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 strategies driving his funds' strong performance.  Whether you're a seasoned investor or just starting out, gain valuable insights on managing volatility and investing for long-term growth. Don't miss out on Chawla's expert advice on aligning with growth expectations and balancing risk and reward.   Key points covered: Market Corrections and Valuations The BMV (Business, Management, Valuation) Investment Philosophy Balancing Volatility and Growth in Mid- and Small-Cap Investments Strategic Multi-Cap Allocation Sector-Specific Calls Focus on Process Over Performance   Hashtags: #Investing #MarketInsights #MutualFunds #InvestmentStrategy #SanjayChawla #BarodaBNPParibasMutualFund #StockMarket #FinancialPlanning #EquityInvesting #GrowthStocks #Podcast #ValueResearch

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. From addressing investor concerns to sharing his cautious views on trending sectors, Tyagi offers a transparent look at the challenges and resilience required to navigate turbulent markets. Tune in to understand why UTI doubled down on certain investments like Zomato, how Tyagi balances conviction with caution, and what adjustments he’s making to steer the Flexicap Fund back to strong performance. Whether you’re a current investor or considering UTI Flexicap, this is an essential listen for insights into the mindset and strategy of a top fund manager facing adversity. Key Topics: Addressing the underperformance of the UTI Flexicap Fund Lessons learned from challenging market cycles and underperformance The disciplined investment philosophy behind UTI’s Flexicap Fund Why UTI doubled down on Zomato despite market scepticism Risk management and sector positioning in uncertain times   Hashtags: #UTIFlexicapFund #Underperformance #AjayTyagi #InvestmentChallenges #EquityFundManagement #StockMarketDownturn #InvestmentStrategy #DhirendraKumar #ValueResearch #FinancialPodcast #MarketCycles #InvestorConcerns #PortfolioManagement #UTI

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? Watch Dhirendra Kumar's top 5 advice from Investors' Hangout!

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.

Hope and fear, or cool analysis? The choice is clear.

Investing is NOT about luck. Discover how to build a solid, long-term strategy that works! with Dhirendra Kumar.

What growth and wealth should actually mean

In this exclusive interview, Vinit Sambre, Head of Equity at DSP Mutual Fund, sheds light on the evolving landscape of mid-cap and small-cap investing. Discover his strategic approach to navigating the current market cycle, his confidence in sectors like consumer discretionary and chemicals, and how his Chartered Accountancy background shapes his investment decisions. Vinit also addresses DSP's recent performance challenges, shares insights on liquidity risks, and offers a forward-looking view of where he sees untapped potential in the market.  Tune in to learn valuable strategies for long-term success and how to handle market volatility like a pro. Whether you're a seasoned investor or just starting, this conversation is packed with actionable insights you won't want to miss!

Hopefully, investment strategy funds could become a useful alternative for well-off investors

Explore why it’s time to rethink your spending and how small changes can set you up for lasting financial success with Dhirendra Kumar.

A lot has changed in the mutual fund industry in the past 22 years. A lot will change in future, too.

How a blend of cautious optimism and long-term vision sets true equity investors apart

Discover how technology is reshaping personal finance - unlock the benefits, dodge the risks, and take control of your financial future!

In this in-depth interview, Bhavesh Jain, Co-head of Factor Investing at Edelweiss Mutual Fund, reveals the secrets behind factor-based investing and how it differs from traditional strategies.  Learn how growth, momentum, and diversification play pivotal roles in driving returns and managing risks across Edelweiss funds. Bhavesh also discusses IPO stock selection, market speculation, and risk management practices that help navigate today's volatile market environment.  Whether you're an experienced investor or just starting, this conversation offers actionable insights and a fresh outlook on India's investment landscape. Tune in to discover how factor investing could enhance your portfolio!

In this final episode of the ABCD of ETFs series, we dive deep into thematic investing through passive strategies with Siddharth Srivastava, Head of ETF Products at Mirae Asset Investment Managers, and Ashish Menon, Senior Mutual Fund Analyst at Value Research.

Dive into the mind of seasoned fund manager Ajay Argal in this insightful interview as he explores the evolving dynamics of value vs growth investing, the surprising maturity of India's retail investors, and the key lessons from managing global and domestic portfolios. Argal shares the guiding principles behind Franklin Templeton's 'growth at a reasonable price' strategy, his outlook on new-age tech companies, and the future of mid and small-cap segments. Learn how to navigate market surprises and enhance your investment approach with his valuable tips and in-depth analysis. Tune in to discover the winning strategies for long-term success in the Indian stock market.

SEBI has set itself a tough task in making the recent changes to the derivatives rules

Learn how to navigate this environment wisely, without compromising on the quality of your investments.

In Episode 2 of our ABCD of ETFs series, we explore the world of Smart Beta ETFs with insights from Siddharth Srivastava, Head of ETF Products at Mirae Asset Investment Managers, and Dhirendra Kumar, CEO of Value Research. Learn how these innovative ETFs differ from traditional equity ETFs, what factors drive their performance, and why Smart Beta ETFs might be the right fit for your investment portfolio.

