Value Research

Sanjay Chawla on Navigating Market Volatility & Strategy

 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

The true measure of Charlie Munger's wealth

Charlie Munger's ‘poverty’ has become a topic of online conversations, but it’s utterly irrelevant for investors

Ignore it all...

If your investing life is like a computer game, you’re doing it wrong. It should be like watching a tree grow.

Special 300th Episode: Unlock Wealth Creation with Mutual Funds!

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!

Simple or not?

Why simplicity, not complexity, is key to building your wealth

Inside UTI Flexicap's Struggles: Ajay Tyagi's Candid Interview

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

Market jitters? Take a deep breath

A simple guide to keeping calm during market turbulence

Time to sweat a bit?

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

Top 5 Lessons from Investors' Hangout!

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.

...the tough get going

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