Value Research

What makes an Innovation Fund different from a Flexi Cap Fund — and why does it carry higher risk? In this episode, we sit down with Vinay Sharma, Senior Fund Manager at Nippon India Mutual Fund, who manages over ₹18,500 crore across three equity schemes, including the five-star-rated Nippon India Banking & Financial Services Fund.

Vinay shares his investment philosophy built on probability, patience, and contrarian calls, and explains why labels like 'growth' and 'value' don't matter as much as spotting true value creation. 

We cover:

• How the Indian equity market is shaping up in 2025
• The rebound in Nippon India Focused Fund after a tough 2024
• How to define and identify innovation in Indian markets
• Why Innovation Fund stocks differ from Flexi Cap portfolios
• The role of risk tolerance, earnings visibility and technology-driven change
• Why stock selection and sector focus matter in today's neutral market

 

If you're an investor exploring new strategies, curious about thematic funds, or trying to understand the difference between innovation-driven opportunities and diversified approaches, this episode offers practical insights straight from one of India's leading fund managers.

How the investment industry complicates what should be investing's simplest concept

In this episode, we break down the newly launched Mirae Asset Gold Silver Passive Fund of Funds — a unique investment product that combines gold and silver exposure in a single portfolio. Joining us is Siddharth Srivastava, Head – ETF Products and Fund Manager at Mirae Asset Investment Managers, along with Dhirendra Kumar, to explain how this Fund of Funds works, the allocation strategy, and why now is the right time to bring these two metals together.

We explore:

• How the fund dynamically allocates between gold and silver ETFs

• The distinct roles of gold and silver in a portfolio

• Historical return patterns and volatility of both metals

• How this product can fit into a core or satellite allocation strategy

• Who should consider investing — conservative or aggressive investors

Whether you’re looking for a safe-haven asset, a diversification tool, or a tactical commodities play, this conversation will help you understand the risk-reward of holding both gold and silver in one product.

Before you chase FIRE, find out if your foundation is even solid.

Insurance defenders miss the point about systematic problems that go beyond individual bad actors

Two popular hybrid funds, one tough choice.

When markets stumble, investors stumble too – often right into their own traps

In this exclusive conversation, Gaurav Misra, Head – Equity at Mirae Asset Investment Managers (India), shares his nuanced take on why he remains optimistic about India’s small-cap and mid-cap segments despite rich valuations. With nearly 30 years of experience, Misra discusses how a disciplined, valuation-driven, and contrarian investment philosophy has powered the turnaround in Mirae’s Focused and Large Cap funds. He breaks down the fund’s successful calls in IT, banking, and fintech, why he’s betting on a revival in the consumption and real estate cycle, and how Mirae’s revamped sectoral research and stock-picking framework is positioning it for the $7-trillion India opportunity.

In this episode of Fund Focus, we sit down with Alok Singh, Chief Investment Officer at Bank of India Mutual Fund, to dive deep into the fund house's latest launch — the Bank of India Mid Cap Fund NFO.

Mid-cap funds promise high growth, but also come with volatility. So how is this fund different? What strategy does it follow? Who should invest — and how much?

Alok shares:

• What makes mid-caps a compelling opportunity today

• His unique investment lens focused on ROE improvement and allocation sizing

• How to identify real multibaggers and avoid survivorship bias

• His approach to risk, momentum, and portfolio construction

• Why this fund deserves a place in your core portfolio

Multi-asset funds are often called 'all-weather portfolios'—but what truly sets them apart? In this episode, we sit down with Raghav Iyengar, CEO of 360 ONE Asset Management, to discuss the launch of their new Multi Asset Allocation Fund and what makes it unique in a crowded market. Learn how this fund balances equity, debt, gold, silver, REITs, and InvITs.

 

Raghav walks us through the fund’s asset allocation strategy, the role of the Asset Allocation Committee, and how their flexible, macro-driven approach helps manage volatility without compromising returns. He also shares insights into their SCDV-based equity selection philosophy, real-time defensive shifts, and how this fund fits into different investor profiles—from first-time savers to seasoned portfolio builders.

 Key topics covered:

• What makes 360 ONE’s multi-asset fund unique

• Strategic asset mix: equity, debt, gold/silver, REITs/InvITs

• Behavioural edge & investor suitability

• Why it’s ideal for 3–5 year goals or defensive allocation

• How fund managers stay flexible in a VUCA world