Value Research

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

Experts and the thali of wisdom

You know how some restaurants proudly advertise thalis with dozens of dishes? Market experts are like that.

₹1 to ₹100 Crore: Expert Strategies for Wealth Creation

From ₹1 to ₹100 Crore: The wealth creation blueprint you can’t afford to miss!

From Risk Manager to Fund Manager: Abhishek Singh’s Secrets to Smart Investing

In this insightful episode, we sit down with Abhishek Singh, Vice President & Fund Manager at DSP Investment Managers, as he shares his 14-year journey from options trading to managing hybrid and equity funds worth over Rs 17,300 crore. Discover how his risk-first approach, inspired by Nassim Taleb’s philosophy, drives his investment strategies. Singh also reveals his core principles for long-term wealth creation, explains the power of simplicity in investing, and provides actionable advice for first-time investors. Tune in for practical insights that can help you make smarter financial decisions!

#InvestSmart #FinancialMarkets #FundManager #AbhishekSingh #InvestmentPhilosophy #HybridFunds #EquityFunds #RiskManagement #LongTermInvesting #DSPInvestmentManagers #ValueInvesting #SmartMoneyMoves #DSPMutualFund

Tags: Finance, Investing, Wealth Management, Risk Management, Long-Term Investing, Hybrid Funds, Equity Funds, Mutual Funds, Nassim Taleb, Financial Advice, Market Insights, Personal Finance, Value Research, Value Research Podcast, DSP Mutual Fund

The diamond delusion

Why years of price stagnation isn't even the real story behind diamonds' failure as an investment

The thinking investor's advantage

Just as AI writing tools can't replace clear thinking, investment apps can't substitute for real investment understanding