Value Research

The honest taxpayer's dilemma

When playing by the rules becomes a competitive disadvantage in investing

Rajat Chandak of ICICI Prudential Mutual Fund on Bouncing Back with the Balanced Advantage Fund & Key Strategies for 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.

Switching Funds: When, Why, and How?

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!

The world beyond our borders

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

Vinay Paharia of PGIM India Mutual Fund on the Rebound of High-Quality Stocks and India's Equity Market Outlook for 2025

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, effective monetary policies, and macroeconomic stability are fueling the market’s growth in 2025.

Vinay also explains PGIM India’s evidence-based investment philosophy, emphasizing stock picking over market timing, and the importance of adhering to a disciplined strategy. He shares the portfolio changes and stock selections that helped PGIM’s ELSS, Large and Mid Cap, and Small Cap funds outperform in 2024, and delves into the factors contributing to the success of PGIM India’s small-cap fund. Learn why high-growth, high-quality companies have outperformed and how PGIM India’s diversified, low-churn approach is set for long-term success.

Ashutosh Bhargava of Nippon India Mutual Fund on India's Equity Outlook & Investing Strategies in 2025

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 market performance, such as improved fiscal policy, the RBI’s supportive stance, and the post-earnings downgrade recovery. He also delves into strategies for navigating market uncertainties, including the appeal of flexi-cap and multi-cap funds, which offer a balanced risk-reward ratio.

 

Additionally, Ashutosh sheds light on the performance of Nippon India Multi Cap Fund, the role of sectoral allocation, and how momentum investing can be both a rewarding and risky strategy in volatile markets. For retail investors looking for practical advice, Ashutosh advises a disciplined approach through systematic investments and careful asset allocation.

Tune in for expert guidance on how to manage your portfolio, especially in uncertain times, and understand the best strategies to capitalize on the opportunities that lie ahead in the Indian market.

The invisible buyers

Black money distorts housing markets, pricing out genuine homebuyers.

Flexi Cap, Multi Cap, or Value: Best Fund for Long-Term?

Watch this episode to learn which fund will give you the best long-term returns.

Others' mistakes

The undervalued art of studying investment failures

Build a Winning Equity Portfolio for 2025

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