-cap tilt and its rationale
- His bottom-up approach to stock picking, even in expensive markets
- Why capital efficiency is a non-negotiable metric
- Views on market volatility and global macro uncertainty
- DSP Healthcare Fund's global diversification through US-listed stocks
Chirag also shares how portfolio construction shapes his decision-making and why DSP is willing to look beyond the Nifty 500 for alpha generation. This is a must-listen for investors seeking practical frameworks to navigate today's dynamic equity markets.
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.
Join us for an insightful conversation with Sonam Udasi, Senior Fund Manager at Tata Mutual Fund, as he shares his 25+ years of experience managing equities through volatile markets. Learn how he balances value investing with growth opportunities across market caps, focusing on business quality, scalability, and disciplined research. Sonam discusses the recent market corrections, recovery prospects for mid- and small-cap stocks, and strategies to navigate uncertainty. Whether you’re a seasoned investor or just getting started, this episode offers valuable perspectives on building a resilient portfolio for long-term wealth creation in today’s dynamic market environment.
Is an international fund the missing piece in your portfolio—or just unnecessary risk? Watch now to find out!
In this episode, we sit down with Rajasa K, Vice President and Portfolio Manager – Emerging Markets Equity-India at Franklin Templeton. Drawing from her rich experience navigating market cycles since 2008, Rajasa shares her insights on current market volatility, the outlook for Indian equities, and the evolving role of hybrid funds in turbulent times. Discover her investment philosophy blending growth and value, and how Franklin Templeton’s dynamic asset allocation model adjusts equity exposure based on market valuations.
In this insightful interview, Siddharth Srivastava, Head of ETF Products at Mirae Asset Investment Managers, talks about the growing popularity of ETFs, especially international ETFs, and how they offer great potential for portfolio diversification. Srivastava discusses key sectors like technology, healthcare, and energy, which have seen strong growth and will continue to drive market recovery. He also dives into his approach for designing ETFs, the importance of selecting the right index, and why investing in international markets, especially during market corrections, is an opportunity not to be missed.
This is a must-watch for anyone looking to optimise their investment strategy with ETFs.
SiddharthSrivastava #MiraeAsset #ETFs #InternationalInvesting #PassiveInvesting #IndexFunds #FinancialMarkets #ETFsIndia #InvestmentStrategy #ETFProducts #ValueResearch
Is chasing 25%+ annual returns a dream or a reality? Listen to our podcast to find out the truth!
In this discussion, Rohit Singhania, Co-Head of Equities at DSP Mutual Fund, shares his views on market volatility, the sectors crucial for India’s market recovery, and his disciplined investment strategy. Singhania discusses the outlook for sectors like Financials, IT, and Energy, providing insights into their potential to drive long-term growth despite global uncertainties. He also elaborates on how he selects stocks based on business fundamentals and valuations, emphasising the importance of patience and cautious optimism in volatile market conditions.
RohitSinghania #DSPMutualFund #IndianEquities #ValueResearch #MarketRecovery #Financials #ITSector #EnergySector #InvestmentStrategy #StockSelection #MarketVolatility #EquityInvesting #FundManagement
In this interview, Aditya Pagaria, Senior Fund Manager (Fixed Income) at Axis Mutual Fund, shares his outlook on the Indian debt market amidst recent RBI rate cuts and global economic uncertainty. He highlights the opportunities within the fixed-income space, advising investors on how to lock in higher yields, assess creditworthiness, and adapt to changing market conditions. Pagaria also discusses his strategic approach to managing debt portfolios, including the use of liquidity and tactical adjustments to capture the best returns in both rising and falling interest rate environments. #FixedIncomeInvesting #AxisMutualFund #DebtFunds #ValueResearch #RBI #InflationControl #InterestRates #InvestingInIndia #InvestmentStrategy
Investing in foreign stocks is about owning great businesses, not just avoiding domestic market downturns
Discover how to turn your ₹1 Crore retirement corpus into a steady income powerhouse—without sacrificing growth or security!
Is your fixed income strategy ready for today’s market? Join Dhirendra Kumar for expert insights on navigating uncertainty!
Join Abhishek Bisen, Head of Fixed Income at Kotak Mahindra Mutual Fund, in this exclusive interview as he shares his expert views on India’s resilient debt market amidst global volatility and RBI rate cuts. With 18 years of experience navigating market cycles, Abhishek highlights the key role of liquidity and risk management in bond investments. He discusses how India’s debt market remains stable and attractive, despite rising global yields, and provides valuable insights into asset allocation strategies for investors in today’s environment.
Tune in for a deep dive into fixed-income opportunities and strategies for navigating changing yields and inflation dynamics.
ValueResearch #IndianDebtMarket #AbhishekBisen #KotakMahindra #FixedIncome #DebtInvestment #RiskManagement #BondYields #AssetAllocation #RBIRateCuts #InvestmentStrategy
Tags: Abhishek Bisen, Kotak Mahindra Mutual Fund, Fixed Income, Indian Bonds, Debt Market, Risk Management, Investment Strategy, RBI Rate Cuts, Yield Locking, Inflation, Asset Allocation, Portfolio Management, Value Research
In the rush for 'hot' investments, corporate governance remains the bedrock of sustainable returns
Value Research sits down with Nimesh Chandan, CIO at Bajaj Finserv Mutual Fund, to unravel his InQuBe framework—the fusion of informational, quantitative, and behavioural edges that powers contrarian, market‑beating investment decisions. Learn how Nimesh blends top‑down mega‑trend analysis with bottom‑up stock screeners, employs pre‑mortem valuation scenarios, and uses Kelly‑based position sizing alongside strict stop‑loss and event triggers.
ValueResearch #BajajFinserv #NimeshChandan #InQuBe #EquityInvesting #AlphaGeneration #ContrarianInvesting #BehavioralFinance #PortfolioStrategy #MegaTrends
Tags: Nimesh Chandan, Bajaj Finserv Mutual Fund, Value Research, InQuBe Framework, Equity Markets, Risk Management, Top‑Down Investing, Bottom‑Up Stock Picking, Alpha Strategies, Contrarian Approach
Is gold still the ultimate hedge? Find out which form of gold is right for your portfolio in our latest Investors' Hangout!
In this episode, Amit Ganatra, Head of Equities at Invesco Mutual Fund, takes you through his journey and unveils Invesco's disciplined, in‑house six‑category stock selection process. He explains how a high‑quality portfolio focus and strict risk‑management levers delivered alpha across market cycles. He also breaks down the turnaround strategies behind the Midcap Fund's 2024 comeback and the all‑weather Large & Midcap Fund's outperformance.
ValueResearch #AmitGanatra #InvescoMutualFund #EquityResearch #InvestmentPhilosophy #RiskManagement #IndianMarkets
Tags: Value Research, Amit Ganatra, Invesco Mutual Fund, Equity Markets, Stock Selection, Portfolio Construction, Risk Management, Midcap Fund, Large & Midcap Fund, Indian Equities, Investment Strategy
In this episode of Money Masters, Dhirendra Kumar sits down with Samir Arora, Founder and Fund Manager at Helios Capital, to unpack the firm's six‑category investment framework that delivers high‑confidence, long‑term alpha in Indian equities. Aurora shares how Helios Capital uses disciplined two‑to‑three‑year holding periods, rigorous governance filters, and a balanced growth‑value approach to navigate market cycles, manage risk, and consistently outperform. Tune in for actionable insights on portfolio construction, sector allocation, and adopting a 'reasonable confidence in high returns' mindset to elevate your equity investing strategy. #ValueResearch #DhirendraKumar #MoneyMasters #SamirArora #HeliosCapital #EquityInvesting #AlphaGeneration #InvestmentFramework #IndianMarkets
Tags: Samir Arora, Helios Capital, Fund Manager, Equity Strategy, Stock Selection, Long‑Term Investing, Risk Management, Portfolio Construction, Indian Equities, Money Masters, Dhirendra Kumar, Value Research
In this insightful podcast, Bhavesh Jain, Co-Head of Factor Investing at Edelweiss Mutual Fund, discusses how global factors, like US tariff measures and geopolitical tensions, are impacting market volatility and Indian equities. He explains the fund house's approach to multi-cap investing, with a focus on growth, quality, value, and momentum, and shares how this factor-based strategy helps the fund navigate volatile markets. Bhavesh also provides valuable insights on diversified portfolios, the importance of asset allocation, and how retail investors can manage risk during market turbulence.
Tune in to learn how disciplined, long-term investing and a well-balanced portfolio can provide protection against market volatility and generate consistent returns.
FactorInvesting #BhaveshJain #EdelweissMF #MarketVolatility #InvestmentStrategy #EquityInvestment #IndianEquities #AssetAllocation #SIP #PortfolioDiversification #InvestingWisdom #MutualFunds #FinancialPodcast #ValueResearch
Tags: factor investing, Bhavesh Jain, Edelweiss Mutual Fund, market volatility, equity investing, portfolio diversification, asset allocation, investment strategies, retail investing, mutual fund podcast, financial planning, risk management, investment advice, SIP, gold investment, market recovery, economic growth, Indian markets, Value Research
Confused by market noise? Learn how to invest smartly amid chaos and cut through the hype!
The markets are in turmoil, with the Sensex crashing over 3,000 points amid global uncertainties like Trump's tariff shock and fears of a looming recession. So, what does this mean for long-term investors?