Evolving our Stock Ratings without losing sight of fundamentals

In this episode, we sit down with Rajat Chandak, Senior Fund Manager at ICICI Prudential Mutual Fund, who manages over ₹77,700 crore. Rajat shares his growth-focused investment philosophy, his journey from an intern to a leader in the fund management space, and his views on the consumer discretionary sector. Learn about the strategies behind his successful funds, how he works with multiple fund managers to run the ICICI Pru Balanced Advantage Fund, and what makes a stock a worthy investment. Rajat also discusses the challenges faced by the ICICI Pru Balanced Advantage Fund and how he plans to improve its performance. This is a must-listen episode for investors looking for expert insights into India's equity markets.

SEBI’s updated report on F&O trading shows the industry and big operators profiting out of retail investors’ losses

Value and risk in investing during bull markets

Discover how NPS Vatsalya can be a powerful tool for building long-term wealth for your child's future

In this episode of the ABCD of ETFs series, we dive into the essentials of ETF investing with Siddharth Srivastava (Head of ETF Products at Mirae Asset Investment Managers) and Ashish Menon (Senior Mutual Fund Analyst at Value Research).  Learn how ETFs work, what to watch out for with tracking errors, how to select the right index, and the benefits of diversification. We also explore the risks associated with ETFs compared to mutual funds and individual stocks and give key insights on taxation for capital gains and dividends.

In this episode, we sit down with Ashish Naik, fund manager at Axis Mutual Fund, as he shares his unique journey from software engineering to the world of equity management. Ashish discusses his transition from Hexaware Technologies to finance, the lessons learned from his time at Goldman Sachs, and how his love for mathematics has influenced his investment strategies. Learn about his approach to managing 18 diverse funds, sector rotation, and finding companies with stable growth. Ashish also sheds light on improving the performance of underperforming funds like Axis Bluechip, market trends, and emerging investment themes in India. Don't miss his expert insights and valuable tips for navigating the stock market!

Staying sensible and balanced in a euphoric market

What shape should automated, machine-driven financial advice take? Here's what I think.

Unlock the power of diversified, low-cost investing with index funds—watch this Investors' Hangout session to learn how!

Despite the negative hullabaloo, NPS might be your best bet for a stress-free retirement

In this episode, we sit down with Dhimant Kothari, fund manager at Invesco Mutual Fund, to discuss his journey into equity investing and the valuable lessons he's learned along the way. Dhimant shares insights on stock selection, managing diverse portfolios, and navigating market fluctuations. He also provides his views on tax-saving funds, PSU equities, mid-cap opportunities, and strategies for balancing large-cap, mid-cap, and small-cap allocations in a volatile market. Whether you're a seasoned investor or just getting started, this episode offers practical tips to improve your investment approach.

SEBI's initiative opens doors, but increasing fund complexity may slam them shut

Join Value Research CEO Dhirendra Kumar in this exclusive episode of the Money Masters series as he interviews Harish Krishnan, Co-CIO and Head of Equity at Aditya Birla Sun Life AMC. Harish shares his fascinating journey from coding at Infosys to managing equity portfolios and the major shifts he's bringing to ABSL to enhance fund performance. Learn about the current high market valuations, factor-based investing, and the future of tech startups. Harish also offers his take on market resilience post-election, the sustainability of earnings growth, and the evolving role of technology in investment strategies.

Why saving more and longer trumps chasing unrealistic returns in building wealth

Watch this Investors' Hangout session to learn what value funds are and why they should be a part of your investment strategy!

In this exclusive interview, Daylynn Pinto, Senior Fund Manager – Equity at Bandhan AMC, discusses his unique approach to navigating today's challenging market conditions. Pinto shares insights into his contrarian investing philosophy, the performance of the Bandhan ELSS Tax Saver Fund, and his cautious stance on new-age businesses. He also explains why he's been selective about investing in Public Sector Undertakings (PSUs) and how he balances risk and reward in his portfolio management. Tune in to hear valuable insights from a seasoned fund manager with over Rs 21,000 crore in assets under management.

Investors need to distinguish between mere risk and likelihood of ruin

SME IPOs are soaring, but should you invest in them? Watch this Investors' Hangout and learn how to navigate the risks and spot red flags before investing!

In this in-depth interview, Rajeev Thakkar, CIO and Director of PPFAS AMC, shares his candid views on the current market landscape, new-age companies, and the performance of the Parag Parikh Flexi Cap Fund. Thakkar discusses his unique investment framework, the rationale behind holding significant cash, and why he's comfortable underperforming in a frothy market. He also sheds light on his approach to public sector companies, the potential in international equities, and the lessons learned from past mistakes. This podcast is a must-listen for anyone interested in understanding the nuances of value investing and long-term wealth creation.

The unique potential and risks of mid-cap stocks