Value Research

What makes an Innovation Fund different from a Flexi Cap Fund — and why does it carry higher risk? In this episode, we sit down with Vinay Sharma, Senior Fund Manager at Nippon India Mutual Fund, who manages over ₹18,500 crore across three equity schemes, including the five-star-rated Nippon India Banking & Financial Services Fund. Vinay shares his investment philosophy built on probability, p...

How the investment industry complicates what should be investing's simplest concept

In this episode, we break down the newly launched Mirae Asset Gold Silver Passive Fund of Funds — a unique investment product that combines gold and silver exposure in a single portfolio. Joining us is Siddharth Srivastava, Head – ETF Products and Fund Manager at Mirae Asset Investment Managers, along with Dhirendra Kumar, to explain how this Fund of Funds works, the allocation strategy, and why n...

Before you chase FIRE, find out if your foundation is even solid.

Insurance defenders miss the point about systematic problems that go beyond individual bad actors

Two popular hybrid funds, one tough choice.

When markets stumble, investors stumble too – often right into their own traps

In this exclusive conversation, Gaurav Misra, Head – Equity at Mirae Asset Investment Managers (India), shares his nuanced take on why he remains optimistic about India’s small-cap and mid-cap segments despite rich valuations. With nearly 30 years of experience, Misra discusses how a disciplined, valuation-driven, and contrarian investment philosophy has powered the turnaround in Mirae’s Focused a...

In this episode of Fund Focus, we sit down with Alok Singh, Chief Investment Officer at Bank of India Mutual Fund, to dive deep into the fund house's latest launch — the Bank of India Mid Cap Fund NFO. Mid-cap funds promise high growth, but also come with volatility. So how is this fund different? What strategy does it follow? Who should invest — and how much? Alok shares: What makes mid-caps a co...

Multi-asset funds are often called 'all-weather portfolios'—but what truly sets them apart? In this episode, we sit down with Raghav Iyengar, CEO of 360 ONE Asset Management, to discuss the launch of their new Multi Asset Allocation Fund and what makes it unique in a crowded market. Learn how this fund balances equity, debt, gold, silver, REITs, and InvITs.   Raghav walks us through the fund’s ass...

What’s really driving the markets right now—and where might they head next? In this exclusive interview, Atul Bhole, fund manager at Kotak Mutual Fund, breaks down market trends, valuation concerns, and smart shifts in portfolio strategy. With over ₹65,000 crore in assets under management and two four-star-rated funds—Kotak Midcap Fund and Kotak Aggressive Hybrid Fund—under his watch, Bhole brings...

The insurance industry's predatory practices demand a collective response from customers

Small-caps are sizzling — but is it time to cash out or stay the course?

Why investors chase expensive stocks and shun bargains

In this episode, Meenakshi Dawar—Senior Fund Manager, Equity Investments at Nippon India Mutual Fund—shares her market outlook and investment strategy amid today’s uncertain environment. With over ₹22,000 crore in AUM, she manages the four-star-rated Nippon India Aggressive Hybrid Fund and Nippon India Value Fund. Meenakshi discusses: Why Indian markets are in a consolidation phase How she’s manag...

What should a retiree’s investment plan really look like? And how do you invest when the next market cycle might look nothing like the last? In this episode, Rajeev Thakkar, CIO of PPFAS Mutual Fund, joins us to talk about their Dynamic Asset Allocation Fund — a strategy designed not for market timing, but for real-life goals like cash flows, capital preservation, and inflation protection. We expl...

Despite all the noise, equity remains misunderstood by most savers

Capitalmind Mutual Fund has entered the Indian investing landscape—and it’s starting with a bold move: a Flexicap Fund built on a fully quantitative, factor-based investing approach. In this episode, we speak with Deepak Shenoy, Founder of Capitalmind Mutual Fund, about: Why Capitalmind transitioned from PMS to launching a fund house How their investing philosophy blends data, market sentiment, an...

SIPs promise long-term wealth—but are you unknowingly sabotaging your own returns?   

In this exclusive episode, Gopal Agrawal, Senior Fund Manager – Equity at HDFC Mutual Fund, offers deep insights into what’s powering the HDFC Balanced Advantage Fund’s 75% return over three years, and how his investing philosophy blends value and growth to outperform benchmarks. Agrawal manages over ₹1.54 lakh crore across four schemes and shares the behind-the-scenes decision-making that fuels h...

In this episode, Rahul Bhagat, CEO of DSP Pension Fund, shares a rare insider's perspective on why the National Pension System (NPS) remains underpenetrated despite being one of India’s most promising retirement planning tools. He breaks down the barriers to adoption, the differences between auto vs active allocation, and explains how DSP’s value-driven investment approach helps manage risk and de...

When did a life without work become the dream?

Does frictionless investing create friction with success?

You're probably judging your mutual funds all wrong—find out what really matters!

In this insightful conversation, Satish Ramanathan, Chief Investment Officer (CIO) – Equity at JM Financial Mutual Fund, discusses his approach to navigating the complexities of India’s equity market. With over ₹11,100 crore in assets under management, Satish shares his perspectives on how global volatility, sector rotations, and mid- and small-cap stock exposure have influenced the performance of...