Is your portfolio prepared for market volatility? Find out how to build resilience in our latest Investors' Hangout!
Listen in to this conversation with Mayur Patel, Fund Manager at 360 ONE Asset, as he shares his journey from Tata Motors to managing investments, his approach to growth and value investing, and how his experience shapes the way he picks stocks for his portfolio.
With insights on small-cap investing, sectoral trends, and key market opportunities, Mayur delves into the importance of capital efficiency, cash flow generation, and governance when selecting investments. He also discusses the impact of macroeconomic factors like government capex, consumer discretionary growth, and global risks.
Tune in to learn how Mayur balances growth with value to consistently deliver strong returns.
ValueResearch #MayurPatel #InvestingStrategy #GrowthVsValue #360ONEAsset #StockSelection #MarketTrends #InvestingInsights #IndianEquity #FundManagement #SmallCapStocks #InvestmentPhilosophy
What if your portfolio is missing out on the world's biggest wealth creators? Watch this episode & find out!
In this insightful interview, Ashish Gupta, Chief Investment Officer at Axis Asset Management, discusses India’s growth trajectory, his strategy at Axis AMC, and how he navigates market corrections. With over two decades of experience, Gupta shares his thoughts on reshaping the firm’s investment approach, focusing on diversification, risk management, and long-term value creation. He also sheds light on how he remains optimistic about India's economic growth despite the current market challenges. Tune in to hear more about India's outlook, quality investing in a challenging market, and strategies to identify growth opportunities.#AshishGupta #AxisAMC #IndianEconomy #InvestingInIndia #MarketOutlook #GrowthStory #FundManagement #InvestmentStrategy #AxisBluechip #MarketCorrection #IndiaGrowth #FinancialMarkets #ValueResearch
In this episode of Money Masters, Dhirendra Kumar moderates a deep dive into the investment philosophy of Anand Shah, CIO of PMS & AIF at ICICI Prudential Mutual Fund. With over 25 years of experience, Anand shares insights on building wealth through mutual funds, managing risk, and the importance of patience in investing. He takes us through his early career, the lessons learned from the dot-com bubble, and his framework for identifying strong businesses with sustainable growth. Tune in to understand how a bottom-up approach, a clear goal, and avoiding emotional decisions can lead to long-term investment success.
ValueResearch #DhirendraKumar #MoneyMasters #AnandShah #InvestmentPhilosophy #WealthBuilding #PMS #MutualFunds #RiskManagement #LongTermInvesting #FinancialGoals #ICICIPrudential #InvestmentJourney #StockMarketSuccess #InvestmentStrategy
Want to build lasting wealth with mutual funds? Don’t miss the 5 essential rules in this podcast of Investors' Hangout!
In this interview, we sit down with Chandraprakash Padiyar, Senior Fund Manager at Tata Asset Management, to discuss his investment philosophy, his approach to managing small-cap funds, and how he navigates market volatility. With nearly 25 years of experience in equity markets, Padiyar shares his insights on growth at a reasonable price (GARP), the importance of free cash generation, and why selective stock-picking is key to long-term success. Tune in to hear how Tata's small-cap fund has held up well during market corrections and what Padiyar believes are the secrets to successful investing in today's market environment.
ChandraprakashPadiyar #TataAssetManagement #SmallCapInvesting #GrowthAtReasonablePrice #InvestingPhilosophy #MarketVolatility #FundManagerInsights #MutualFunds #InvestmentStrategy #ValueResearch
In this exclusive interview, we dive into an insightful conversation with Harshad Borawake, Head of Research and Fund Manager at Mirae Asset Investment Managers. With nearly 20 years of experience in fund management, Borawake shares his perspectives on navigating the recent market correction, his growth-at-a-reasonable-price (GARP) investment philosophy, and how Mirae's hybrid funds are adapting to the evolving market dynamics. He also discusses the impact of government policies, sector-specific trends, and the steps being taken to improve fund performance in a challenging environment.
Tune in to hear valuable insights on investing during times of volatility, focusing on quality businesses, and adapting to market changes.
HarshadBorawake #MiraeAsset #InvestmentStrategy #FundManagement #MarketCorrection #HybridFunds #GARP #StockPicking #InvestmentPhilosophy #LongTermInvesting #FinancePodcast
Recent market corrections have left many portfolios 'red'. But don't worry, it's not the end! In this week's Investors' Hangout we will teach you how to get your portfolio back on track!
Bearish voices grow louder when markets crash, but history favours the patient investor
Women may be better investors than men, but do we need special financial products for them?
Ladies, secure your future—learn why retirement planning is a must and how to start today!
How should investors navigate today's volatile market? In this exclusive conversation, Harsha Upadhyaya, CIO-Equity at Kotak Mahindra AMC, shares his expert take on: Why market volatility persists despite an investor-friendly budget
Key triggers for market recovery in the coming months
The valuation outlook for large caps vs mid and small caps
How Kotak AMC's investment philosophy balances growth and valuation
Sectoral trends, multi-cap strategies, and new-age businesses
Whether you're a seasoned investor or just starting, this episode offers valuable insights on equity investing, portfolio strategy, and market trends.
Listen now to gain expert market perspectives!
StockMarket #Investing #MutualFunds #KotakAMC #EquityInvesting #LargeCap #MidCap #SmallCap #MarketVolatility #GrowthInvesting #InvestmentStrategy #ValueResearch
Is it time for large caps to make a comeback? In this exclusive conversation, Viraj Gandhi, CEO of Samco Mutual Fund, explains why the Samco Large Cap Fund NFO takes a momentum-driven approach to large-cap investing. Why large caps are poised for strong returns
How the CARE Momentum Strategy works
The key to identifying stocks entering and exiting momentum
Managing risks in momentum investing
Why this fund could be a core portfolio holding
Listen now and decide if it's time to rethink your large-cap strategy!
Investing #StockMarket #LargeCap #MomentumInvesting #SamcoMutualFund #MutualFunds #NFO #EquityInvesting #FundManagement #SmartInvesting #ValueResearch
Market pessimism creates opportunities, but only for those who've trained themselves to yawn
Discover how diversification, asset allocation, & rebalancing can help you weather market storms.
'Volatility isn't the enemy—impatience is.'
In this interview, we sit down with Daylynn Pinto, Senior Fund Manager (Equities) at Bandhan AMC, for an in-depth conversation on market volatility, shifting valuations, and finding value in uncertain times.
Key Insights:
- Is Market Volatility Here to Stay? How investors should adapt
- What Will Trigger India's Next Market Rally?
- Will China Divert Foreign Capital Away from India?
- The Real Story Behind Bandhan Funds' Performance
- Where Pinto Sees Value in Today's Market
- His Contrarian Approach to Mid and Small-Cap Investing
'In volatile markets, it's not about timing the perfect moment—it's about staying strategic and patient.' — Daylynn Pinto
Tune in now to gain insider insights and learn how a seasoned fund manager is positioning portfolios for future growth.
ValueResearch #Investing #DaylynnPinto #BandhanAMC #MarketVolatility #StockMarketIndia #EquityInvesting #MutualFunds #InvestmentStrategy #ValueInvesting #IndianMarkets
In this insightful episode, we sit down with Shridatta Bhandwaldar, Head of Equities at Canara Robeco Mutual Fund, to discuss the current state of the Indian equity markets, investment strategies, and sector outlooks. What's driving market volatility, and will it subside?
The impact of global capital flows on Indian equities
How valuations are shaping up across large, mid, and small caps
Key triggers for economic growth in the coming quarters
Sector-wise opportunities and risks after the recent market correction
Shridatta also shares his investment philosophy, lessons learned from past market cycles, and strategies for navigating changing market dynamics.
Whether you're a seasoned investor or just starting, this conversation is packed with valuable insights.
Tune in now for expert market perspectives!
ValueResearch #Investing #StockMarket #MutualFunds #MarketVolatility #EquityMarkets #InvestmentStrategy #WealthBuilding #IndianEconomy #FinancePodcast #ShridattaBhandwaldar #CanaraRobecoMutualFund
With tax incentives fading, will your savings survive the spending surge?
find out how to protect your financial future!
In this episode, Bharat Lahoti, Co-Head of Factor Investing at Edelweiss Mutual Fund, reveals how multi-factor models drive consistent performance, even in today’s volatile market conditions. Learn how Edelweiss Large-Cap Fund outperforms the BSE100, the strategy behind the Edelweiss IPO Fund, and why factor investing is key to beating inflation with lower volatility.
Bharat also shares valuable insights on:
The power of diversification and sectoral rotation in fund performance
How multi-factor models outperform single-factor funds in the long run
Tips for selecting factor funds in current market conditions
Why Edelweiss Large-Cap Fund consistently delivers better returns
Tune in for a deep dive into the world of factor investing and actionable tips to improve your investment strategy.
Listen now and subscribe for more expert investment advice!
FactorInvesting #EdelweissMutualFund #StockMarket #InvestingTips #BharatLahoti #InvestmentStrategies #FundManagement #LongTermInvesting #MarketTrends #FinancialPlanning #ValueResearch
Critics call for financial freedom of choice, but experience suggests that behavioural nudges create lasting investment habits
If you've ever second-guessed your investment decisions, this episode of Investors' Hangout is a must-watch!
