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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/thursdays-in-juvie-a-podcast-by-advot">Thursdays in Juvie: A Podcast by Advot</a></span>


Thursdays in Juvie tells the stories of youth incarcerated in L.A. County juvenile detention facilities. It is about the kids who are labeled as lost causes, yet manage to turn their lives around. Their stories teach us the importance of love, the effect of kindness, and the power of art to create change. Thursdays in Juvie is produced in partnership with Advot. Advot is a non-profit that provides arts education to system-impacted youth in L.A. County. To learn more, visit www.advot.org To contribute, visit www.advot.org/donate
Flexi Cap, Multi Cap, or Value: Best Fund for Long-Term?
Manage episode 488459303 series 3488085
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Learn which fund will give you the best long-term returns.
999 episodes
Manage episode 488459303 series 3488085
Content provided by Value Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Value Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Learn which fund will give you the best long-term returns.
999 episodes
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1 7 Levels of Financial Freedom: Where Are You? 15:34
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Before you chase FIRE, find out if your foundation is even solid.
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Insurance defenders miss the point about systematic problems that go beyond individual bad actors
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1 Multi‑Asset vs Aggressive Hybrid Funds: Choosing Wisely 9:34
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Two popular hybrid funds, one tough choice.
When markets stumble, investors stumble too – often right into their own traps
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1 Gaurav Misra on Valuations, Contrarian Bets & India’s Next Growth Cycle 35:21
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In this exclusive conversation, Gaurav Misra, Head – Equity at Mirae Asset Investment Managers (India), shares his nuanced take on why he remains optimistic about India’s small-cap and mid-cap segments despite rich valuations. With nearly 30 years of experience, Misra discusses how a disciplined, valuation-driven, and contrarian investment philosophy has powered the turnaround in Mirae’s Focused and Large Cap funds. He breaks down the fund’s successful calls in IT, banking, and fintech, why he’s betting on a revival in the consumption and real estate cycle, and how Mirae’s revamped sectoral research and stock-picking framework is positioning it for the $7-trillion India opportunity.…
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1 Decoding Bank of India Mutual Fund’s New Mid Cap NFO with Alok Singh 22:09
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In this episode of Fund Focus , we sit down with Alok Singh, Chief Investment Officer at Bank of India Mutual Fund, to dive deep into the fund house's latest launch — the Bank of India Mid Cap Fund NFO. Mid-cap funds promise high growth, but also come with volatility. So how is this fund different? What strategy does it follow? Who should invest — and how much? Alok shares: What makes mid-caps a compelling opportunity today His unique investment lens focused on ROE improvement and allocation sizing How to identify real multibaggers and avoid survivorship bias His approach to risk, momentum, and portfolio construction Why this fund deserves a place in your core portfolio…
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1 Inside 360 ONE’s Multi Asset Fund: Raghav Iyengar on Diversification, Volatility, and Smarter Investing 14:13
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Multi-asset funds are often called 'all-weather portfolios'—but what truly sets them apart? In this episode, we sit down with Raghav Iyengar, CEO of 360 ONE Asset Management, to discuss the launch of their new Multi Asset Allocation Fund and what makes it unique in a crowded market. Learn how this fund balances equity, debt, gold, silver, REITs, and InvITs. Raghav walks us through the fund’s asset allocation strategy, the role of the Asset Allocation Committee, and how their flexible, macro-driven approach helps manage volatility without compromising returns. He also shares insights into their SCDV-based equity selection philosophy, real-time defensive shifts, and how this fund fits into different investor profiles—from first-time savers to seasoned portfolio builders. Key topics covered: What makes 360 ONE’s multi-asset fund unique Strategic asset mix: equity, debt, gold/silver, REITs/InvITs Behavioural edge & investor suitability Why it’s ideal for 3–5 year goals or defensive allocation How fund managers stay flexible in a VUCA world…
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1 Market Signals, Smart Bets: Atul Bhole of Kotak MF on What’s Next for Equities 25:37
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What’s really driving the markets right now—and where might they head next? In this exclusive interview, Atul Bhole, fund manager at Kotak Mutual Fund, breaks down market trends, valuation concerns, and smart shifts in portfolio strategy. With over ₹65,000 crore in assets under management and two four-star-rated funds—Kotak Midcap Fund and Kotak Aggressive Hybrid Fund—under his watch, Bhole brings deep insights on how he’s navigating a volatile environment. Tune in to hear: Why recent market fatigue may be temporary Whether mid- and small-cap valuations are frothy—or justified What festive season indicators Bhole is watching closely The non-negotiables in his investment playbook: management, business strength, and growth The sectoral rotation that powered Kotak Midcap Fund’s rebound from third to first quartile What signals he tracks before buying or trimming a stock This episode is a must-listen for serious investors, mutual fund followers, and anyone interested in understanding how a fund manager thinks through volatility, fundamentals, and opportunity.…
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The insurance industry's predatory practices demand a collective response from customers
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Small-caps are sizzling — but is it time to cash out or stay the course?
