Value Research

Navigating Market Volatility: Rukun Tarachandani | PPFAS MF

In this insightful episode, Rukun Tarachandani, Fund Manager at PPFAS Mutual Fund, shares his expert perspective on navigating today's volatile equity markets amid global uncertainties. He discusses the impact of geopolitical tensions, US tariffs, and fluctuating valuations on Indian markets, while emphasising the importance of bottom-up stock selection grounded in strong fundamentals. Learn why PPFAS maintains a hefty cash buffer, how they identify opportunities in private banking and energy transitions, and their disciplined approach to corporate governance, cash flow strength, and valuation discipline.

 

Whether you're an equity investor or exploring dynamic asset allocation strategies, this conversation offers actionable insights to build resilient portfolios and confidently face market volatility.

The hidden compounding engine

Exploring the factors that influence the P/E multiple

It's your life, and your investments

Why trying to invest like the wealthy often backfires spectacularly

Chirag Setalvad on Stock Picking, Valuations & the Evolution of HDFC AMC's Investment Strategy

In this episode, we feature Chirag Setalvad, Head of Equities at HDFC Asset Management Company, one of India's most seasoned and respected fund managers. Chirag shares deep insights on his investing philosophy, lessons from his mentor Sanjoy Bhattacharyya, and how the HDFC AMC equity strategy has evolved over the years.

 

 Key highlights:

• Core principles from Sanjoy Bhattacharyya that shaped Chirag's investing journey
• Why simplicity, independent thinking, and long-term focus matter more than chasing trends
• How HDFC evaluates stocks across large, mid, and small caps
• Views on current market valuations, margin cycles, and sector opportunities
• Why size isn't the biggest challenge in managing large funds like HDFC Midcap Opportunities and Small Cap Fund
• Active vs passive investing: Chirag's take on mid-cap index funds vs alpha generation
• A look into HDFC AMC's conservative-yet-adaptive investment framework

Whether you're a retail investor, mutual fund enthusiast, or market student, this conversation offers a rare perspective into the thought process behind one of India's leading asset managers.

Why most investors get asset allocation wrong

Watch to learn if your asset allocation is set up to grow your wealth and protect you through market ups and downs!

Chirag Dagli on Mid & Small Cap Strategy, Stock Selection & DSP's Multicap Fund Approach

In this episode, we dive into the investing philosophy of Chirag Dagli, Fund Manager at DSP Mutual Fund, who manages the DSP Multicap Fund and DSP Healthcare Fund with a combined AUM of ₹5,000 crore. From his early days as a Harshad Mehta-era stock market enthusiast to now managing star-rated funds, Chirag's evolution as an investor offers rich insight.

 Highlights:

• The four-bucket strategy: Growth, Value, Compounders, and Turnarounds
• Why Chirag avoids rigid labels like 'value investor' or 'growth investor'
• DSP Multicap Fund's heavy mid- and small-cap tilt and its rationale
• His bottom-up approach to stock picking, even in expensive markets
• Why capital efficiency is a non-negotiable metric
• Views on market volatility and global macro uncertainty
• DSP Healthcare Fund's global diversification through US-listed stocks

 

Chirag also shares how portfolio construction shapes his decision-making and why DSP is willing to look beyond the Nifty 500 for alpha generation. This is a must-listen for investors seeking practical frameworks to navigate today's dynamic equity markets.

Mid & Small Cap Reset or Risk? Sanjay Chawla of Baroda BNP Paribas MF Explains the Market Slowdown

Indian equities have entered a volatile phase, with mid- and small-cap stocks bearing the brunt of the correction since late 2024. In this insightful episode, we sit down with Sanjay Chawla, Chief Investment Officer (Equity) at Baroda BNP Paribas Mutual Fund, who manages ₹12,000 crore across seven equity schemes.

 

Sanjay discusses:

• Why the current correction is a cyclical reset, not a red flag
• The slowdown in mid and small caps, and when recovery may begin
• His BMV (Business, Management, Valuation) investing framework
• Adjustments made to Flexi Cap, Focused, and Balanced Advantage Funds
• Risks to the Indian equity market in 2025, including geopolitics and global trade
• Key learnings from over three decades in fund management

 

He also shares his guidance for retail investors on navigating volatility and strategically allocating between large, mid, and small caps.

Whether you're an investor concerned about market timing or looking to understand fund strategies better, this episode offers clear, experience-backed insights.

 Subscribe for more expert views on mutual funds, market cycles, and investment strategies.

Navigating Market Volatility and Value Investing with Sonam Udasi | Tata Mutual Fund Insights

Join us for an insightful conversation with Sonam Udasi, Senior Fund Manager at Tata Mutual Fund, as he shares his 25+ years of experience managing equities through volatile markets. Learn how he balances value investing with growth opportunities across market caps, focusing on business quality, scalability, and disciplined research. Sonam discusses the recent market corrections, recovery prospects for mid- and small-cap stocks, and strategies to navigate uncertainty. Whether you’re a seasoned investor or just getting started, this episode offers valuable perspectives on building a resilient portfolio for long-term wealth creation in today’s dynamic market environment.

The illusion of precision in financial planning

Most comprehensive financial plans are elaborate exercises in fortune-telling

Do You Really Need an International Fund in Your Portfolio?

Is an international fund the missing piece in your portfolio—or just unnecessary risk? Watch now to find out!