Value Research Online

'We didn't want to deploy capital simply because of inflows'

Thu, 14 May 2026 10:00:00 +0530

SBI Contra Fund's Dinesh Balachandran on why he holds cash when ideas are scarce, the AI threat to IT stocks and what SIP investors with flat returns should remember.

'The market is clearly far more attractive today'

Fri, 01 May 2026

Nippon India MF’s Sailesh Raj Bhan explains why the recent market correction has made valuations more attractive and highlights sectors where investors can find emerging opportunities.

'We don't throw good money after bad valuations'

Wed, 29 Apr 2026 18:10:06 +0530

Nippon India Mutual Fund’s Sailesh Raj Bhan explains how respecting valuations, choosing the right risks and staying disciplined can drive long-term returns in equity investing.

'Mid caps appear expensive, but deliver superior growth'

Thu, 23 Apr 2026 10:00:00 +0530

TRUST MF CIO Mihir Vora on why mid-cap valuations are not as expensive as they appear, India's four structural megatrends and why investors should reset to 12-15 per cent returns.

'Earnings visibility is the only margin of safety'

Mon, 20 Apr 2026 12:57:02 +0530

Kotak fund manager Devender Singhal on why earnings visibility is the only margin of safety, where value is emerging in large caps and what SIP investors should expect now.

'We assign relatively higher weight to momentum'

Mon, 20 Apr 2026 12:57:00 +0530

Edelweiss fund manager Bhavesh Jain on why corrections are the best time for SIPs, how momentum factor investing works and which hybrid fund suits which investor.

'Markets could remain weak if earnings don't recover'

Thu, 02 Apr 2026 09:00:00 +0530

SBI Mutual Fund’s Milind Agrawal explains why market direction hinges on earnings growth, outlook on PSU banks, power sector, ELSS strategy and recent market volatility.

'We are currently in a favourable credit cycle'

Wed, 01 Apr 2026

India is in a favourable credit cycle with improving asset quality. Here’s what it means for PSU banks, lending and financial stocks, as per Invesco’s Hiten Jain.

'Gradually increase equity, avoid lumpsum investing'

Sun, 22 Mar 2026 09:00:00 +0530

Invesco fund manager Hiten Jain on why staggered investing beats lumpsums in volatile markets, how he values new-age companies and his broader definition of technology.

'Investing isn't mathematics, it's judgement'

Fri, 20 Mar 2026

Veteran investor Bharat Shah on why P/E misleads, how quality drives compounding, when to walk away from a business, and what cash flow reveals that profit never can.

Understanding how a dynamic asset allocation strategy works

Sat, 07 Mar 2026 10:20:34 +0530

Experts explain a dynamic asset allocation fund blending equity, debt and commodities, aiming for consistent returns with lower volatility and flexibility.

'Invest in cyclicals with a price target in mind'

Sun, 01 Mar 2026

DSP Mutual Fund’s Rohit Singhania shares views on cyclicals, OMCs, natural resources and valuations, and why disciplined price targets matter in volatile sectors.

Index vs Multi-Factor What's better for your core portfolio?

Tue, 24 Feb 2026 21:00:41 +0530

Learn how multi-factor strategies differ from Nifty index funds, why combining factors can smooth cycles, and whether this approach belongs in a portfolio.

'Next 3-6 months appear conducive for staggered investment'

Fri, 20 Feb 2026 16:42:43 +0530

DSP Mutual Fund’s Rohit Singhania says recent volatility reflects consolidation, not capitulation. He shares sector calls and a staggered investment view..

'Quality as a factor is now far more widespread'

Fri, 20 Feb 2026

After market correction, Shreyash Devalkar of Axis MF discusses valuation discipline, growth at reasonable price and portfolio concentration in a selective phase.

'We expect Nifty earnings to improve into the mid-teens'

Fri, 20 Feb 2026

Shibani Kurian of Kotak MF discusses valuations, earnings outlook and why large and mid caps offer better risk-reward than small caps in a volatile market phase.

What makes Old Bridge Flexi Cap different from others?

Fri, 13 Feb 2026 10:15:00 +0530

Find more about Old Bridge Flexi Cap Fund’s strategy, Kenneth Andrade’s capital-cycle approach, risks of chasing winners, and who this flexi-cap NFO suits..

'Correction could be more prolonged in mid and small caps'

Wed, 11 Feb 2026 14:50:49 +0530

UTI AMC’s Ajay Tyagi warns mid- and small-cap valuations remain elevated. He also shares why he prefers mid-cap stocks and explains his quality-growth approach.

Smarter investing: Understanding long-short equity funds

Fri, 06 Feb 2026 16:24:34 +0530

Learn how equity long–short funds like Dyna SIF work, their key role in risk management and portfolio allocation, and whether they suit long-term investors.

Is this a smarter way to own financial services stocks?

Wed, 04 Feb 2026 18:16:37 +0530

Sandeep Jain of Motilal Oswal AMC, explains how a focused BFSI fund works, how to use it across cycles and what investors should expect from this mutual fund.