Value Research

Curious about how to safeguard your retirement? Tune in to learn how the 3-Bucket strategy can help!

In this insightful interview, Niket Shah, Chief Investment Officer at Motilal Oswal Asset Management, shares his perspective on the current Indian equity market, where valuations are stretched but opportunities still exist. Shah, who manages Rs 59,000 crore across multiple funds, discusses his high-conviction investment approach, focusing on quality businesses with strong growth potential.

He explains the challenges of finding value in today’s market and how he navigates elevated valuations with a differentiated strategy. Shah also dives deep into his QGLP philosophy—emphasizing quality, growth, longevity, and price—and how he builds concentrated portfolios with carefully selected stocks. He sheds light on his approach to mid- and small-cap investments, allocation calls, and sector diversification, while offering insights on how his rigorous research and firsthand experiences drive his decision-making.

Tune in for valuable lessons on how to build high-performing portfolios in a market where easy wins are harder to come by and learn about the emerging themes that continue to shape his investment strategy.

Success still depends on mastering your emotions, not the latest trends

Why perfect timing ruins real returns

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!

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

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.

How to spot potential 100-baggers and avoid costly mistakes

The real investor does not need to worry about the latest scandals

Are FDs keeping your money safe—or silently shrinking your retirement returns?