In this insightful episode, Mahesh Patil, CIO of Aditya Birla Sun Life AMC, shares his journey from engineering to leading one of India's top asset management firms. He breaks down his investment philosophy, stock-picking strategies, and how he navigates market cycles. Tune in to learn how active large-cap funds can still outperform benchmarks, the key sectors to watch in 2025, and the biggest lessons he has learned over two decades in the industry.
Listen now to gain expert insights into equity investing, risk management, and portfolio construction!
Investing #StockMarket #MutualFunds #FinancePodcast #WealthManagement #EquityResearch #MarketTrends #MaheshPatil #FundManagement #AdityaBirlaSunLifeAMC #ValueResearchTags: Mahesh Patil, Aditya Birla Sun Life AMC, Investing, Stock Market, Mutual Funds, Finance, Equity Investing, Portfolio Management, Risk Management, Market Trends, GARP Strategy, Large Cap Funds, Wealth Creation
Budget 2025's generous income tax benefits will ease middle-class pressure, yet the move away from tax-incentivised investments raises concerns about long-term financial planning
Union Budget 2025 decoded! Find out what it means for YOUR money with Dhirendra Kumar – Watch now!
We shouldn't underestimate how tax policy shapes our financial future; the Union Budget should reflect this.
Join us as Ihab Dalwai, Fund Manager at ICICI Prudential AMC, shares his insights on navigating India’s volatile equity markets. With the Sensex down nearly 11% in the past four months, Dalwai discusses why market fluctuations are here to stay, what catalysts could drive a recovery, and his counter-cyclical investment philosophy. Discover his take on quality stocks, mid- and small-cap opportunities, and tactical asset allocation strategies for 2025. Whether you're a seasoned investor or just starting, this episode is packed with valuable insights! Tune in now and stay ahead of the markets!
StockMarket #Investing #MarketVolatility #ICICIPru #MutualFunds #Sensex #Nifty #WealthManagement #InvestmentStrategy #PersonalFinance #MidCapStocks #SmallCapStocks #QualityInvesting #FundManagerInsights
Tags: Investing, Market Trends, Mutual Funds, ICICI Prudential Mutual Fund, Financial Planning, Tactical Asset Allocation, Investment Strategies, Equity Markets, Indian Economy, Wealth Creation, Value Research
Millennials, master the art of money management and start building your wealth—don't miss this episode!
How do India's top fund managers think about value investing? In this exclusive interview, Raunak Onkar, Fund Manager & Research Head at PPFAS Mutual Fund, shares his journey from an unconventional start in equity investing to managing the renowned Parag Parikh Flexicap Fund and ELSS Fund.
Raunak discusses key investment principles inspired by Warren Buffett and Benjamin Graham, portfolio strategies for navigating market cycles, and how PPFAS identifies emerging leaders amidst volatility. He also offers actionable tips for beginners on portfolio allocation, stock selection, and risk management.
Key Takeaways:
- The art of portfolio construction and cash management
- Lessons learned from industry stalwarts Parag Parikh & Rajeev Thakkar
- Strategies for valuing companies and spotting market opportunities
- How to approach portfolio allocation and avoid common investor pitfalls
If you're an investor looking to sharpen your strategy—whether you're a beginner or a seasoned pro—this episode is packed with valuable insights.
ValueResearch #ValueInvesting #PPFAS #PPFASMutualFund #RaunakOnkar #MutualFunds #StockMarket #InvestingInsights #ParagParikhFlexicap #ELSSFund #PortfolioManagement #WarrenBuffett #BenjaminGraham #FinancialPlanning
For long-term investment success, these three basic principles matter more than market predictions
Are Indian railways the next big investment opportunity? Listen in to an exclusive conversation with Varun Gupta, CEO of Groww Mutual Fund, as he delves into the launch of the Groww Nifty India Railways PSU Index Fund. Learn how India's railway sector presents a compelling investment opportunity driven by significant government infrastructure spending, extensive modernisation initiatives, and transformative plans for both freight and passenger services.
Whether you're a seasoned investor or just exploring thematic funds, this episode is packed with actionable insights.
Topics covered:
- The transformation of India's railways ecosystem
- Government's ambitious railway growth plans (Vande Bharat, bullet trains, freight corridors)
- Benefits and risks of investing in the Nifty India Railways PSU Index Fund
- Why this fund is a satellite allocation, not a core portfolio play
Don't miss this deep dive into the railways sector and its investment potential!
Investing #IndianRailways #ThematicFunds #Groww #MutualFunds #GrowwMutualFund #PSUInvestments #NiftyRailways #RailwayStocks #IndiaGrowthStory #ETFs #ValueResearch #NFO #NewFundOffer
Markets are falling—will you panic or profit from the opportunity? Find out how in this podcast from Dhirendra Kumar.
In this must-listen episode, Sailesh Raj Bhan, Chief Investment Officer (CIO) for Equity Investments at Nippon India Mutual Fund, shares 25+ years of wisdom on navigating market volatility and building resilient portfolios. Managing over Rs 83,000 crore in assets, Bhan explains why avoiding overpaying for growth is a timeless principle and how recent market corrections are a wake-up call for investors. He dives into mid- and small-cap valuations, the importance of asset allocation, and strategies for long-term wealth creation. Whether you're a first-time investor or a seasoned pro, this episode offers actionable insights to sharpen your investment game.#InvestSmart #SaileshRajBhan #MutualFunds #EquityInvestments #LargeCapInvesting #MidCapValuations #AssetAllocation #MarketVolatility #NipponIndiaMutualFund #LongTermWealth #SmartInvesting #PortfolioRebalancing #NipponIndiaMutualFund
Tags: Equity Investing, Mutual Funds, Large-Cap Funds, Mid-Cap Funds, Asset Allocation, Risk Management, Volatility, Investment Strategies, Personal Finance, Financial Markets, Long-Term Investing, Value Research, Value Research Podcast, Nippon India Mutual Fund
You know how some restaurants proudly advertise thalis with dozens of dishes? Market experts are like that.
In this insightful episode, we sit down with Abhishek Singh, Vice President & Fund Manager at DSP Investment Managers, as he shares his 14-year journey from options trading to managing hybrid and equity funds worth over Rs 17,300 crore. Discover how his risk-first approach, inspired by Nassim Taleb’s philosophy, drives his investment strategies. Singh also reveals his core principles for long-term wealth creation, explains the power of simplicity in investing, and provides actionable advice for first-time investors. Tune in for practical insights that can help you make smarter financial decisions!#InvestSmart #FinancialMarkets #FundManager #AbhishekSingh #InvestmentPhilosophy #HybridFunds #EquityFunds #RiskManagement #LongTermInvesting #DSPInvestmentManagers #ValueInvesting #SmartMoneyMoves #DSPMutualFund
Tags: Finance, Investing, Wealth Management, Risk Management, Long-Term Investing, Hybrid Funds, Equity Funds, Mutual Funds, Nassim Taleb, Financial Advice, Market Insights, Personal Finance, Value Research, Value Research Podcast, DSP Mutual Fund
Why years of price stagnation isn't even the real story behind diamonds' failure as an investment
Just as AI writing tools can't replace clear thinking, investment apps can't substitute for real investment understanding
Why going faster makes a big difference at first but becomes pointless – and dangerous – after a point
Unlock the secrets to choosing winning mutual funds for 2025 with expert advice from Dhirendra Kumar!
The power of patient investing and why doing nothing may be better than doing just anything
The financial media circus is back with its year-end predictions, and here's one more expert telling you to ignore experts
2024 taught us one thing: Uncertainty is the only certainty. Learn how to navigate volatile markets, stay invested, and make smart moves for 2025 with insights from Dhirendra Kumar.
In this insightful episode, Shibani Sircar Kurian, Senior Fund Manager and Head of Research-Equities at Kotak Mutual Fund shares her journey into equity investing and the key lessons learned over two decades of navigating volatile markets. She dives deep into her investment philosophy rooted in GARP (Growth at a Reasonable Price), managing Kotak's Contra and Focused Funds, and balancing value and growth strategies. Shibani also unpacks her thoughts on emerging themes like AI, healthcare, and Capex while advising on how to approach contrarian opportunities and avoid common pitfalls in investing.
Whether you're an investor or just starting your equity journey, this episode is packed with valuable insights to sharpen your perspective.
Discover smart ways to secure your kids' future with expert advice from Dhirendra Kumar.
In this episode, we sit down with Manish Banthia, CIO-Fixed Income at ICICI Prudential AMC, to uncover how nearly two decades of navigating debt markets have shaped his investment philosophy. From tackling the 2008 global financial crisis to emerging credit risks and rate strategies, Banthia reveals why current inflation spikes aren’t a cause for alarm. He breaks down market cycles, explains credit risk management, and shares strategies for investors in today's volatile environment. Tune in for actionable insights on fixed-income investments and portfolio diversification.Key Highlights:
- Why credit markets can’t afford to underestimate "tail risks"
- How India’s mid-cycle growth phase shapes interest rate strategies
- What makes target maturity funds a smart pick today
- Perspectives on managing US rate volatility and inflation
Hashtags:#DebtMarkets #FixedIncome #InvestmentStrategies #Inflation #CreditRisks #ICICIPrudential #MutualFunds #InterestRates #TargetMaturityFunds #PodcastForInvestors
Following market predictions, even accurate ones, matters less than having a sound investment strategy
Join Krishna Sanghavi, Chief Investment Officer-Equity at Mahindra Manulife Mutual Fund, as he shares his seasoned insights on current market dynamics, the role of mid- and small-cap stocks, and why consolidation is key for sustainable growth. Discover his investment principles, sectoral bets, and strategies for navigating market corrections. Learn how he approaches valuations, earnings, and opportunities in the ever-changing equity landscape.