Why investors chase expensive stocks and shun bargains
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1 How Nippon India’s Meenakshi Dawar Navigates Value Traps and Finds New Growth Stories 30:54
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In this episode, Meenakshi Dawar—Senior Fund Manager, Equity Investments at Nippon India Mutual Fund—shares her market outlook and investment strategy amid today’s uncertain environment. With over ₹22,000 crore in AUM, she manages the four-star-rated Nippon India Aggressive Hybrid Fund and Nippon India Value Fund. Meenakshi discusses: Why Indian markets are in a consolidation phase How she’s managing risk amid stretched valuations and slower growth Her top-down sector and bottom-up stock selection framework How to avoid value traps and identify undervalued opportunities Why she’s bullish on power and consumer durables The differences in positioning between Nippon’s Value, Flexi Cap and Aggressive Hybrid Funds Risk management in mid- and small-cap allocations Whether you're a long-term investor or tracking tactical opportunities, this conversation is packed with real insights from one of India's top-performing fund managers.…
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1 Built for Retirees, Not Market Timing: Rajeev Thakkar on the PPFAS Dynamic Asset Allocation Fund 13:05
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What should a retiree’s investment plan really look like? And how do you invest when the next market cycle might look nothing like the last? In this episode, Rajeev Thakkar, CIO of PPFAS Mutual Fund, joins us to talk about their Dynamic Asset Allocation Fund — a strategy designed not for market timing, but for real-life goals like cash flows, capital preservation, and inflation protection. We explore: Why equity returns aren't guaranteed in the short term How PPFAS balances debt and hedged equity The logic behind staying in the 35–65% equity tax bracket Why this fund may underperform in bull markets — by design And who it’s really meant for: conservative investors, especially retirees If you’re looking for a calmer, more predictable way to stay invested — this episode is for you.…
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Despite all the noise, equity remains misunderstood by most savers
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1 How Capitalmind’s New Flexicap Fund Plans to Stand Out | Deepak Shenoy on Launching a New AMC 31:45
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Capitalmind Mutual Fund has entered the Indian investing landscape—and it’s starting with a bold move: a Flexicap Fund built on a fully quantitative, factor-based investing approach. In this episode, we speak with Deepak Shenoy, Founder of Capitalmind Mutual Fund, about: Why Capitalmind transitioned from PMS to launching a fund house How their investing philosophy blends data, market sentiment, and adaptability The quantitative engine powering their Flexicap Fund What sets their approach apart in a crowded flexicap category Who should invest—and who shouldn’t We also dive into factor investing, momentum strategies, and how their fund dynamically shifts between large-, mid-, and small-cap stocks using market regime indicators. Whether you're a mutual fund enthusiast, a DIY investor, or a curious listener looking to understand the future of quantitative investing in India, this episode offers a front-row view into how a new-age fund house is thinking differently. Don’t forget to subscribe and follow us for more deep-dive conversations with India’s top money minds.…
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1 How to Make Your SIPs Work in Today's Market 12:49
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SIPs promise long-term wealth—but are you unknowingly sabotaging your own returns?
