Shows
Value ResearchMoney Masters: Samir Arora of Helios Capital on Building Long‑Term AlphaIn this episode of Money Masters, Dhirendra Kumar sits down with Samir Arora, Founder and Fund Manager at Helios Capital, to unpack the firm's six‑category investment framework that delivers high‑confidence, long‑term alpha in Indian equities. Aurora shares how Helios Capital uses disciplined two‑to‑three‑year holding periods, rigorous governance filters, and a balanced growth‑value approach to navigate market cycles, manage risk, and consistently outperform.
Tune in for actionable insights on portfolio construction, sector allocation, and adopting a 'reasonable confidence in high returns' mindset to elevate your equity investing strategy.
#ValueResearch #DhirendraKumar #MoneyMasters #SamirArora #HeliosCapital #EquityInvesting #Alph...2025-04-2346 minValue ResearchMoney Masters: Samir Arora of Helios Capital on Building Long‑Term AlphaIn this episode of Money Masters, Dhirendra Kumar sits down with Samir Arora, Founder and Fund Manager at Helios Capital, to unpack the firm's six‑category investment framework that delivers high‑confidence, long‑term alpha in Indian equities. Aurora shares how Helios Capital uses disciplined two‑to‑three‑year holding periods, rigorous governance filters, and a balanced growth‑value approach to navigate market cycles, manage risk, and consistently outperform.
Tune in for actionable insights on portfolio construction, sector allocation, and adopting a 'reasonable confidence in high returns' mindset to elevate your equity investing strategy.
#ValueResearch #DhirendraKumar #MoneyMasters #SamirArora #HeliosCapital #EquityInvesting #Alph...2025-04-2346 min
Value ResearchUnion Budget 2025: Key Takeaways & Insights with Dhirendra KumarUnion Budget 2025 decoded! Find out what it means for YOUR money with Dhirendra Kumar – Watch now!
2025-02-0109 minValue ResearchUnion Budget 2025: Key Takeaways & Insights with Dhirendra KumarUnion Budget 2025 decoded! Find out what it means for YOUR money with Dhirendra Kumar – Watch now!
2025-02-0109 min
Value ResearchSBI Quant Fund NFO: The Future of Data-Driven Investing?Dive into the SBI Quant Fund NFO in this exclusive podcast featuring Ruchit Mehta, Head of Research at SBI Mutual Fund, and Dhirendra Kumar, CEO of Value Research. Discover how this innovative fund leverages quantitative models and a multi-factor strategy (growth, value, quality, and momentum) to adapt to market trends. Learn about its stock selection framework, risk mitigation techniques, and who this fund is best suited for.
Tune in now for actionable insights into the future of equity investing!
Hashtags:
#SBIQuantFund #NFO #DataDrivenInvesting #MutualFunds #EquityInvesting #QuantFunds #InvestmentStrategy #MarketInsights #SmartInvesting
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SBI Quant Fund, SBI NFO, Quantitative Investing, M...2024-12-0519 minValue ResearchSBI Quant Fund NFO: The Future of Data-Driven Investing?Dive into the SBI Quant Fund NFO in this exclusive podcast featuring Ruchit Mehta, Head of Research at SBI Mutual Fund, and Dhirendra Kumar, CEO of Value Research. Discover how this innovative fund leverages quantitative models and a multi-factor strategy (growth, value, quality, and momentum) to adapt to market trends. Learn about its stock selection framework, risk mitigation techniques, and who this fund is best suited for.
Tune in now for actionable insights into the future of equity investing!
Hashtags:
#SBIQuantFund #NFO #DataDrivenInvesting #MutualFunds #EquityInvesting #QuantFunds #InvestmentStrategy #MarketInsights #SmartInvesting
Tags:
SBI Quant Fund, SBI NFO, Quantitative Investing, M...2024-12-0519 min
Top of the MorningWhy did foreign investors sell so much in October and November? Welcome to Top of the Morning by Mint, your weekday newscast that brings you five major stories from the world of business. It's Wednesday, December 4, 2024. This is Nelson John, let's get started.There’s been a significant selloff by foreign portfolio investors over the past two months. But what drove this selloff? According to fund managers and securities lawyers Ram Sahgal spoke to, it wasn't just due to shaky corporate earnings or rising US bond yields. It was triggered by a new rule that Sebi introduced in August 2023 and tightened by March 2024. The rule man...2024-12-0405 min
Value ResearchUnion Active Momentum Fund NFO: What It Offers and Should You Invest?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 o...2024-12-0219 minValue ResearchUnion Active Momentum Fund NFO: What It Offers and Should You Invest?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 o...2024-12-0219 min
Top of the MorningIt's easy to get a US visa — just spend ₹9 croreWelcome to Top of the Morning by Mint, your weekday newscast that brings you five major stories from the world of business. It's Wednesday, August 28, 2024. My name is Nelson John. Let's get started.The Indian equities markets edged just slightly upwards on Tuesday. Sensex increased by 0.03 percent, while Nifty was up by 0.02 percent.Getting a US visa seems to be getting more difficult by the day. But if you have some money in your bank account, the process might be easier. Neil Borate writes that the US investor visa programme, known as the EB-5, allows...2024-08-2805 min
Top of the MorningA special Budget episodeWelcome to Top of the Morning by Mint, your weekday newscast that brings you five major stories from the world of business. It's Wednesday, July 24, 2024. My name is Nelson John. Let's get started:The Indian market's benchmark indices reacted poorly to the Union Budget yesterday. Sensex fell during the day, but recovered by the time markets closed. It was down by 0.1 percent. Nifty dropped by 0.12 percent.First things first — if you're looking for a quick primer to catch up on yesterday's announcements, we have you covered. Vivek Kaul lists out the Budget in 8 succinct points. To...2024-07-2404 min
Value ResearchDecode the Union Budget 2024-25 with Dhirendra KumarWant to know how the Union Budget 2024-25 will affect you? Listen to our podcast with Dhirendra Kumar as he breaks down the budget's hits and misses and what it means for your finances.
