Value Research

With Rs 24,000 crore in AUM and WhiteOak's flexi-cap fund carrying a strong four-star Value Research rating, he outlines how their disciplined, bottom-up process works across both 'flat' and 'turning pitches,' ensuring performance in varied cycles. We also discuss:

Why small and mid caps still hold alpha potential despite premium valuations.

How WhiteOak builds a diversified mid-cap portfolio of 100+ stocks with a SIP-focused design and low-beta strategy.

The reasoning behind staying overweight in IT despite near-term pain, and why smaller IT names continue to deliver alpha.

Key opportunities in financials, healthcare, asset management, travel & hospitality, real estate, and high-end manufacturing.

Whether you're an SIP investor, a mutual fund enthusiast, or a long-term equity investor, this conversation is packed with practical insights on navigating uncertainty while building wealth.

Why your first fund shouldn't be your best fund

Are SIPs letting investors down — or are investors quitting before the payoff? To understand, watch Investors' Hangout.

He explains why nimble businesses with pricing power and strong distribution could emerge as the real winners of the GST policy shift, where value still lies in small and mid caps despite stretched valuations, and the principles guiding his investment style: scalable models, hungry management teams, and disciplined monitoring. We also discuss how sectoral filters, management quality, and market share gains shape his stock-picking decisions, and how funds like Business Cycle and Pioneer fit into an investor's portfolio.

Whether you're an equity investor, mutual fund enthusiast, or simply keen to understand India's evolving market dynamics, this episode offers practical takeaways for smarter long-term investing.

In investing, unlearning the wrong things matters more than learning new ones

Can you really retire with a 100% equity portfolio — or is it a risk that could derail your retirement?

In this episode, we sit down with Aditya Khemani, Fund Manager at Invesco Mutual Fund, who manages over ₹25,000 crore across large-, mid- and small-cap strategies. He shares candid insights on:

Why earnings risk never disappears—but matters less over 3, 5, or 10 years.

How India’s macro backdrop is one of the strongest in two decades, even as cyclical slowdowns remain inevitable.

Why valuations must be judged through the lens of long-term growth and cash flows, not just near-term P/E ratios.

The importance of stock selection vs sector bets in generating alpha.

Why investors should temper return expectations to realistic low-teen outcomes.

Key structural themes—from healthcare to financialisation—that continue to drive resilience in his funds.

Khemani also explains why quality, growth, and cash flow conversion remain at the heart of his stock-picking framework, and how patient investors can still create meaningful wealth in India’s evolving markets.

If you’ve been anxious about stretched valuations or confused about how to navigate today’s mid- and small-cap rally, this conversation will give you much-needed clarity.

Lower taxes and cheaper goods sound wonderful, but are we creating a generation that can't save?

In this episode, we speak with Kirti Dalvi, Fund Manager at Mahindra Manulife Mutual Fund, who shares her perspective on:

Why she remains constructive on India despite elevated valuations.

Her investment philosophy and bottom-up stock-picking approach.

How she evaluates high P/E businesses for growth visibility and sustainability.

Key lessons learned from her mid-cap fund’s recent underperformance.

Sector outlooks, including financials and industrials.

Non-negotiables on risk management, position sizing, and sell discipline.

Dalvi also explains how she balances conviction with caution in an expensive market, what triggers a reallocation or exit, and why flexibility and humility are essential in volatile times.

This deep-dive conversation is a must-listen for investors navigating Indian equities, especially those interested in mid-caps, fund management strategy, and lessons from market cycles.

Dipping into your equity for short-term needs? It could cost you crores in the long run.