Value Research Online

'Passive investing works well for retail investors'

Mon, 27 Oct 2025 18:32:30 +0530

Zerodha Fund House bets on low-cost index funds and ETFs for retail investors. We explore its philosophy, product suite and why simplicity is its secret sauce.

'Digital convenience has led to trigger-happy decisions'

Mon, 27 Oct 2025 16:24:03 +0530

WhiteOak Capital prioritises human-led stock picking over quant models, despite using analytics for hybrid funds and portfolio insights. Here’s what sets them apart.

'Our SIF is designed for long-term wealth preservation'

Mon, 27 Oct 2025 16:11:31 +0530

Quant MF shares its hybrid vision—models for scale, human insight for alpha. Also inside: its SIF strategy, exit load philosophy, and macro research leanings.

'We bring a private equity approach to mutual funds'

Mon, 27 Oct 2025 15:59:50 +0530

Why The Wealth Company rejects cookie-cutter models and backs deep research, ethical investing and grassroots empowerment. A people-first approach to wealth creation.

'SIP helps investors stay disciplined amid volatility'

Mon, 27 Oct 2025 15:56:11 +0530

UTI AMC balances model-driven frameworks with fund manager insight. Learn how this hybrid approach, stress tests and SIP tools drive investor discipline.

'Digital investing has resulted in shorter holding periods'

Mon, 27 Oct 2025 15:51:38 +0530

Union AMC blends active fund manager strategies with a growing quant lineup. Here's how it’s using products, features and communication to drive long-term investing.

'We're not inclined to launch too many products'

Mon, 27 Oct 2025 15:42:57 +0530

Unifi follows an all-weather, fund manager-led approach rooted in value investing and consistency. Here's how it blends performance with purpose and clarity.

'Small caps will drive India's future growth'

Mon, 27 Oct 2025 15:30:49 +0530

Why TRUST MF believes India’s small-cap universe and dynamic fund managers—not backward-looking models—will drive future alpha. A forward-thinking investing lens.

'Average SIP tenure has shortened in recent years'

Mon, 27 Oct 2025 13:14:19 +0530

AI and quant models are rising, but Tata Asset Management shows why human insight still matters—especially in India. Read how it handles churn and stress tests.

'Fund manager-led strategies crucial for mid and small caps'

Mon, 27 Oct 2025 12:41:46 +0530

While quant models grow in India, Sundaram Mutual shows why human-led strategies still shine—especially in small caps. Read how it handles churn and stress tests.

'Our strategies are model-driven, guided by fund managers'

Mon, 27 Oct 2025 12:20:17 +0530

Shriram AMC uses a quantamental strategy—models plus human judgment—to build resilient portfolios. Read how they balance risk, returns and investor behaviour.

'Our SIF is a fixed-income-plus solution with liquidity'

Mon, 27 Oct 2025 12:00:11 +0530

SBI Mutual Fund blends active management with model-driven products, backed by fund managers’ judgment. Read their take on SIFs, churn and future strategy.

'Data-driven investing helps create long-term wealth'

Sun, 26 Oct 2025 09:22:00 +0530

Samco AMC relies entirely on algorithms, not fund manager calls. Learn how its momentum-led, rules-based strategy powers returns and builds long-term investor trust.

'Our small-cap fund is the most liquid in its category'

Sun, 26 Oct 2025 09:20:00 +0530

Quantum AMC shares how its model-backed, integrity-first process helps drive stable returns. Also: stress test stance, investor behaviour and its 12|20:80 rule.

'All our schemes are actively managed, not model-driven'

Sun, 26 Oct 2025 09:05:00 +0530

PPFAS Mutual Fund’s CEO explains why fund manager-led strategies still dominate, and how discipline, simplicity and lower drawdowns drive investor value.

'No sector or asset class performs well every year'

Sun, 26 Oct 2025 09:00:00 +0530

As alpha gets tougher in large caps, PGIM India’s focus shifts to small and micro caps where human judgment matters most. Also on: investor behaviour and NFO myths.

'We remain strong advocates of the buy-and-hold strategy'

Sat, 25 Oct 2025 09:20:00 +0530

Old Bridge Mutual Fund shares its philosophy of blending human insight with selective tech adoption in fund management. Why conviction-led active investing still works.

'Low-friction investing fuels short-term reactions'

Sat, 25 Oct 2025 09:15:00 +0530

NJ AMC explains how rule-based investing drives every decision—without human bias. Read why they believe in process, not prediction, and how it

'Core value addition will remain fund manager-led'

Sat, 25 Oct 2025 09:10:00 +0530

Even as quant tools grow, Nippon India believes human-led equity investing will remain central. Read how they blend data, digital nudges and long-term focus.

'AI will supercharge fund managers, not replace them'

Sat, 25 Oct 2025 09:05:00 +0530

Navi AMC explains how AI complements fund managers, why index funds lead their offering, and how their digital-first focus helps reduce investor churn.