Value Research

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.

Tax-related choices now matter more than ever for mutual fund investors

Watch Investors' Hangout to learn smart strategies to streamline your investments.

The story of crypto exchanges gets curiouser and curiouser

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.

Small investors are bleeding Rs 63,000+ crore a year in derivative losses and costs

Watch Investors' Hangout to understand why ELSS funds make sense despite no mention of Section 80C in Budget 2024.

Peter Lynch’s timeless investment wisdom in the modern era

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

The market touched mount 80k! Will it be wise to stop your SIPs in this bull run? Find out with Value Research CEO Dhirendra Kumar in this podcast.

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.

There’s no ‘one-size-fits-all’ fund that suits all types of investors

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?

Are the equity markets overheated? Here's how I can tell.

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.

Celebrating milestones, embracing the future with insightful research

Here is Value Research's five-level investment hierarchy

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!

Will new reforms truly expand health insurance access for all?

Choosing the right mutual fund requires a clear understanding of one’s financial goals

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.

Reflecting on a decade of economic transformation

How simplicity is the key to navigating stormy markets

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?

We perceive negatives and positives very differently, and it affects our investing

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.

Growth investing requires patience, diligence and the right outlook

Bulls are not always welcome news for savers and investors