Hashtags:#EquityInvesting #MutualFunds #MarketInsights #KrishnaSanghavi #MahindraManulife #SectorOutlook #InvestmentStrategies #MidCapStocks #SmallCapStocks #FocusedFund #FinancialPlanning
Tags:Krishna Sanghavi, Mahindra Manulife Mutual Fund, Equity Investing, Mutual Funds India, Sectoral Bets, Market Valuations, Mid Cap Stocks, Small Cap Stocks, Investment Strategies, Sector Insights, Focused Fund, Market Corrections, Risk Management, Spotify Interview,
Go global with your investments, learn how to invest in international markets via mutual funds with Dhirendra Kumar
In this episode, Pratik Oswal, Chief of Passive Business at Motilal Oswal AMC, joins us to discuss the launch of the Motilal Oswal Nifty Capital Market Index Fund NFO. We explore the untapped potential of India's capital markets, the growth of retail investor participation, and the opportunity this fund offers for long-term investors. From the impact of digitisation and demat account openings to the future of financial habits in India, Pratik shares valuable insights into how this fund fits into an evolving investment landscape.
Hashtags: #MotilalOswal #NiftyCapitalMarketIndexFund #IndexFund #NFO #InvestingInIndia #RetailInvestors #FinancialMarkets #IndianStockMarket #MutualFunds #EquityInvestment #SIP #InvestingForGrowth #IndiaFinancialRevolution #PassiveInvesting #StockMarketTrends #InvestmentStrategy #ValueResearch
Tags: Motilal Oswal, Nifty Capital Market Index Fund, NFO, mutual funds, India capital markets, retail investors, investing in India, SIP, equity market, passive investing, thematic investing, financial markets, stock market trends, wealth creation, Value Research
Join Anish Tawakley, Co-CIO of Equity at ICICI Prudential AMC, as he shares his unique approach to equity investing in this insightful episode of the Money Masters Series. With an impressive background at McKinsey, Barclays, and Credit Suisse, Anish discusses his transition to fund management and his research-driven investment strategies. From the Barbell Strategy to the ICICI Prudential Innovation Fund, he breaks down how he identifies opportunities in high-quality growth companies, value investing, and innovation-led sectors. He also explores how cyclical calls, small-cap opportunities, and manufacturing trends in India shape his portfolio decisions. Don't miss this in-depth conversation on navigating markets, balancing growth and value, and positioning for long-term success!Hashtags:#AnishTawakley #ICICIPrudential #ValueInvesting #BarbellStrategy #InnovationFund #IndianEquities #CyclicalCalls #SmallCapInvesting #ICICIPrudentialAMC #MoneyMastersSeries #EquityInvesting #GrowthAndValue #ManufacturingIndia
Tags:Anish Tawakley, ICICI Prudential AMC, Value Investing, Barbell Strategy, Innovation Fund, Equity Investing, Small Cap Investing, Indian Stock Market, Market Cycles, Investment Strategy, Fund Manager Insights, Indian Manufacturing, Portfolio Management, Investment Trends, Money Masters Podcast, Growth vs Value Investing, Financial Podcast, Fund Manager Interviews, Research-driven Investing, India Economic Trends, Fund House Strategy
In this exclusive episode, we explore the Samco Multi-Asset Allocation Fund NFO, featuring Umeshkumar Mehta, Executive Director and CIO at Samco Mutual Fund. This New Fund Offer (NFO) introduces a dynamic investment strategy that reallocates between equities, debt, and gold based on market trends.
Umeshkumar dives into the fund’s R.O.T.A.T.E. strategy, explaining how it dynamically shifts asset class exposure, providing investors with better risk-adjusted returns. Learn how the fund uses key indicators like relative strength, volatility, and earnings yield to identify the best-performing asset classes while protecting against drawdowns during volatile market periods.
Whether you're considering this NFO or simply looking for smarter ways to manage your portfolio, this episode is packed with valuable insights for navigating today’s volatile markets.
Hashtags: #SamcoMutualFund #NFO #InvestmentStrategy #MultiAssetAllocation #SamcoNFO #EquityInvesting #GoldInvestment #DebtFunds #MarketVolatility #FinancialPlanning #AssetAllocation #RiskManagement #InvestmentTips #MutualFundsIndia #SamcoMultiAsset #FinancialPodcast #InvestingInGold #EconomicUncertainty
Tags: Samco Mutual Fund, Samco Multi-Asset Allocation Fund NFO, Umeshkumar Mehta, Multi-Asset Allocation, R.O.T.A.T.E. Strategy, Gold Investment, Debt Fund, Equities, Asset Allocation, Risk Management, Trend Following, Drawdown Protection, Investment Portfolio, Financial Advice, Mutual Funds, Investing in Gold, NFO Launch, Market Trends, Personal Finance Podcast, Investment Insights, Stock Market Tips, Financial Strategy
The market’s been buzzing with the recent surge in small-cap and mid-cap stocks—huge growth potential but also plenty of risks. Is it still worth diving in? Listen to this podcast to get all your answers.
Dive into the SBI Quant Fund NFO in this exclusive podcast featuring Ruchit Mehta, Head of Research at SBI Mutual Fund, and Dhirendra Kumar, CEO of Value Research. Discover how this innovative fund leverages quantitative models and a multi-factor strategy (growth, value, quality, and momentum) to adapt to market trends. Learn about its stock selection framework, risk mitigation techniques, and who this fund is best suited for. Tune in now for actionable insights into the future of equity investing!Hashtags:#SBIQuantFund #NFO #DataDrivenInvesting #MutualFunds #EquityInvesting #QuantFunds #InvestmentStrategy #MarketInsights #SmartInvesting
Tags:SBI Quant Fund, SBI NFO, Quantitative Investing, Mutual Fund Strategies, Data-Driven Investment, Equity Funds, Growth vs Value Investing, Risk Management, Financial Planning, Value Research Podcast, Ruchit Mehta, Dhirendra Kumar, Passive vs Active Funds, Multi-Factor Investing, Investment Trends, Smart Portfolio Management, SBI Mutual Fund Podcast, Mutual Funds India
In this exclusive podcast episode, Harshad Patwardhan, CIO of Union AMC, and Dhirendra Kumar, CEO of Value Research, unravel the details behind the Union Active Momentum Fund NFO, Union AMC's first step into factor investing, and the benefits of momentum investing for Indian investors.
Discover how this active momentum fund is designed to capitalise on market trends and why it’s being positioned as a game-changer.
From leveraging a data-driven momentum model to mitigating risks with active rebalancing and liquidity management, the discussion highlights how the fund aims to deliver high returns while addressing the challenges of momentum investing. Harshad and Dhirendra also explore the advantages of active momentum over passive strategies, who this fund is best suited for, and how it can serve both experienced investors and those with a high-risk appetite.
Key Highlights:
- Union AMC’s foray into factor investing with its first momentum strategy fund
- How frequent rebalancing and active management set this fund apart
- Why momentum investing appeals to short-term action-seekers and delivers tax efficiency
- The importance of discipline and risk management in volatile markets
- Who should consider this fund and how it aligns with long-term Alpha creation
Tune in for a deep dive into the Union Active Momentum Fund NFO and learn how it’s designed to ride market trends and deliver outstanding performance.
Why are index funds becoming the talk of the investing world? Listen in and discover the buzz behind their rising popularity!
In this exclusive interview, Anupam Tiwari, Head of Equity at Groww Asset Management, shares valuable insights into Groww Multicap Fund NFO. He explains why this multicap fund is a smart choice for both first-time investors and seasoned market players.Key points covered in this episode:
- Who should invest in the Groww Multicap Fund NFO?
- The Q-GARP strategy for balanced, long-term growth across market caps (small, mid, and large).
- Risk management techniques for small-cap and mid-cap stocks.
- The ideal investment horizon and how to approach this fund for five-year investments.
If you're looking to understand how to navigate India's dynamic market and whether this multicap fund aligns with your investment goals, this is the podcast for you.
Tune in to learn more about how Groww's new fund can be a valuable addition to your portfolio.
Between the two extremes of all equity and all debt lies the wisdom of the correct approach
Did you know Sensex has bounced back from every major drop? Watch Dhirendra Kumar break down what history teaches us about staying resilient.
In this exclusive interview, Sanjay Chawla, CIO-Equity at Baroda BNP Paribas Mutual Fund, unpacks his investment philosophy and how he's navigating market corrections with confidence. With over 30 years of experience in financial markets, Chawla explains his BMV (Business, Management, Valuation) approach and shares insights on sector allocation, mid- and small-cap valuations, and the disciplined strategies driving his funds' strong performance.
Whether you're a seasoned investor or just starting out, gain valuable insights on managing volatility and investing for long-term growth. Don't miss out on Chawla's expert advice on aligning with growth expectations and balancing risk and reward.
