Value Research

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...

In this exclusive interview, Abhishek Singh, Vice President and Fund Manager at DSP Investment Managers, offers valuable insights into his approach to fund management and his perspectives on the Indian equity market. Managing over ₹20,000 crore across four schemes, including the five-star-rated DSP Large Cap Fund, Abhishek shares his thoughts on the disconnect between market optimism and earnings,...

In this episode, we sit down with Manish Gunwani, the Head of Equities at Bandhan Mutual Fund, who manages over ₹37,700 crore in assets and oversees two 5-star rated funds — the Bandhan Smallcap Fund and Bandhan Large & Midcap Fund. With deep research and a long-term investment philosophy, Manish shares his insights on the Indian market, particularly the small-cap space, and his approach to va...

Market manipulation exists, but it needn’t derail the sensible investor

Curious about how to safeguard your retirement? Tune in to learn how the 3-Bucket strategy can help!

In this insightful interview, Niket Shah, Chief Investment Officer at Motilal Oswal Asset Management, shares his perspective on the current Indian equity market, where valuations are stretched but opportunities still exist. Shah, who manages Rs 59,000 crore across multiple funds, discusses his high-conviction investment approach, focusing on quality businesses with strong growth potential. He expl...

Success still depends on mastering your emotions, not the latest trends

Why perfect timing ruins real returns

In this exclusive interview, Ashish Naik, Fund Manager at Axis Mutual Fund, shares valuable insights on managing assets worth over Rs 40,000 crore across multiple schemes. Naik discusses the challenges posed by stretched valuations, global macroeconomic shifts, and evolving market dynamics. He delves into Axis Mutual Fund’s strategic recalibration in response to these challenges, emphasising their...

Watch and learn how to build a portfolio that thrives in both bull and bear markets!

In this insightful interview, Meeta Shetty, Fund Manager at Tata Asset Management, shares her in-depth perspectives on the current state of Indian equity markets and how she navigates the complexities of investing in mid- and small-cap stocks. With a focus on bottom-up investing, Shetty elaborates on her unique strategy of identifying companies at key inflection points with improving Return on Cap...

How to spot potential 100-baggers and avoid costly mistakes

The real investor does not need to worry about the latest scandals