Value Research

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

How growing dividends can quietly build lasting wealth

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

This new milestone amplifies its speculative trap

Why setting ‘unrealistic’ targets may be the ideal approach to wealth creation

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

How random rewards create dangerous market superstitions

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

Public anger against health insurers isn't just an American phenomenon

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.

It appears easy to win, but it is the most dangerous game

Why being fashionably late to global manufacturing could work for India

The investor’s challenge in navigating the AI revolution

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.

Tune in to discover how to harness the power of compounding, sidestep common investing pitfalls, and build a strong foundation for a prosperous financial future!

Why simplicity, not complexity, is key to building your wealth

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