Key points covered:
- Market Corrections and Valuations
- The BMV (Business, Management, Valuation) Investment Philosophy
- Balancing Volatility and Growth in Mid- and Small-Cap Investments
- Strategic Multi-Cap Allocation
- Sector-Specific Calls
- Focus on Process Over Performance
Hashtags: #Investing #MarketInsights #MutualFunds #InvestmentStrategy #SanjayChawla #BarodaBNPParibasMutualFund #StockMarket #FinancialPlanning #EquityInvesting #GrowthStocks #Podcast #ValueResearch
Charlie Munger's ‘poverty’ has become a topic of online conversations, but it’s utterly irrelevant for investors
If your investing life is like a computer game, you’re doing it wrong. It should be like watching a tree grow.
Watch and learn how to leverage compounding, avoid common mistakes, and set yourself up for a prosperous future!
In this candid interview, Dhirendra Kumar speaks with Ajay Tyagi, Head of Equity at UTI, as he tackles the tough questions about the recent underperformance of the UTI Flexicap Fund. With over 25 years of experience in India’s equity markets, Tyagi sheds light on the disciplined strategy guiding the fund, his commitment to quality over hype, and what he's learned from periods of lagging returns. From addressing investor concerns to sharing his cautious views on trending sectors, Tyagi offers a transparent look at the challenges and resilience required to navigate turbulent markets.
Tune in to understand why UTI doubled down on certain investments like Zomato, how Tyagi balances conviction with caution, and what adjustments he’s making to steer the Flexicap Fund back to strong performance. Whether you’re a current investor or considering UTI Flexicap, this is an essential listen for insights into the mindset and strategy of a top fund manager facing adversity.
Key Topics:
- Addressing the underperformance of the UTI Flexicap Fund
- Lessons learned from challenging market cycles and underperformance
- The disciplined investment philosophy behind UTI’s Flexicap Fund
- Why UTI doubled down on Zomato despite market scepticism
- Risk management and sector positioning in uncertain times
Hashtags:
UTIFlexicapFund #Underperformance #AjayTyagi #InvestmentChallenges #EquityFundManagement #StockMarketDownturn #InvestmentStrategy #DhirendraKumar #ValueResearch #FinancialPodcast #MarketCycles #InvestorConcerns #PortfolioManagement #UTI
Ready for timeless advice that can change your financial future? We're revisiting the five most impactful pieces of advice from Dhirendra Kumar that have guided thousands of investors over the years.
When the markets fall, the difference between wealth creation and wealth destruction lies in how you react.
Dive into practical steps to help you declutter underperforming assets, rebalance your investments, and set yourself up for a brighter financial future.
Investing is NOT about luck. Discover how to build a solid, long-term strategy that works! with Dhirendra Kumar.
In this exclusive interview, Vinit Sambre, Head of Equity at DSP Mutual Fund, sheds light on the evolving landscape of mid-cap and small-cap investing. Discover his strategic approach to navigating the current market cycle, his confidence in sectors like consumer discretionary and chemicals, and how his Chartered Accountancy background shapes his investment decisions. Vinit also addresses DSP's recent performance challenges, shares insights on liquidity risks, and offers a forward-looking view of where he sees untapped potential in the market.
Tune in to learn valuable strategies for long-term success and how to handle market volatility like a pro.
Whether you're a seasoned investor or just starting, this conversation is packed with actionable insights you won't want to miss!
Hopefully, investment strategy funds could become a useful alternative for well-off investors
Explore why it’s time to rethink your spending and how small changes can set you up for lasting financial success with Dhirendra Kumar.
A lot has changed in the mutual fund industry in the past 22 years. A lot will change in future, too.
Discover how technology is reshaping personal finance - unlock the benefits, dodge the risks, and take control of your financial future!
In this in-depth interview, Bhavesh Jain, Co-head of Factor Investing at Edelweiss Mutual Fund, reveals the secrets behind factor-based investing and how it differs from traditional strategies.
Learn how growth, momentum, and diversification play pivotal roles in driving returns and managing risks across Edelweiss funds. Bhavesh also discusses IPO stock selection, market speculation, and risk management practices that help navigate today's volatile market environment.
Whether you're an experienced investor or just starting, this conversation offers actionable insights and a fresh outlook on India's investment landscape.
Tune in to discover how factor investing could enhance your portfolio!
In this final episode of the ABCD of ETFs series, we dive deep into thematic investing through passive strategies with Siddharth Srivastava, Head of ETF Products at Mirae Asset Investment Managers, and Ashish Menon, Senior Mutual Fund Analyst at Value Research.
Dive into the mind of seasoned fund manager Ajay Argal in this insightful interview as he explores the evolving dynamics of value vs growth investing, the surprising maturity of India's retail investors, and the key lessons from managing global and domestic portfolios. Argal shares the guiding principles behind Franklin Templeton's 'growth at a reasonable price' strategy, his outlook on new-age tech companies, and the future of mid and small-cap segments. Learn how to navigate market surprises and enhance your investment approach with his valuable tips and in-depth analysis. Tune in to discover the winning strategies for long-term success in the Indian stock market.
Learn how to navigate this environment wisely, without compromising on the quality of your investments.
In Episode 2 of our ABCD of ETFs series, we explore the world of Smart Beta ETFs with insights from Siddharth Srivastava, Head of ETF Products at Mirae Asset Investment Managers, and Dhirendra Kumar, CEO of Value Research. Learn how these innovative ETFs differ from traditional equity ETFs, what factors drive their performance, and why Smart Beta ETFs might be the right fit for your investment portfolio.
In this episode, we sit down with Rajat Chandak, Senior Fund Manager at ICICI Prudential Mutual Fund, who manages over ₹77,700 crore. Rajat shares his growth-focused investment philosophy, his journey from an intern to a leader in the fund management space, and his views on the consumer discretionary sector. Learn about the strategies behind his successful funds, how he works with multiple fund managers to run the ICICI Pru Balanced Advantage Fund, and what makes a stock a worthy investment. Rajat also discusses the challenges faced by the ICICI Pru Balanced Advantage Fund and how he plans to improve its performance. This is a must-listen episode for investors looking for expert insights into India's equity markets.
SEBI’s updated report on F&O trading shows the industry and big operators profiting out of retail investors’ losses
In this episode of the ABCD of ETFs series, we dive into the essentials of ETF investing with Siddharth Srivastava (Head of ETF Products at Mirae Asset Investment Managers) and Ashish Menon (Senior Mutual Fund Analyst at Value Research).
Learn how ETFs work, what to watch out for with tracking errors, how to select the right index, and the benefits of diversification. We also explore the risks associated with ETFs compared to mutual funds and individual stocks and give key insights on taxation for capital gains and dividends.
In this episode, we sit down with Ashish Naik, fund manager at Axis Mutual Fund, as he shares his unique journey from software engineering to the world of equity management. Ashish discusses his transition from Hexaware Technologies to finance, the lessons learned from his time at Goldman Sachs, and how his love for mathematics has influenced his investment strategies. Learn about his approach to managing 18 diverse funds, sector rotation, and finding companies with stable growth. Ashish also sheds light on improving the performance of underperforming funds like Axis Bluechip, market trends, and emerging investment themes in India. Don't miss his expert insights and valuable tips for navigating the stock market!
What shape should automated, machine-driven financial advice take? Here's what I think.
Unlock the power of diversified, low-cost investing with index funds—watch this Investors' Hangout session to learn how!
Despite the negative hullabaloo, NPS might be your best bet for a stress-free retirement
In this episode, we sit down with Dhimant Kothari, fund manager at Invesco Mutual Fund, to discuss his journey into equity investing and the valuable lessons he's learned along the way. Dhimant shares insights on stock selection, managing diverse portfolios, and navigating market fluctuations. He also provides his views on tax-saving funds, PSU equities, mid-cap opportunities, and strategies for balancing large-cap, mid-cap, and small-cap allocations in a volatile market. Whether you're a seasoned investor or just getting started, this episode offers practical tips to improve your investment approach.
Join Value Research CEO Dhirendra Kumar in this exclusive episode of the Money Masters series as he interviews Harish Krishnan, Co-CIO and Head of Equity at Aditya Birla Sun Life AMC. Harish shares his fascinating journey from coding at Infosys to managing equity portfolios and the major shifts he's bringing to ABSL to enhance fund performance.
Learn about the current high market valuations, factor-based investing, and the future of tech startups. Harish also offers his take on market resilience post-election, the sustainability of earnings growth, and the evolving role of technology in investment strategies.
Watch this Investors' Hangout session to learn what value funds are and why they should be a part of your investment strategy!
In this exclusive interview, Daylynn Pinto, Senior Fund Manager – Equity at Bandhan AMC, discusses his unique approach to navigating today's challenging market conditions. Pinto shares insights into his contrarian investing philosophy, the performance of the Bandhan ELSS Tax Saver Fund, and his cautious stance on new-age businesses. He also explains why he's been selective about investing in Public Sector Undertakings (PSUs) and how he balances risk and reward in his portfolio management. Tune in to hear valuable insights from a seasoned fund manager with over Rs 21,000 crore in assets under management.
SME IPOs are soaring, but should you invest in them? Watch this Investors' Hangout and learn how to navigate the risks and spot red flags before investing!