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1 Gopal Agrawal on HDFC BAF’s 75% Return, Value + Growth Investing & Managing ₹1.5 Lakh Crore 33:58
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In this exclusive episode, Gopal Agrawal, Senior Fund Manager – Equity at HDFC Mutual Fund, offers deep insights into what’s powering the HDFC Balanced Advantage Fund’s 75% return over three years, and how his investing philosophy blends value and growth to outperform benchmarks. Agrawal manages over ₹1.54 lakh crore across four schemes and shares the behind-the-scenes decision-making that fuels his dynamic asset allocation, sector rotations, and the unique top-heavy-yet-diversified portfolio structure he favours. From the fund’s evolution post-Prashant Jain to navigating premium valuations and recovering from past missteps, Agrawal gets candid about what it takes to deliver consistent absolute returns in today’s volatile market. Whether you’re an investor in HDFC BAF, exploring multi-cap or large & mid-cap funds, or simply curious about how top fund managers navigate cycles—this conversation is a masterclass in real-world portfolio management. Topics Covered: What’s driving HDFC BAF’s 75% return and outperformance Balancing growth, valuation, and downside protection How dynamic sector calls shaped HDFC Large & Mid Cap Fund Avoiding liquidity traps in mid- and small-cap spaces The philosophy behind maintaining 200+ stock portfolios How Balanced Advantage Funds truly work (and why they’re misunderstood) Lessons learned from underperformance and course correction Categories/Genres: Business, Investing, Finance, Retirement Planning, Mutual Funds…
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1 Rahul Bhagat on Why NPS Could Become a ₹50 Lakh Crore Retirement Powerhouse | DSP Pension Fund 26:03
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In this episode, Rahul Bhagat, CEO of DSP Pension Fund, shares a rare insider's perspective on why the National Pension System (NPS) remains underpenetrated despite being one of India’s most promising retirement planning tools. He breaks down the barriers to adoption, the differences between auto vs active allocation, and explains how DSP’s value-driven investment approach helps manage risk and deliver long-term returns in the NPS space. Bhagat also explores the regulatory tweaks needed to boost NPS participation, what first-time investors should look for in a pension fund manager, and why the industry has the potential to grow from ₹15 lakh crore to ₹50 lakh crore—if the right ecosystem is built. Whether you’re an HR professional, financial advisor, or investor planning for retirement, this conversation will help you understand NPS from both a strategic and investor lens. Key topics covered: Why onboarding and distributor incentives are holding NPS back DSP’s investment philosophy for equity in pension portfolios How to choose between auto, balanced, and active allocation What sets DSP Pension Fund apart in terms of transparency and communication What regulatory changes can help NPS thrive Why paying a bit more for smarter fund management can yield better returns Categories/Genres: Business, Investing, Retirement Planning, Personal Finance, Government & Organizations…
When did a life without work become the dream?
Does frictionless investing create friction with success?
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You're probably judging your mutual funds all wrong—find out what really matters!
