Value Research

Between the two extremes of all equity and all debt lies the wisdom of the correct approach

Did you know Sensex has bounced back from every major drop? Watch Dhirendra Kumar break down what history teaches us about staying resilient.

 In this exclusive interview, Sanjay Chawla, CIO-Equity at Baroda BNP Paribas Mutual Fund, unpacks his investment philosophy and how he's navigating market corrections with confidence. With over 30 years of experience in financial markets, Chawla explains his BMV (Business, Management, Valuation) approach and shares insights on sector allocation, mid- and small-cap valuations, and the disciplined strategies driving his funds' strong performance. 

Whether you're a seasoned investor or just starting out, gain valuable insights on managing volatility and investing for long-term growth. Don't miss out on Chawla's expert advice on aligning with growth expectations and balancing risk and reward.

Key points covered:

• Market Corrections and Valuations

Hashtags: #Investing #MarketInsights #MutualFunds #InvestmentStrategy #SanjayChawla #BarodaBNPParibasMutualFund #StockMarket #FinancialPlanning #EquityInvesting #GrowthStocks #Podcast #ValueResearch

Charlie Munger's ‘poverty’ has become a topic of online conversations, but it’s utterly irrelevant for investors

If your investing life is like a computer game, you’re doing it wrong. It should be like watching a tree grow.

Tune in to discover how to harness the power of compounding, sidestep common investing pitfalls, and build a strong foundation for a prosperous financial future!

Why simplicity, not complexity, is key to building your wealth

In this candid interview, Dhirendra Kumar speaks with Ajay Tyagi, Head of Equity at UTI, as he tackles the tough questions about the recent underperformance of the UTI Flexicap Fund. With over 25 years of experience in India’s equity markets, Tyagi sheds light on the disciplined strategy guiding the fund, his commitment to quality over hype, and what he's learned from periods of lagging returns. From addressing investor concerns to sharing his cautious views on trending sectors, Tyagi offers a transparent look at the challenges and resilience required to navigate turbulent markets.

Tune in to understand why UTI doubled down on certain investments like Zomato, how Tyagi balances conviction with caution, and what adjustments he’s making to steer the Flexicap Fund back to strong performance. Whether you’re a current investor or considering UTI Flexicap, this is an essential listen for insights into the mindset and strategy of a top fund manager facing adversity.

Key Topics:

• Addressing the underperformance of the UTI Flexicap Fund

A simple guide to keeping calm during market turbulence

The markets seem headed downwards. It’s time to (not) worry.