In this in-depth interview, Rajeev Thakkar, CIO and Director of PPFAS AMC, shares his candid views on the current market landscape, new-age companies, and the performance of the Parag Parikh Flexi Cap Fund. Thakkar discusses his unique investment framework, the rationale behind holding significant cash, and why he's comfortable underperforming in a frothy market. He also sheds light on his approach to public sector companies, the potential in international equities, and the lessons learned from past mistakes. This podcast is a must-listen for anyone interested in understanding the nuances of value investing and long-term wealth creation.
Are you drawn to the latest innovations in personal finance and investing? Resist the urge!
Watch this episode of Investors' Hangout to learn the benefits, risks, and everything else about investing in Gold ETFs!
The new Unified Pension System results from two decades of lost opportunity in the NPS.
In this insightful podcast, we sit down with Rupesh Patel, Senior Fund Manager at Nippon India Mutual Fund, who manages an impressive Rs 43,000 crore. Rupesh shares his unique journey from civil engineering to finance, his strategic investment framework, and how he identifies opportunities in today's dynamic market. He also delves into the evolution of the Nippon India Growth Fund, his approach to navigating mid-cap investments, and the key lessons he's learned throughout his diverse career. Whether you're an experienced investor or just starting out, Rupesh's perspectives will provide valuable insights into the world of equity investing.
Is now the perfect moment to diversify with Multi-Asset Funds, or should you wait? Find out in this podcast.
financialwisdom #mutualfunds #goldinvestment
The fundamental rules of prudent investing are well-known, but the real challenge is treating them as inviolable laws rather than flexible guidelines
Join us for an exclusive interview with Gaurav Misra, Head of Equity at Mirae Asset Investment Managers, as he delves into the performance and future strategies of Mirae's key equity funds. In this insightful conversation, Gaurav shares his expertise on managing market fluctuations, stock selection, and adapting to recent market changes. Discover his perspectives on new tech stocks, the significance of quality growth, and navigating regulatory challenges for long-term investor value.
Gain practical investment advice and a deeper understanding of equity fund management from an industry expert. Tune in to enhance your investment knowledge with Gaurav Misra's seasoned insights.
If you’re already on the right path, then doing nothing or doing very little is the best course of (in)action
Watch a special episode of Investors' Hangout and get ready to revolutionise your finances!
Sectoral and thematic funds may be all the rage right now. However, it’s best not to fall for their hype
With the research firm targeting SEBI, what once looked like financial activism is now blatant interference in India's economic sovereignty
Join us for an exclusive interview with Rohit Singhania, Co-Head of Equities at DSP Mutual Fund. With decades of experience in the financial markets, Rohit shares his invaluable insights into his investment philosophy, stock selection strategies, and plans to enhance the performance of DSP's equity funds. Discover key learnings from his career as a research analyst, his views on market dynamics, and his advice for long-term investors.
Don't miss out on this deep dive into the world of equity investments with one of the industry experts.
Step into the world of quantitative investing with Sandeep Tandon, CEO of Quant MF, as he unveils the VLRT Framework and the secret sauce behind Quant Mutual Fund's remarkable success. In this exclusive interview, Sandeep shares his journey from identifying undervalued assets to strategically navigating market cycles. Gain rare insights into how Quant MF has mastered market transformations, from tech stock exits to aggressive undervalued asset investments.
Explore the intricacies of Quant MF’s unique investment process, learn about their extensive data collection efforts, and discover how global macro factors and sector rotations shape their strategy. This episode offers invaluable knowledge for investors seeking to understand and emulate Quant MF's winning approach.
Watch Investors' Hangout to understand why ELSS funds make sense despite no mention of Section 80C in Budget 2024.
Join us for an insightful conversation with Rajesh Bhatia, CIO of ITI Mutual Fund, as he shares his extensive experience and unique investment philosophy in Indian equities. Discover the secrets behind the impressive performance of ITI Mutual Fund’s equity schemes, including the Smallcap, ELSS Tax Saver, and Multicap funds. Rajesh delves into the importance of stock selection, effective risk management, and highlights promising sectors like quick commerce and capital goods.
Here’s what the budget does NOT mean for your investment returns and what it actually does.
A drive towards simplicity in taxation is welcome. But abolishing the indexation benefit and moving towards the next tax regime poses challenges to the everyday investor.
Want to know how the Union Budget 2024-25 will affect you? Listen to our podcast with Dhirendra Kumar as he breaks down the budget's hits and misses and what it means for your finances.
In this enlightening episode, we sit down with Cheenu Gupta, Senior Vice President of Fund Management, Equities at HSBC Mutual Fund. Cheenu shares her fascinating journey from the world of software engineering to the dynamic realm of mutual fund management. She discusses the challenges and triumphs of transitioning from IT to finance, the valuable lessons learned along the way, and her current strategies for navigating the volatile mid and small-cap markets.
Tune in to gain unique insights and practical advice from one of the industry's seasoned professionals.
Follow us for more insightful interviews with industry experts!
For investors, appreciating the value of boring things can be a big contributor to their success
Wondering if it's wise to continue your SIPs as the markets surge? Watch Investors' Hangout for expert insights!
SEBI's new product proposal is quite interesting and can offer a real alternative to high-value investors
Join us for an exclusive interview with Atul Bhole, the new Fund Manager at Kotak Mahindra Mutual Fund, as he discusses his role in managing the Kotak Emerging Equity Fund and Kotak Equity Hybrid Fund, with collective assets of Rs 48,100 crore. Since taking over, Atul has been making strategic adjustments to these four-star-rated funds. In this insightful discussion, he shares the changes he’s implementing, his stock preferences, and his perspectives on the current market dynamics. Discover why Atul remains cautious about the underlying fundamentals despite the strong performance of many stocks.
Nothing is certain about whether AI will actually impact our lives, and the hype train will derail many times before the journey is over.
Let's delve into the mutual fund trends of the year 2024 investors are buzzing about, from energy to innovation & if are they even the right fit for your portfolio?
Tune in to this exclusive interview with Devang Shah, Head of Fixed Income at Axis Mutual Fund, as he shares his remarkable journey from Chartered Accountant to leading one of India's prominent fixed-income teams. With over 16 years of experience, Devang delves into key investment strategies, insights from global financial crises, and his perspectives on the future of debt investment. Whether you're an aspiring investor or a seasoned financial professional, this podcast offers valuable lessons and expert advice to navigate the ever-evolving world of fixed-income investments.
Derivatives trading is ruining a larger and larger mass of people. The time to treat it as nothing but gambling is right now.
Wondering when to sell your mutual fund? It's a tough decision! We're breaking down everything from performance analysis to regulatory impacts in our next Investors' Hangout.
New rules will prevent financial links between finfluencers and brokers. Will they prevent anything more?
In this exclusive interview, we sit down with Dinesh Balachandran, the Head of Equity at SBI Mutual Fund, who oversees an impressive Rs 81,800 crore across four major funds. From his academic roots at IIT Mumbai and MIT to his leadership role in one of India's largest mutual funds, Dinesh shares his unique journey and investment philosophy.Gain valuable insights into the management of the SBI Balanced Advantage Fund, SBI Contra Fund, SBI Long Term Equity Fund, and SBI Multi Asset Allocation Fund.Tune in to learn from one of the industry's leading minds in equity strategy.
Dive into the pitfalls of derivatives and IPOs and move to safer, smarter investment strategies. Watch Investors' Hangout and find out how.
SEBI is investigating a possible front-running scandal at Quant Mutual Fund. What should investors do?
Join us in this insightful interview with Anish Tawakley, Deputy CIO-Equity at ICICI Prudential Mutual Fund. Discover how he seamlessly transitioned from management consulting to equity research, driven by his deep passion for business analysis. Currently overseeing six diverse funds, including the prominent ICICI Prudential Bluechip Fund, Anish Tawakley shares his expert views on various topics.Learn about his scepticism towards the popular GARP strategy, his focus on cyclical economic turning points, and why he's underweight on banks.Tune in for valuable perspectives from a seasoned economist and equity research leader.
Gold has gone up by 20% in the past year. What does it mean for our personal investments?
The market gyrations around the election results were a perfect lesson in the value of steady, sensible investing
Join us in an intriguing conversation with Vinay Paharia, Chief Investment Officer at PGIM India Mutual Fund where he shares what fund management changes he has made at the fund house, the reasons for the underperformance in some funds, and much more!
The election results and subsequent market crash spooked investors. But how should you react during such times?
Trying to catch the bottom of a falling market is tempting for mutual fund investors, but it is often a fool's errand
Join us on this exclusive episode as we sit down with Ramesh Mantri, the chief investment officer at WhiteOak Capital Mutual Fund, helms 11 schemes (equity and hybrid) along with other fund managers and manages around Rs 8,600 crore of investor money.
How has the NPS evolved over the years, what are the reasons to invest, and Top 5 benefits why it might be the right choice for your retirement?
