Value Research

In this exclusive episode, we explore the Samco Multi-Asset Allocation Fund NFO, featuring Umeshkumar Mehta, Executive Director and CIO at Samco Mutual Fund. This New Fund Offer (NFO) introduces a dynamic investment strategy that reallocates between equities, debt, and gold based on market trends.

Umeshkumar dives into the fund’s R.O.T.A.T.E. strategy, explaining how it dynamically shifts asset class exposure, providing investors with better risk-adjusted returns. Learn how the fund uses key indicators like relative strength, volatility, and earnings yield to identify the best-performing asset classes while protecting against drawdowns during volatile market periods.

Whether you're considering this NFO or simply looking for smarter ways to manage your portfolio, this episode is packed with valuable insights for navigating today’s volatile markets.

Hashtags: #SamcoMutualFund #NFO #InvestmentStrategy #MultiAssetAllocation #SamcoNFO #EquityInvesting #GoldInvestment #DebtFunds #MarketVolatility #FinancialPlanning #AssetAllocation #RiskManagement #InvestmentTips #MutualFundsIndia #SamcoMultiAsset #FinancialPodcast #InvestingInGold #EconomicUncertainty

Tags: Samco Mutual Fund, Samco Multi-Asset Allocation Fund NFO, Umeshkumar Mehta, Multi-Asset Allocation, R.O.T.A.T.E. Strategy, Gold Investment, Debt Fund, Equities, Asset Allocation, Risk Management, Trend Following, Drawdown Protection, Investment Portfolio, Financial Advice, Mutual Funds, Investing in Gold, NFO Launch, Market Trends, Personal Finance Podcast, Investment Insights, Stock Market Tips, Financial Strategy

The market’s been buzzing with the recent surge in small-cap and mid-cap stocks—huge growth potential but also plenty of risks. Is it still worth diving in? Listen to this podcast to get all your answers.

#SBIQuantFund #NFO #DataDrivenInvesting #MutualFunds #EquityInvesting #QuantFunds #InvestmentStrategy #MarketInsights #SmartInvesting

SBI Quant Fund, SBI NFO, Quantitative Investing, Mutual Fund Strategies, Data-Driven Investment, Equity Funds, Growth vs Value Investing, Risk Management, Financial Planning, Value Research Podcast, Ruchit Mehta, Dhirendra Kumar, Passive vs Active Funds, Multi-Factor Investing, Investment Trends, Smart Portfolio Management, SBI Mutual Fund Podcast, Mutual Funds India

In this exclusive podcast episode, Harshad Patwardhan, CIO of Union AMC, and Dhirendra Kumar, CEO of Value Research, unravel the details behind the Union Active Momentum Fund NFO, Union AMC's first step into factor investing, and the benefits of momentum investing for Indian investors.

Discover how this active momentum fund is designed to capitalise on market trends and why it’s being positioned as a game-changer.

From leveraging a data-driven momentum model to mitigating risks with active rebalancing and liquidity management, the discussion highlights how the fund aims to deliver high returns while addressing the challenges of momentum investing. Harshad and Dhirendra also explore the advantages of active momentum over passive strategies, who this fund is best suited for, and how it can serve both experienced investors and those with a high-risk appetite.

Key Highlights:

Tune in for a deep dive into the Union Active Momentum Fund NFO and learn how it’s designed to ride market trends and deliver outstanding performance.

It appears easy to win, but it is the most dangerous game

Why being fashionably late to global manufacturing could work for India

The investor’s challenge in navigating the AI revolution

Why are index funds becoming the talk of the investing world? Listen in and discover the buzz behind their rising popularity!

Key points covered in this episode:

If you're looking to understand how to navigate India's dynamic market and whether this multicap fund aligns with your investment goals, this is the podcast for you.

 Tune in to learn more about how Groww's new fund can be a valuable addition to your portfolio.

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