Value Research

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 Innovatio...

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

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 cl...

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...

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 a...

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 mar...

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...

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. F...

A simple guide to keeping calm during market turbulence

The markets seem headed downwards. It’s time to (not) worry.

Ready for timeless advice that can change your financial future? We're revisiting the five most impactful pieces of advice from Dhirendra Kumar that have guided thousands of investors over the years.

When the markets fall, the difference between wealth creation and wealth destruction lies in how you react.

Why investors make stock market success harder than it needs to be

Dive into practical steps to help you declutter underperforming assets, rebalance your investments, and set yourself up for a brighter financial future.