Join us as we delve into the dynamic world of finance with Neelesh Surana, the CIO of Mirae Asset Investment Managers, who manages a portfolio of Rs 54,250 crore. In this insightful episode, Neelesh shares his journey from a budding finance enthusiast to a top fund manager, including his formative experiences with industry stalwarts at ASK Investment Managers and IL&FS Investments. Discover the distinctive elements that have kept him at Mirae Asset for over 16 years and the investment philosophy that has driven the success of the Mirae Asset ELSS Tax Saver and Large & Midcap Fund. Neelesh also discusses his approach to stock selection, the strategic reasoning behind maintaining key holdings like HDFC Bank despite market fluctuations, and his perspectives on investing in new-age tech companies. Whether you're a seasoned investor or new to the financial markets, this podcast provides valuable lessons on adapting to market changes and spotting the next big opportunities in investing.
With the PM hinting at a booming market after his government's comeback to power, is now the time to invest? Watch Investors' Hangout to find out.
Join us on this exclusive episode as we sit down with Shridatta Bhandwaldar, Head of Equities at Canara Robeco Mutual Fund, who oversees an impressive Rs 78,800 crore in assets across 12 diverse funds. Dive into Shridatta's journey from engineering to the forefront of financial markets, his critical learnings from the 2006 bull market and the 2008 financial crisis, and his strategic approach to today's challenging market conditions. Discover the rigorous criteria that guide his stock selections and learn how he balances high P/E concerns with opportunities for generating alpha. Shridatta also discusses his collaboration with co-fund managers and reveals his tactics for steering Canara Robeco’s flagship funds towards sustainable success. Whether you're an investor looking to understand market dynamics or an enthusiast eager to learn from a seasoned fund manager, this podcast offers invaluable insights into professional equity management.
What is causing the market jitters and how should you manage your investments during volatile markets? Watch Investors' Hangout and find out.
In this insightful episode, we sit down with Charanjit Singh, Fund Manager at DSP Mutual Fund, who oversees the DSP ELSS Tax Saver, DSP Equity Opportunities, and DSP T.I.G.E.R. Fund, with combined assets of approximately Rs 27,600 crore. Charanjit discusses his journey into the financial markets, unveils his investment philosophy, and provides an in-depth analysis of the current market environment. Whether you're looking to sharpen your investment skills or understand the nuances of fund management, this interview offers valuable lessons in mutual fund investing.
How to maximise your returns with effective portfolio diversification? Watch Investors' Hangout and find out.
Join us in an enlightening conversation with Sailesh Raj Bhan, CIO of Equity Investments at Nippon India Mutual Fund, one of India's top fund houses. With a career spanning over 27 years in Indian equity markets and managing assets worth Rs 54,000 crore, Sailesh shares his unique insights on investment strategies and market growth. Dive deep into the world of mutual funds as we explore his management of large-cap, multi-cap, and pharma funds and uncover the principles that have guided his tenure. Don't miss this opportunity to gain valuable knowledge from a leading finance expert!
What are the five grave investing mistakes that can derail even seasoned investors? Watch Investors' Hangout and find out.
Dive deep into the world of real estate and infrastructure investments with our latest podcast episode on REITs, SME REITs, and InvITs. Whether you're a seasoned investor or new to the scene, this episode will clarify what these trusts are, how they function, and their benefits. Join us as we unravel the complexities of these investment vehicles to help you make informed decisions in your investment journey.
Among the various schemes that Harsha Upadhyaya, Chief Investment Officer - Equity at Kotak Mahindra Asset Management Company, manages, Kotak Flexicap Fund has assets of over Rs 44,500 crore, the third highest in the flexi-cap category.
Good times in the equity markets are not a great learning ground for the bad times that inevitably follow
Aggressive Hybrids, BAFs, or MAFs? Which hybrid fund is the best fit for your portfolio now? Watch Investors' Hangout and find out.
With a tenure of just two years, the Mahila Samman Savings Certificate has the lowest tenure among all the small saving schemes. The other options with such a tenure are only a bank fixed deposit or a two-year-time deposit with the post office (POTD 2 year). Listen in and learn more about Mahila Samman Bachat Patra.
In this interview, listen to Shreyash Devalkar discuss his journey into finance, investment mantra, strategies for managing the funds and much more.
The Public Provident Fund is a long-term savings instrument established by the Central Government, which offers tax benefits on savings and withdrawals after the lock-in period. But should you invest in PPF, or are better alternatives available? Listen in and decide for yourself!
In this exclusive interview, listen to Ihab Dalwai share insights into his distinctive investment style, the management of key mutual fund schemes at the fund house, and much more.
Want to invest in gold? At Value Research, we believe Sovereign Gold Bonds (SGBs) are the ideal choice. Listen in to this explainer to understand all about SGBs.
Venugopal Manghat has been in the financial market for over 28 years. In this interview, listen to him talk about the early days of his career, navigating the dynamic landscape of the financial industry, and his current role of overseeing the equity investing division at the fund house.
Watch Investors' Hangout to learn where and how to invest to ensure a comfortable retirement lifestyle.
Do you know how Direct Mutual Fund plans differ from Regular Mutual Fund plans? Do you know where to invest to earn slightly higher returns? Listen in to figure it out.
The mid and small-cap stocks have been in the limelight this year. We spoke with Resham Jain, fund manager at DSP Mutual Fund, who co-manages DSP Midcap Fund and DSP Small Cap Fund. Listen to him share his stock-picking strategy and much more.
Saurabh Mukherjea is the Chief Investment Officer and one of the founders of Marcellus Investment Managers, a portfolio management outfit. He has authored several books, including 'The Unusual Billionaires', 'Coffee Can Investing' and 'Diamonds in the Dust.' Listen to this interesting conversation, in which Saurabh shares the details about his stock selection process, numerous anecdotes and indispensable wisdom.
Learn how to estimate your retirement expenses, set realistic goals, and choose the right mix of assets for your portfolio.
Kahneman's death reminds us that understanding the psychology of our own decision-making is key to success in the markets
Investing in the National Savings Certificate scheme gets you a sovereign guarantee, assured returns, and tax benefits. To understand NSC better, listen in.
Listen in as Sanjay Chawla spills the beans on assessing a company's management quality, the asset allocation model behind their balanced advantage fund, and much more!
Nilesh Shah has been at the helm of Kotak Mahindra AMC since January 2015. In this exclusive interview, he talks about his remarkable success, the essential traits of a successful investor, and finding winners in new-age companies.
Watch Investors' Hangout to kick off the new financial year with smart investment choices.
Listen to this podcast to learn about the benefits, interest rate dynamics, and eligibility criteria of the RBI Floating Rate Savings Bond. Learn if and how to invest in them.
Listen to R. Janakiraman share his insights on the pressure of handling investors' money, staying away from financial capital, handling the Franklin debt crisis and much more in this exclusive interview!
Can REITs be your gateway to real estate investing without a high entry cost? Watch Investors' Hangout to learn all about it.
The allure of quick gains in stocks is such that scamsters often fool not only their victims but also themselves
Launched in 2015, Sukanya Samriddhi Yojana (SSY) is a special initiative aimed at encouraging saving for the girl child. Listen in to understand SSY better.
You may have heard of the ‘stress tests’ mutual funds are undergoing. Should you pay attention?
Mutual Fund Analyst at Value Research addresses the queries of Value Research Premium subscribers and sheds light on varied mutual fund and investment-related subjects.
Listen to Ajay Tyagi of UTI Asset Management Company discuss insights from his two-decade career in asset management, investment strategy, why he has stayed with the same fund house for the past 23 years and much more.
Mahesh Patil has over three decades of experience in the financial markets and has been with Aditya Birla Sun Life AMC for over 18 years. Listen in to this candid conversation unfold.
Crypto turnover in India is at its peak, and SEBI has cautioned small-cap investing. Watch Investors' Hangout to learn what you should do.
PPFAS Mutual Fund has remained in the limelight as their few bets have paid off handsomely in the last few years. Listen to Rukun Tarachandani talk about his investment strategies, what led him to look at the equity market as a career, and much more.
Value Research CEO Dhirendra Kumar speaks with the legendary fund manager and founder of Helios Capital, Samir Arora.
Watch Investors' Hangout as we offer expert insights on bridging the gender financial confidence gap.
Dhirendra Kumar talks with Kenneth Andrade, Founder & CIO, Old Bridge Capital Management
The Senior Citizen Savings Scheme is a government-sponsored savings instrument for individuals above the age of 60. Learn all about it in this podcast.
Berkshire's first post-Munger letter has something Indian investors must pay attention to
Ankit Jain is a seasoned fund manager with over seven years of experience at Mirae Asset Management Company. He oversees four schemes with assets over Rs 44,000 crore.
This conversation delves into his stock selection process, investment philosophy, and much more.
NPS is a government pension scheme that provides you with tax benefits and inflation-adjusted returns. Listen in to know all about this scheme.
Stock market indexes have many more uses than just being an input for the day's headlines
Ashutosh Bhargava oversees eight funds and heads the equity research division at Nippon India Mutual Fund.Listen to him talk about his investment philosophy and a lot more in this interview.
Watch Investors' Hangout to learn how smart-beta funds work and if they are suitable for you.
Decode the Paytm crisis and what it means for you and your money in this Investors' Hangout.
With reforms having flattened fluctuations, budgets become quiet affairs focused on tweaks, not shocks
Thinking about an early retirement? Watch Dhirendra Kumar list the factors to be considered and the pros and cons involved.
For the beginner, should it be stocks or mutual funds? The logic points in one direction.
Giant amounts of capital and huge valuations can’t actually deliver any impact on education
Watch this episode of Investors' Hangout and explore how to optimise your investments while keeping more of your hard-earned money!
