Value Research

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

With the PM hinting at a booming market after his government's comeback to power, is now the time to invest or to wait for the results?

The shift from dollars to gold

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.

Patience will always win over knee-jerk reactions

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.

Jim Simon was a great investor, but one utterly unlike any other

Why doing less is better when it comes to investing

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.

Slick and manipulative advertising cannot whitewash the reality of crypto

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.

The art of stock selection through systematic exclusion

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.

For anchored investing with steady performers

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.

Watch this Investors' Hangout and learn how to sharpen your portfolio.