Value Research

From Engineering to Equity: Ashish Naik's Journey and Investment Strategies

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!

Value, boom and bust

Staying sensible and balanced in a euphoric market

AI, but not AI

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

How to use index funds in your portfolio?

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

Keep the faith

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

Investment Strategies with Dhimant Kothari: Stock Picking, Mid-Cap Focus, and Managing Volatile Markets

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.

The Rs 250 SIP: expanding access and growing complexity

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

Equity Insights with Harish Krishnan: Market Valuations & Strategies | Money Masters

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.

Time, pragmatism and pessimism

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

Why everyone should have a value fund

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