Value Research

With and without my ‘uncle’ hat

As India's investors get younger, some timeless wisdom is mixed with new realities

The algorithmic amplification of fear

Why social media is making a modest market decline feel like a huge crisis

Financial Planning 101: The Ultimate Guide for Millennials

Millennials, master the art of money management and start building your wealth—don't miss this episode!

Mastering Value Investing: Insights from PPFAS Fund Manager Raunak Onkar

How do India's top fund managers think about value investing? In this exclusive interview, Raunak Onkar, Fund Manager & Research Head at PPFAS Mutual Fund, shares his journey from an unconventional start in equity investing to managing the renowned Parag Parikh Flexicap Fund and ELSS Fund.

Raunak discusses key investment principles inspired by Warren Buffett and Benjamin Graham, portfolio strategies for navigating market cycles, and how PPFAS identifies emerging leaders amidst volatility. He also offers actionable tips for beginners on portfolio allocation, stock selection, and risk management.

 

 Key Takeaways:

• The art of portfolio construction and cash management
• Lessons learned from industry stalwarts Parag Parikh & Rajeev Thakkar
• Strategies for valuing companies and spotting market opportunities
• How to approach portfolio allocation and avoid common investor pitfalls

 

If you're an investor looking to sharpen your strategy—whether you're a beginner or a seasoned pro—this episode is packed with valuable insights.

 

 

#ValueResearch #ValueInvesting #PPFAS #PPFASMutualFund #RaunakOnkar #MutualFunds #StockMarket #InvestingInsights #ParagParikhFlexicap #ELSSFund #PortfolioManagement #WarrenBuffett #BenjaminGraham #FinancialPlanning

The old-fashioned art of the scam

Some scamsters still prefer the personal touch in an age of digital fraud

Your mutual funds need just these resolutions

For long-term investment success, these three basic principles matter more than market predictions

NFO Spotlight: Groww's Railways PSU Fund – CEO Varun Gupta Shares Insights

Are Indian railways the next big investment opportunity? Listen in to an exclusive conversation with Varun Gupta, CEO of Groww Mutual Fund, as he delves into the launch of the Groww Nifty India Railways PSU Index Fund. Learn how India's railway sector presents a compelling investment opportunity driven by significant government infrastructure spending, extensive modernisation initiatives, and transformative plans for both freight and passenger services.

 

Whether you're a seasoned investor or just exploring thematic funds, this episode is packed with actionable insights.

 Topics covered:

• The transformation of India's railways ecosystem
• Government's ambitious railway growth plans (Vande Bharat, bullet trains, freight corridors)
• Benefits and risks of investing in the Nifty India Railways PSU Index Fund
• Why this fund is a satellite allocation, not a core portfolio play

Don't miss this deep dive into the railways sector and its investment potential!

 

 

#Investing #IndianRailways #ThematicFunds #Groww #MutualFunds #GrowwMutualFund #PSUInvestments #NiftyRailways #RailwayStocks #IndiaGrowthStory #ETFs #ValueResearch #NFO #NewFundOffer

Market Turbulence: Should You Stay Invested or Make a Move?

Markets are falling—will you panic or profit from the opportunity? Find out how in this podcast from Dhirendra Kumar.

The portfolio diet

Why your mutual fund collection probably needs a weight-loss programme

Sailesh Raj Bhan on Why Overpaying for Growth is the Biggest Investing Mistake

In this must-listen episode, Sailesh Raj Bhan, Chief Investment Officer (CIO) for Equity Investments at Nippon India Mutual Fund, shares 25+ years of wisdom on navigating market volatility and building resilient portfolios. Managing over Rs 83,000 crore in assets, Bhan explains why avoiding overpaying for growth is a timeless principle and how recent market corrections are a wake-up call for investors. He dives into mid- and small-cap valuations, the importance of asset allocation, and strategies for long-term wealth creation. Whether you're a first-time investor or a seasoned pro, this episode offers actionable insights to sharpen your investment game.

#InvestSmart #SaileshRajBhan #MutualFunds #EquityInvestments #LargeCapInvesting #MidCapValuations #AssetAllocation #MarketVolatility #NipponIndiaMutualFund #LongTermWealth #SmartInvesting #PortfolioRebalancing #NipponIndiaMutualFund

Tags: Equity Investing, Mutual Funds, Large-Cap Funds, Mid-Cap Funds, Asset Allocation, Risk Management, Volatility, Investment Strategies, Personal Finance, Financial Markets, Long-Term Investing, Value Research, Value Research Podcast, Nippon India Mutual Fund