Value Research

Motilal Oswal Nifty Capital Market Index Fund NFO: Insights with Pratik Oswal

In this episode, Pratik Oswal, Chief of Passive Business at Motilal Oswal AMC, joins us to discuss the launch of the Motilal Oswal Nifty Capital Market Index Fund NFO. We explore the untapped potential of India's capital markets, the growth of retail investor participation, and the opportunity this fund offers for long-term investors. From the impact of digitisation and demat account openings to the future of financial habits in India, Pratik shares valuable insights into how this fund fits into an evolving investment landscape. 

Hashtags: #MotilalOswal #NiftyCapitalMarketIndexFund #IndexFund #NFO #InvestingInIndia #RetailInvestors #FinancialMarkets #IndianStockMarket #MutualFunds #EquityInvestment #SIP #InvestingForGrowth #IndiaFinancialRevolution #PassiveInvesting #StockMarketTrends #InvestmentStrategy #ValueResearch

Tags: Motilal Oswal, Nifty Capital Market Index Fund, NFO, mutual funds, India capital markets, retail investors, investing in India, SIP, equity market, passive investing, thematic investing, financial markets, stock market trends, wealth creation, Value Research

Insurance, disease, and murder

Public anger against health insurers isn't just an American phenomenon

ICICI Prudential's Anish Tawakley on Value Investing, Innovation, and the Barbell Strategy

Join Anish Tawakley, Co-CIO of Equity at ICICI Prudential AMC, as he shares his unique approach to equity investing in this insightful episode of the Money Masters Series. With an impressive background at McKinsey, Barclays, and Credit Suisse, Anish discusses his transition to fund management and his research-driven investment strategies. From the Barbell Strategy to the ICICI Prudential Innovation Fund, he breaks down how he identifies opportunities in high-quality growth companies, value investing, and innovation-led sectors. He also explores how cyclical calls, small-cap opportunities, and manufacturing trends in India shape his portfolio decisions. Don't miss this in-depth conversation on navigating markets, balancing growth and value, and positioning for long-term success!

Hashtags:

#AnishTawakley #ICICIPrudential #ValueInvesting #BarbellStrategy #InnovationFund #IndianEquities #CyclicalCalls #SmallCapInvesting #ICICIPrudentialAMC #MoneyMastersSeries #EquityInvesting #GrowthAndValue #ManufacturingIndia

Tags:

Anish Tawakley, ICICI Prudential AMC, Value Investing, Barbell Strategy, Innovation Fund, Equity Investing, Small Cap Investing, Indian Stock Market, Market Cycles, Investment Strategy, Fund Manager Insights, Indian Manufacturing, Portfolio Management, Investment Trends, Money Masters Podcast, Growth vs Value Investing, Financial Podcast, Fund Manager Interviews, Research-driven Investing, India Economic Trends, Fund House Strategy

Samco Multi-Asset Allocation Fund NFO: Insights with Umeshkumar Mehta

In this exclusive episode, we explore the Samco Multi-Asset Allocation Fund NFO, featuring Umeshkumar Mehta, Executive Director and CIO at Samco Mutual Fund. This New Fund Offer (NFO) introduces a dynamic investment strategy that reallocates between equities, debt, and gold based on market trends.

Umeshkumar dives into the fund’s R.O.T.A.T.E. strategy, explaining how it dynamically shifts asset class exposure, providing investors with better risk-adjusted returns. Learn how the fund uses key indicators like relative strength, volatility, and earnings yield to identify the best-performing asset classes while protecting against drawdowns during volatile market periods.

Whether you're considering this NFO or simply looking for smarter ways to manage your portfolio, this episode is packed with valuable insights for navigating today’s volatile markets.

Hashtags: #SamcoMutualFund #NFO #InvestmentStrategy #MultiAssetAllocation #SamcoNFO #EquityInvesting #GoldInvestment #DebtFunds #MarketVolatility #FinancialPlanning #AssetAllocation #RiskManagement #InvestmentTips #MutualFundsIndia #SamcoMultiAsset #FinancialPodcast #InvestingInGold #EconomicUncertainty

Tags: Samco Mutual Fund, Samco Multi-Asset Allocation Fund NFO, Umeshkumar Mehta, Multi-Asset Allocation, R.O.T.A.T.E. Strategy, Gold Investment, Debt Fund, Equities, Asset Allocation, Risk Management, Trend Following, Drawdown Protection, Investment Portfolio, Financial Advice, Mutual Funds, Investing in Gold, NFO Launch, Market Trends, Personal Finance Podcast, Investment Insights, Stock Market Tips, Financial Strategy

Small-Caps, Mid-Caps: Too Hot to Handle?

The market’s been buzzing with the recent surge in small-cap and mid-cap stocks—huge growth potential but also plenty of risks. Is it still worth diving in? Listen to this podcast to get all your answers.

SBI Quant Fund NFO: The Future of Data-Driven Investing?

Dive into the SBI Quant Fund NFO in this exclusive podcast featuring Ruchit Mehta, Head of Research at SBI Mutual Fund, and Dhirendra Kumar, CEO of Value Research. Discover how this innovative fund leverages quantitative models and a multi-factor strategy (growth, value, quality, and momentum) to adapt to market trends. Learn about its stock selection framework, risk mitigation techniques, and who this fund is best suited for. 

Tune in now for actionable insights into the future of equity investing!

Hashtags:

#SBIQuantFund #NFO #DataDrivenInvesting #MutualFunds #EquityInvesting #QuantFunds #InvestmentStrategy #MarketInsights #SmartInvesting

Tags:

SBI Quant Fund, SBI NFO, Quantitative Investing, Mutual Fund Strategies, Data-Driven Investment, Equity Funds, Growth vs Value Investing, Risk Management, Financial Planning, Value Research Podcast, Ruchit Mehta, Dhirendra Kumar, Passive vs Active Funds, Multi-Factor Investing, Investment Trends, Smart Portfolio Management, SBI Mutual Fund Podcast, Mutual Funds India

Union Active Momentum Fund NFO: What It Offers and Should You Invest?

In this exclusive podcast episode, Harshad Patwardhan, CIO of Union AMC, and Dhirendra Kumar, CEO of Value Research, unravel the details behind the Union Active Momentum Fund NFO, Union AMC's first step into factor investing, and the benefits of momentum investing for Indian investors.

Discover how this active momentum fund is designed to capitalise on market trends and why it’s being positioned as a game-changer.

From leveraging a data-driven momentum model to mitigating risks with active rebalancing and liquidity management, the discussion highlights how the fund aims to deliver high returns while addressing the challenges of momentum investing. Harshad and Dhirendra also explore the advantages of active momentum over passive strategies, who this fund is best suited for, and how it can serve both experienced investors and those with a high-risk appetite.

Key Highlights:

• Union AMC’s foray into factor investing with its first momentum strategy fund
• How frequent rebalancing and active management set this fund apart
• Why momentum investing appeals to short-term action-seekers and delivers tax efficiency
• The importance of discipline and risk management in volatile markets
• Who should consider this fund and how it aligns with long-term Alpha creation

Tune in for a deep dive into the Union Active Momentum Fund NFO and learn how it’s designed to ride market trends and deliver outstanding performance.

A dangerous game

It appears easy to win, but it is the most dangerous game

The price of patience

Why being fashionably late to global manufacturing could work for India

This time, it’s different

The investor’s challenge in navigating the AI revolution