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1 Satish Ramanathan on Market Volatility, Tactical Shifts & Identifying Growth Opportunities | JM Financial Mutual Fund 14:59
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In this insightful conversation, Satish Ramanathan, Chief Investment Officer (CIO) – Equity at JM Financial Mutual Fund, discusses his approach to navigating the complexities of India’s equity market. With over ₹11,100 crore in assets under management, Satish shares his perspectives on how global volatility, sector rotations, and mid- and small-cap stock exposure have influenced the performance of key funds like JM Flexi Cap, ELSS, and Value Fund. He also highlights the strategic shifts being made to position the funds for recovery, focusing on large-cap stability, growth opportunities in corporate India, and the key role of liquidity in market recovery. Market outlook: Satish explores the sound fundamentals supporting India’s equity market, despite potential concerns around overvaluation and short-term market volatility. Investment philosophy: Learn about his philosophy of focusing on structural growth stories, earnings quality, ROE, and cash flows while selecting stocks. Performance insights: Hear Satish’s thoughts on the recent underperformance of key funds, the tactical shift toward large-cap stocks, and how they are positioning for future growth. New Fund Launch: Get insights into the upcoming JM Large & Midcap Fund, designed to balance growth and stability by providing better sectoral representation and reduced bias towards financials and oil & gas. Value Investing: Satish discusses his approach to value investing in mid- and small-cap stocks despite their current high valuations, and how he finds hidden gems with strong growth potential. Tune in to understand how JM Financial’s disciplined approach to stock selection and strategic shifts aims to capitalize on the evolving market dynamics and deliver long-term value for investors.…
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1 Abhishek Singh on DSP Large Cap Fund’s Outperformance, Cash Discipline & Market Valuations | DSP Investment Managers 32:07
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In this exclusive interview, Abhishek Singh, Vice President and Fund Manager at DSP Investment Managers, offers valuable insights into his approach to fund management and his perspectives on the Indian equity market. Managing over ₹20,000 crore across four schemes, including the five-star-rated DSP Large Cap Fund, Abhishek shares his thoughts on the disconnect between market optimism and earnings, the importance of holding cash in uncertain times, and what’s been driving the outperformance of the DSP Large Cap Fund. Valuation discipline: Abhishek discusses how the fund avoids the common pitfalls of overvaluation and focuses on bottom-up fundamentals. Cash management: Understand the rationale behind the fund's rising cash levels and how it helps in creating flexibility during volatile markets. Portfolio strategy: Learn about the fund's concentrated portfolio of 30-32 stocks, and how this strategy differentiates the DSP Large Cap Fund from others in the space. Market outlook: Hear Abhishek’s take on the disconnect between macro optimism and bottom-up earnings, the potential impact of rising valuations, and how he’s positioning his portfolio for the future. Hybrid fund strategy: Abhishek also sheds light on his recent turnaround of the DSP Aggressive Hybrid Fund, and how a focus on valuations and concentration has driven its improvement. This episode is a must-listen for investors looking to understand value-conscious investment strategies, portfolio diversification, and the Indian market outlook through the lens of one of India’s top fund managers.…
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1 Manish Gunwani on Small-Cap Opportunities, Indian Market Valuations & the Future of Investing | Bandhan Mutual Fund 46:33
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In this episode, we sit down with Manish Gunwani, the Head of Equities at Bandhan Mutual Fund, who manages over ₹37,700 crore in assets and oversees two 5-star rated funds — the Bandhan Smallcap Fund and Bandhan Large & Midcap Fund. With deep research and a long-term investment philosophy, Manish shares his insights on the Indian market, particularly the small-cap space, and his approach to valuations in today’s market environment. Discover his views on the current market valuations and whether small-caps are still presenting opportunities. Learn about Bandhan's deep research capabilities and their 600-700 stock universe in the small-cap sector. Manish talks about the long-term potential of the manufacturing sector, AI disruption, and how geopolitical tensions are shaping investment decisions. He shares his investment philosophy, focusing on quality businesses, even in a time of stretched valuations, and why the Indian currency’s stability is a positive for long-term foreign capital influx. Get insights on asset allocation models, macro parameters, and valuation strategies used at Bandhan Mutual Fund for funds like the Bandhan Balanced Advantage Fund. With a value bias in his portfolio, Manish explains how he balances growth and value investing to generate superior long-term returns. Join us for a deep dive into the Indian equity market, investment strategies, and the outlook for small-cap stocks with one of the leading voices in the industry.…
Market manipulation exists, but it needn’t derail the sensible investor
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Curious about how to safeguard your retirement? Tune in to learn how the 3-Bucket strategy can help!
