Value Research

In this insightful episode, Shibani Sircar Kurian, Senior Fund Manager and Head of Research-Equities at Kotak Mutual Fund shares her journey into equity investing and the key lessons learned over two decades of navigating volatile markets. She dives deep into her investment philosophy rooted in GARP (Growth at a Reasonable Price), managing Kotak's Contra and Focused Funds, and balancing value and...

In volatile markets, the obsession with price movements can lead investors astray

How growing dividends can quietly build lasting wealth

Discover smart ways to secure your kids' future with expert advice from Dhirendra Kumar.

In this episode, we sit down with Manish Banthia, CIO-Fixed Income at ICICI Prudential AMC, to uncover how nearly two decades of navigating debt markets have shaped his investment philosophy. From tackling the 2008 global financial crisis to emerging credit risks and rate strategies, Banthia reveals why current inflation spikes aren’t a cause for alarm. He breaks down market cycles, explains credi...

This new milestone amplifies its speculative trap

Why setting ‘unrealistic’ targets may be the ideal approach to wealth creation

Join Krishna Sanghavi, Chief Investment Officer-Equity at Mahindra Manulife Mutual Fund, as he shares his seasoned insights on current market dynamics, the role of mid- and small-cap stocks, and why consolidation is key for sustainable growth. Discover his investment principles, sectoral bets, and strategies for navigating market corrections. Learn how he approaches valuations, earnings, and oppor...

Following market predictions, even accurate ones, matters less than having a sound investment strategy

Go global with your investments, learn how to invest in international markets via mutual funds with Dhirendra Kumar

How random rewards create dangerous market superstitions

In this episode, Pratik Oswal, Chief of Passive Business at Motilal Oswal AMC, joins us to discuss the launch of the Motilal Oswal Nifty Capital Market Index Fund NFO. We explore the untapped potential of India's capital markets, the growth of retail investor participation, and the opportunity this fund offers for long-term investors. From the impact of digitisation and demat account openings to t...

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.