Value Research

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.

Most comprehensive financial plans are elaborate exercises in fortune-telling

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

Embracing uncertainty might be your best investment strategy

When markets wobble, your investment strategy shouldn't

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!

Something is fundamentally wrong if you can't leave your portfolio alone for a week

Is your fixed income strategy ready for today’s market? Join Dhirendra Kumar for expert insights on navigating uncertainty!

Costly investing mistakes reveal more about us than the market

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

Panic sells, but Indian investors aren’t buying it

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

When investing morphs into betting, everyone loses except the house

Confused by market noise? Learn how to invest smartly amid chaos and cut through the hype!

Why human emotions can be our own worst enemy

Market turmoil from tariff wars offers a masterclass in investor psychology

Even skeptics may need to reconsider gold's role in a changing global financial order

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!

Rigid definitions can limit our understanding of how wealth grows

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

Quality small caps stand tall in this market downturn

Charlie Munger's mental tricks offer powerful investing wisdom

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

Success in investing comes from interrogating your decisions, not seeking certainty

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

The Nobel laureate's last decision offers profound insights for investors

Buffett's wisdom requires expertise most of us don't have

Why you shouldn’t be scared of the ongoing small-cap downturn

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?