Value Research

Market dips hurt, but history offers comfort

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

When cheap stocks are bargains and when they’re just traps

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

When ‘passive’ funds require active decision-making, something is deeply wrong

What does it mean when even gold stored by governments is suspect?

Good investing is about patience, not constant activity.

Mid & Small Caps: Is the rally sustainable, or should you tread cautiously?

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

Why being a patient investor can do wonders for your wealth

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

Often, knowing what not to invest in is more valuable than knowing what to invest in

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 #ValueResearch Tags: 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!

When giants fall, only few rise again—choose wisely

We shouldn't underestimate how tax policy shapes our financial future; the Union Budget should reflect this.

The DeepSeek affair shows why knee-jerk reactions to news rarely serve investors well

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

As India's investors get younger, some timeless wisdom is mixed with new realities

Why social media is making a modest market decline feel like a huge crisis

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

Some scamsters still prefer the personal touch in an age of digital fraud

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.

Why your mutual fund collection probably needs a weight-loss programme

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.

From ₹1 to ₹100 Crore: The wealth creation blueprint you can’t afford to miss!

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!

Those who live by the sword...

The tectonic shifts shaping India’s next decade of wealth creation

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.

In volatile markets, the obsession with price movements can lead investors astray