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1 Motilal Oswal's Niket Shah on Market Valuations, Stock Picking & High-Conviction Investment Strategy 40:22
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In this insightful interview, Niket Shah, Chief Investment Officer at Motilal Oswal Asset Management, shares his perspective on the current Indian equity market, where valuations are stretched but opportunities still exist. Shah, who manages Rs 59,000 crore across multiple funds, discusses his high-conviction investment approach, focusing on quality businesses with strong growth potential. He explains the challenges of finding value in today’s market and how he navigates elevated valuations with a differentiated strategy. Shah also dives deep into his QGLP philosophy—emphasizing quality, growth, longevity, and price—and how he builds concentrated portfolios with carefully selected stocks. He sheds light on his approach to mid- and small-cap investments, allocation calls, and sector diversification, while offering insights on how his rigorous research and firsthand experiences drive his decision-making. Tune in for valuable lessons on how to build high-performing portfolios in a market where easy wins are harder to come by and learn about the emerging themes that continue to shape his investment strategy.…
Success still depends on mastering your emotions, not the latest trends
Why perfect timing ruins real returns
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1 Navigating Market Valuations and Investment Strategies with Ashish Naik of Axis Mutual Fund 31:04
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In this exclusive interview, Ashish Naik, Fund Manager at Axis Mutual Fund, shares valuable insights on managing assets worth over Rs 40,000 crore across multiple schemes. Naik discusses the challenges posed by stretched valuations, global macroeconomic shifts, and evolving market dynamics. He delves into Axis Mutual Fund’s strategic recalibration in response to these challenges, emphasising their focus on growth and quality investment strategies, sector diversification, and stock selection. Topics covered include: Managing equity allocations amidst high valuations Key external risks, such as tariff wars and central bank policies The evolution of Axis Mutual Fund's strategy and portfolio adjustments The turnaround of Axis ELSS Tax Saver Fund Insights on new-age sectors with high growth potential Reflections on Axis Mutual Fund's performance and investor perception Naik’s experience offers listeners a deep dive into how one of India’s top asset managers is navigating market uncertainty while staying committed to long-term investor growth. Tune in to learn from one of the most respected voices in Indian mutual funds today!…
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1 This Strategy Protects You in Bull Runs & Crashes! 16:31
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Watch and learn how to build a portfolio that thrives in both bull and bear markets!
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1 Tata AMC's Meeta Shetty on Stock Picking, Portfolio Repositioning & Market Outlook 26:24
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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.…
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How to spot potential 100-baggers and avoid costly mistakes
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The real investor does not need to worry about the latest scandals
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1 Debt Funds vs FDs: What’s Better in Retirement? 13:27
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Are FDs keeping your money safe—or silently shrinking your retirement returns?
When playing by the rules becomes a competitive disadvantage in investing
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1 Rajat Chandak of ICICI Prudential Mutual Fund on Bouncing Back with the Balanced Advantage Fund & Key Strategies for 2025 30:26
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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.…
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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.
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1 Vinay Paharia of PGIM India Mutual Fund on the Rebound of High-Quality Stocks and India's Equity Market Outlook for 2025 33:50
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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.…
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1 Ashutosh Bhargava of Nippon India Mutual Fund on India's Equity Outlook & Investing Strategies in 2025 35:06
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In this exclusive interview, Ashutosh Bhargava, Head of Equity Research and Fund Manager at Nippon India Mutual Fund, shares his insights on the current state of the Indian equity market in 2025. He discusses the challenges of momentum investing, the outlook for equity markets, and why disciplined investing is essential in today’s volatile environment. Ashutosh highlights the primary drivers of market performance, such as improved fiscal policy, the RBI’s supportive stance, and the post-earnings downgrade recovery. He also delves into strategies for navigating market uncertainties, including the appeal of flexi-cap and multi-cap funds, which offer a balanced risk-reward ratio. 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.…
Black money distorts housing markets, pricing out genuine homebuyers.
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1 Flexi Cap, Multi Cap, or Value: Best Fund for Long-Term? 10:56
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Learn which fund will give you the best long-term returns.
The undervalued art of studying investment failures
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Learn practical, proven ways to build a strong equity portfolio that can navigate market ups and downs.
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