Value Research

Are FDs keeping your money safe—or silently shrinking your retirement returns? 

When playing by the rules becomes a competitive disadvantage in investing

In this insightful podcast, Rajat Chandak, Senior Fund Manager at ICICI Prudential Mutual Fund, shares the strategies behind the successful turnaround of the ICICI Prudential Balanced Advantage Fund (BAF). After a tough 2023-24, the fund is back in the top quartile in 2025, driven by strategic recalibrations and a disciplined, data-driven approach. Rajat discusses how his bottom-up research, valua...

Is it time to switch your mutual funds? Discover when, why, and how to make the move with Dhirendra Kumar in our latest Investors' Hangout!

Indian investors think global but invest local. It’s time to change that.

In this insightful podcast, Vinay Paharia, Chief Investment Officer (CIO) at PGIM India Mutual Fund, discusses the key drivers behind the recent rebound in Indian equity markets and the strong comeback of PGIM’s equity funds after a challenging 2023-24. With a focus on high-quality, high-growth businesses, Paharia outlines why these stocks are back in favor and how India’s growing economy, effecti...

In this exclusive interview, Ashutosh Bhargava, Head of Equity Research and Fund Manager at Nippon India Mutual Fund, shares his insights on the current state of the Indian equity market in 2025. He discusses the challenges of momentum investing, the outlook for equity markets, and why disciplined investing is essential in today’s volatile environment. Ashutosh highlights the primary drivers of ma...

Black money distorts housing markets, pricing out genuine homebuyers.

Learn which fund will give you the best long-term returns.

The undervalued art of studying investment failures

Learn practical, proven ways to build a strong equity portfolio that can navigate market ups and downs.

In this insightful episode, Rukun Tarachandani, Fund Manager at PPFAS Mutual Fund, shares his expert perspective on navigating today's volatile equity markets amid global uncertainties. He discusses the impact of geopolitical tensions, US tariffs, and fluctuating valuations on Indian markets, while emphasising the importance of bottom-up stock selection grounded in strong fundamentals. Learn why P...

Exploring the factors that influence the P/E multiple

Why trying to invest like the wealthy often backfires spectacularly

In this episode, we feature Chirag Setalvad, Head of Equities at HDFC Asset Management Company, one of India's most seasoned and respected fund managers. Chirag shares deep insights on his investing philosophy, lessons from his mentor Sanjoy Bhattacharyya, and how the HDFC AMC equity strategy has evolved over the years.    Key highlights: Core principles from Sanjoy Bhattacharyya that shaped Chira...

Watch to learn if your asset allocation is set up to grow your wealth and protect you through market ups and downs!

In this episode, we dive into the investing philosophy of Chirag Dagli, Fund Manager at DSP Mutual Fund, who manages the DSP Multicap Fund and DSP Healthcare Fund with a combined AUM of ₹5,000 crore. From his early days as a Harshad Mehta-era stock market enthusiast to now managing star-rated funds, Chirag's evolution as an investor offers rich insight.  Highlights: The four-bucket strategy: Growt...

Indian equities have entered a volatile phase, with mid- and small-cap stocks bearing the brunt of the correction since late 2024. In this insightful episode, we sit down with Sanjay Chawla, Chief Investment Officer (Equity) at Baroda BNP Paribas Mutual Fund, who manages ₹12,000 crore across seven equity schemes.   Sanjay discusses: Why the current correction is a cyclical reset, not a red flag Th...

Join us for an insightful conversation with Sonam Udasi, Senior Fund Manager at Tata Mutual Fund, as he shares his 25+ years of experience managing equities through volatile markets. Learn how he balances value investing with growth opportunities across market caps, focusing on business quality, scalability, and disciplined research. Sonam discusses the recent market corrections, recovery prospect...

Most comprehensive financial plans are elaborate exercises in fortune-telling

Is an international fund the missing piece in your portfolio—or just unnecessary risk? Watch now to find out!

In this episode, we sit down with Rajasa K, Vice President and Portfolio Manager – Emerging Markets Equity-India at Franklin Templeton. Drawing from her rich experience navigating market cycles since 2008, Rajasa shares her insights on current market volatility, the outlook for Indian equities, and the evolving role of hybrid funds in turbulent times. Discover her investment philosophy blending gr...

In this insightful interview, Siddharth Srivastava, Head of ETF Products at Mirae Asset Investment Managers, talks about the growing popularity of ETFs, especially international ETFs, and how they offer great potential for portfolio diversification. Srivastava discusses key sectors like technology, healthcare, and energy, which have seen strong growth and will continue to drive market recovery. He...

Embracing uncertainty might be your best investment strategy

When markets wobble, your investment strategy shouldn't