Equity investors should forget about a speculative future and focus on the tangible present
Looking for a financial advisor? What are the questions you must ask them before zeroing in on one? Watch this episode of Investors' Hangout!
The path to early financial independence lies in balancing savings, lifestyle and aspirations
With the FTX bust, collapsing banks, raging wars and the markets registering record highs and lows, 2023 taught us innumerable lessons. Watch this episode of Investors' Hangout before you step into 2024!
Timing the market or time in the market? What will help you build wealth? Find out in this episode of Investors' Hangout.
There are different types of investors, but probably only one that’s suitable for most of us
Sensex and Nifty 50 hit record highs. Is this a good time for you to book profit? Find out in this episode of Investors' Hangout.
Indian investors committed Rs 5.41 lakh crore to the ten IPOs launched in November 2023. Why is that worrisome? Find out in this episode of Investors' Hangout.
A capsule of investment principles you should swear by! Find out in this episode of Investors' Hangout.
Navigating new withdrawal options and addressing challenges for a comprehensive retirement solution
Here's how hybrid funds strike the perfect balance and offer a smart compromise for steady investment growth
What is a step-up SIP, and how to do it? Find out in this episode of Investors' Hangout.
Do you think mutual funds risk your money by investing in new-age IPOs? Watch Dhirendra Kumar answer it in this episode of Investors' Hangout.
Technology stocks and mutual funds have hit a rough patch after a dream run for two consecutive years. Wondering what to do? Watch this video to get the answer!
Wondering which mutual fund would be the 'best' for your goals? Watch this episode of Investors' Hangout to get the answer.
Does the volatile market scare you? Do you fear a loss while investing in mutual funds? Watch this episode of Investors' Hangout as we share the steps you must follow to profit from your mutual fund investment.
Does it make sense to invest in NFOs? Let's hear what Dhirendra Kumar, CEO, Value Research, has to say.
Are you tempted to sell your fund during a market correction? But will that be a wise decision? Let's hear what Dhirendra Kumar, CEO, Value Research, has to say.
Wondering if it makes sense to park your long-term money in bank fixed deposits after the hike in interest rates? Watch this episode of Investors' Hangout.
Made up your mind about mutual fund investing but wondering when should you start? Listen in to what Dhirendra Kumar, CEO, Value Research, has to say about it.
Have too many schemes in your mutual fund portfolio and wondering how to restructure it? Watch this episode of Investors’ Hangout.
Wondering if you are managing your investments well? Watch this episode of Investors' Hangout to learn all about it.
Wondering which is the best mutual fund to invest? In this episode of Investors' Hangout, we answer this and many more queries around mutual funds. Don't miss it!
Wondering if you should continue with your mutual fund or sell it? Listen in to Dhirendra Kumar, CEO, Value Research, as he tells you when to sell your fund.
Wondering if you can ever be financially independent? We tell you how to reach that milestone. Watch this episode of Investors’ Hangout!
How are the PPF, NPS and ELSS different? Watch this video to understand which tax-saving option works the best for you.
Listen in to Senior Vice President at Value Research, Ashutosh Gupta, explain important rules that you must follow to invest to generate a dependable regular income in retirement.
Are you contemplating whether to continue with the chosen fund or not? Watch this episode of Investors' Hangout as we tell you the situations when one must exit a mutual fund scheme and when one shouldn't.
Why did SEBI create two different categories of funds? How are multi caps different from flexi-cap funds? Where should you invest? Listen in to Aakar Rastogi, Senior Mutual Fund Analyst.
Sneha Suri, Mutual Fund Analyst at Value Research, talks about the most suitable debt funds right now. Watch the full video for more details.
Confused where to invest to save on taxes? NPS, PPF or tax-saving mutual funds - which is the best for maximum benefit? Watch this episode of Investors' Hangout.
How are diversified equity funds different from focused funds, and which one is better suited for your needs? Listen in as Value Research CEO Dhirendra Kumar explains this.
Wondering how much you need for a comfortable retirement? Watch this video for some guidance from Value Research CEO Dhirendra Kumar on how to accumulate enough.
Want to safeguard the profits you've made on your equity investments? Watch this video and learn how to do it from Value Research CEO Dhirendra Kumar.
Stressed as we approach the deadline for filing income tax returns? Watch this episode of Investors' Hangout as we share some tips to help you accomplish the crucial task.
Listen in to Value Research CEO Dhirendra Kumar explain if it's possible for you to avoid Capital Gains Tax.
Retiring soon? Do you have an investment plan ready? Watch Value Research CEO Dhirendra Kumar share a plan for you.
Is gold a good investment? Should you invest in it? Listen in to what Value Research CEO Dhirendra Kumar has to say about gold as an investment instrument.
SEBI has made it mandatory to provide nominations when making a mutual fund investment. Watch as Ashutosh Gupta, Senior Vice President at Value Research explains the details.
Want to generate a dependable monthly income with the accumulated corpus but don't know how to go about it? Watch this episode of Investors' Hangout.
We tell you how to ensure a smooth transfer of investments to heirs. We'll also discuss the changes brought by SEBI regarding nominees for mutual fund investors in this episode of Investors' Hangout. Don't miss it!
Are you worried because of the recent downturn in the equity market? Wondering what to do with your investments? Watch this episode of Investors' Hangout!
Curious to know how multi and flexi-cap funds are different? Wondering which one should you choose for maximum benefit? Watch this episode of Investors' Hangout to get the answer.
Confused if you should invest in a fund with a concentrated portfolio or a diversified one? Watch this episode of Investors’ Hangout to get the answer!
Wondering how much would you need for a comfortable retirement? And how should you go about accumulating such a huge corpus? Watch this episode of Investors' Hangout to get the answer.
Have you been deferring changes in your portfolio due to the fear of capital gains tax? Or wondering if there is a way to reduce its impact? Watch this episode of Investors’ Hangout as we answer the most asked queries on capital gains tax.
Want to safeguard your profits on your equity investments as the fear of recession mounts? Watch this episode of Investors' Hangout.
Are you a retiree and wondering where to invest now to generate inflation-proof regular income? Watch this episode of Investors' Hangout!
Anxious after the recent news of a scam in a reputable mutual fund house? Wondering if your money is safe and what to do now? Stay tuned for the next episode of Investors' Hangout as we answer these and all other related questions.
Perturbed by the rising inflation and wondering how it would impact your investments? Stay tuned for the next episode of Investors’ Hangout as we discuss the burning question and show you the way ahead.
Planning to buy gold this Akshaya Tritiya and wondering how good it is as an investment? Stay tuned for the next episode of Investors’ Hangout as we answer this and many more questions related to gold.
If a fund house gets sold or merged with another, how does it impact a mutual fund scheme? Watch this episode of Investors' Hangout and find out for yourself!
SEBI has prohibited using a common pooled account by stockbrokers and mutual fund distributors. A ban has also been imposed on NFOs till June 30. Wondering what was the need and how will it impact your investments? Stay tuned for the next episode!
One must follow a methodical approach for investing the substantial part of the portfolio, tells Dhirendra Kumar
Ashutosh Gupta explains why you shouldn't think about returns when investing in liquid funds
SWPs vs dividends: Dhirendra Kumar explains which is the more efficient way of deriving regular income
Ashutosh Gupta explains the simplest way to update your portfolio on the Value Research website
Ashutosh Gupta explains how not to lose out on services while investing in direct plans
Ashutosh Gupta explains how one can take advantage of long-term capital loss for saving tax
Dhirendra Kumar talks about the factors that should govern a retiree’s equity allocation
Dhirendra Kumar talks about the best investment option for conservative retirees seeking regular income
Dhirendra Kumar sheds light on the easy way to track your investments and align them with your goals
Ashutosh Gupta differentiates between Portfolio Planner and Analysts' Choice and explains which tool to use for your investing needs.
Dhirendra Kumar advises about situations in which one should consider shuffling between mutual fund schemes
Dhirendra Kumar lists down the things to explore while selecting a fund for the long term
Dhirendra Kumar explains quant-based funds and how they are different from other mutual funds
Dhirendra Kumar explains the timeless approach to protect your gains in equity for all market conditions
Dhirendra Kumar advises on the desired equity:debt allocation during the accumulation phase
Dhirendra Kumar explains why it's too early to consider smart-beta and quant-based funds for investing
Ashutosh Gupta explains the mechanism of this strategy and suggests funds suitable for each bucket
Ashutosh Gupta talks about the guiding principle one should follow to assess the small-cap allocation in their portfolio
Ashutosh Gupta discusses how one should go about investing for deriving regular income post-retirement
It is highly desirable that to add at least one more fund to the portfolio to ensure diversification, suggests Ashutosh Gupta
Ashutosh Gupta tells how one can use the Fund Compare tool for comparing two different funds.
Ashutosh Gupta talks about the optimum number of funds in your portfolio and how to choose them using Value Research’s Portfolio Planner tool
Dhirendra Kumar explains the factors to consider while devising an investment strategy to generate regular income
Don’t think of emergency money in liquid funds as a sub-optimal allocation, suggests Ashutosh Gupta
Dhirendra Kumar talks about the factors that determine the emergency corpus one should have
Dhirendra Kumar suggests three ways in which you can invest a large corpus on money for the long term