Value Research

In this insightful interview, Meeta Shetty, Fund Manager at Tata Asset Management, shares her in-depth perspectives on the current state of Indian equity markets and how she navigates the complexities of investing in mid- and small-cap stocks. With a focus on bottom-up investing, Shetty elaborates on her unique strategy of identifying companies at key inflection points with improving Return on Capital Employed (ROCE).

She also sheds light on the adjustments being made to the Tata Focused and Tata Multicap funds, addressing past underperformance, portfolio recalibration, and the introduction of new alpha-generating opportunities. Additionally, Shetty provides a detailed look at her stock selection process, including her assessment of company growth visibility, risk profile, and valuation considerations.

Tune in to hear as she outlines her approach to finding long-term growth opportunities in a volatile market. Learn about the balance she maintains between alpha-compounders and how she's positioning her portfolios for future success.

How to spot potential 100-baggers and avoid costly mistakes

The real investor does not need to worry about the latest scandals

Are FDs keeping your money safe—or silently shrinking your retirement returns? 

When playing by the rules becomes a competitive disadvantage in investing

In this insightful podcast, Rajat Chandak, Senior Fund Manager at ICICI Prudential Mutual Fund, shares the strategies behind the successful turnaround of the ICICI Prudential Balanced Advantage Fund (BAF). After a tough 2023-24, the fund is back in the top quartile in 2025, driven by strategic recalibrations and a disciplined, data-driven approach. Rajat discusses how his bottom-up research, valuation discipline, and a focus on high-quality stocks helped ICICI Prudential’s equity schemes bounce back stronger. He also covers the importance of sticking to the core investment philosophy of risk-adjusted returns, the role of dynamic allocation in the BAF strategy, and how the Flexicap Fund continues to outperform its peers.

Tune in to hear Rajat’s views on the current Indian market landscape, his insights into sectors like consumption, banks, and public sector power stocks, and why patience and research remain critical for success in both large-cap and small-cap investments.

Is it time to switch your mutual funds? Discover when, why, and how to make the move with Dhirendra Kumar in our latest Investors' Hangout!

Indian investors think global but invest local. It’s time to change that.

In this insightful podcast, Vinay Paharia, Chief Investment Officer (CIO) at PGIM India Mutual Fund, discusses the key drivers behind the recent rebound in Indian equity markets and the strong comeback of PGIM’s equity funds after a challenging 2023-24. With a focus on high-quality, high-growth businesses, Paharia outlines why these stocks are back in favor and how India’s growing economy, effective monetary policies, and macroeconomic stability are fueling the market’s growth in 2025.

Vinay also explains PGIM India’s evidence-based investment philosophy, emphasizing stock picking over market timing, and the importance of adhering to a disciplined strategy. He shares the portfolio changes and stock selections that helped PGIM’s ELSS, Large and Mid Cap, and Small Cap funds outperform in 2024, and delves into the factors contributing to the success of PGIM India’s small-cap fund. Learn why high-growth, high-quality companies have outperformed and how PGIM India’s diversified, low-churn approach is set for long-term success.

Additionally, Ashutosh sheds light on the performance of Nippon India Multi Cap Fund, the role of sectoral allocation, and how momentum investing can be both a rewarding and risky strategy in volatile markets. For retail investors looking for practical advice, Ashutosh advises a disciplined approach through systematic investments and careful asset allocation.

Tune in for expert guidance on how to manage your portfolio, especially in uncertain times, and understand the best strategies to capitalize on the opportunities that lie ahead in the Indian market.