Episodes

3 hours ago
3 hours ago
In this exclusive interview, Ashish Naik, Fund Manager at Axis Mutual Fund, shares valuable insights on managing assets worth over Rs 40,000 crore across multiple schemes. Naik discusses the challenges posed by stretched valuations, global macroeconomic shifts, and evolving market dynamics. He delves into Axis Mutual Fund’s strategic recalibration in response to these challenges, emphasising their focus on growth and quality investment strategies, sector diversification, and stock selection.
Topics covered include:
-
Managing equity allocations amidst high valuations
-
Key external risks, such as tariff wars and central bank policies
-
The evolution of Axis Mutual Fund's strategy and portfolio adjustments
-
The turnaround of Axis ELSS Tax Saver Fund
-
Insights on new-age sectors with high growth potential
-
Reflections on Axis Mutual Fund's performance and investor perception
Naik’s experience offers listeners a deep dive into how one of India’s top asset managers is navigating market uncertainty while staying committed to long-term investor growth. Tune in to learn from one of the most respected voices in Indian mutual funds today!

2 days ago
2 days ago
Watch and learn how to build a portfolio that thrives in both bull and bear markets!

4 days ago
4 days ago
In this insightful interview, Meeta Shetty, Fund Manager at Tata Asset Management, shares her in-depth perspectives on the current state of Indian equity markets and how she navigates the complexities of investing in mid- and small-cap stocks. With a focus on bottom-up investing, Shetty elaborates on her unique strategy of identifying companies at key inflection points with improving Return on Capital Employed (ROCE).
She also sheds light on the adjustments being made to the Tata Focused and Tata Multicap funds, addressing past underperformance, portfolio recalibration, and the introduction of new alpha-generating opportunities. Additionally, Shetty provides a detailed look at her stock selection process, including her assessment of company growth visibility, risk profile, and valuation considerations.
Tune in to hear as she outlines her approach to finding long-term growth opportunities in a volatile market. Learn about the balance she maintains between alpha-compounders and how she's positioning her portfolios for future success.

6 days ago
The allure of the extraordinary
6 days ago
6 days ago
How to spot potential 100-baggers and avoid costly mistakes

6 days ago
Market manipulation is overrated
6 days ago
6 days ago
The real investor does not need to worry about the latest scandals

Friday Jun 27, 2025
Debt Funds vs FDs: What’s Better in Retirement?
Friday Jun 27, 2025
Friday Jun 27, 2025
Are FDs keeping your money safe—or silently shrinking your retirement returns?

Monday Jun 23, 2025
The honest taxpayer's dilemma
Monday Jun 23, 2025
Monday Jun 23, 2025
When playing by the rules becomes a competitive disadvantage in investing

Monday Jun 23, 2025
Monday Jun 23, 2025
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, valuation discipline, and a focus on high-quality stocks helped ICICI Prudential’s equity schemes bounce back stronger. He also covers the importance of sticking to the core investment philosophy of risk-adjusted returns, the role of dynamic allocation in the BAF strategy, and how the Flexicap Fund continues to outperform its peers.
Tune in to hear Rajat’s views on the current Indian market landscape, his insights into sectors like consumption, banks, and public sector power stocks, and why patience and research remain critical for success in both large-cap and small-cap investments.

Friday Jun 20, 2025
Switching Funds: When, Why, and How?
Friday Jun 20, 2025
Friday Jun 20, 2025
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!

Friday Jun 20, 2025
The world beyond our borders
Friday Jun 20, 2025
Friday Jun 20, 2025
Indian investors think global but invest local. It’s time to change that.