2024-07-2308 minValue ResearchDecode the Union Budget 2024-25 with Dhirendra KumarWant to know how the Union Budget 2024-25 will affect you? Listen to our podcast with Dhirendra Kumar as he breaks down the budget's hits and misses and what it means for your finances.
2024-07-2308 min
Top of the MorningWhere are the jobs for MBA grads?Welcome to Top of the Morning by Mint, your weekday newscast that brings you five major stories from the world of business. It's Friday, May 31, 2024. My name is Nelson John. Let's get started:It's been a rough week for stockholders: the Indian equity markets fell slightly again on Thursday. Nifty was down by 0.95 percent, while Sensex dropped 0.83 percent. The Reserve Bank of India released its annual report yesterday. It said that despite challenges, India is set to grow faster and stronger over the next decade. RBI noted the resilience of the Indian economy in the f...2024-05-3106 min
Top of the MorningGovt to crack down on fake reviewsWelcome to Top of the Morning by Mint, your weekday newscast that brings you five major stories from the world of business. It's Thursday, May 16, 2024. My name is Nelson John. Let's get started:After a couple of days of gains, the Indian stock markets fell on Wednesday. The Sensex shed 117 points, while the Nifty dropped by 0.16 percent during yesterday's trading session. Fake reviews have plagued e-commerce. But the central government might soon have a solution. The ministry of consumer affairs wants to establish a quality check order to crack down on fake reviews on e-commerce p...2024-05-1605 min
Top of the MorningMost Indians don't have a favourite IPL teamWelcome to Top of the Morning by Mint, your weekday newscast that brings you five major stories from the world of business. It's Thursday, May 9, 2024, and I'm Nelson John. Let's dive in:Indian benchmark market indices remained largely muted for the second straight day on Wednesday. BSE’s Sensex ended in the red, falling 0.06 percent, settling below its previous close. NSE’s Nifty 50, on the other hand, closed largely flat, dropping 45 points.The biggest spectacle of Indian cricket is in full swing. The Indian Premier League started early last month and is nearing its final leg a...2024-05-0907 min
Top of the MorningInvestors seek protection ahead of election results Welcome to Top of the Morning by Mint, your weekday newscast that brings you five major stories from the world of business. It's Wednesday, May 8, 2024, and I'm Nelson John. Let's dive in:India’s equity markets fell on Wednesday, with both the Sensex and Nifty declining by about half a percent. However, consumer stocks such as Marico, HUL, and Godrej performed well, defying the broader market downturn.IT stocks, meanwhile, have been on a downward spiral for a while now. However, a reversal in fortunes might be imminent, thanks to 'clouds'—and no, I...2024-05-0806 min
Top of the MorningHow climate change is biting India’s FMCG companiesWelcome to Top of the Morning by Mint, your weekday newscast that brings you five major stories from the world of business. It's Tuesday, April 2, 2024. My name is Nelson John. Let's get started:Indian markets started the new financial year with a fresh vigour as benchmark indices closed in the green on Monday. BSE’s Sensex rose more than 350 points to close 0.49 per cent up from its previous close. NSE’s Nifty-50 also climbed more than 130 points to close 0.61 per cent above its last close. Tata Steel, Ultratech Cement and NTPC were among the top gainers on Mond...2024-04-0208 min
Top of the MorningAn unlikely star in the insurance industryWelcome to Top of the Morning by Mint, your weekday newscast that brings you five major stories from the world of business. This is Nelson John, wishing all our listeners a safe, colourful and happy Holi. It's Monday, March 25, 2024. Let's get started:What really makes us happy, and how do we measure it? While happiness can feel like a deeply personal experience, varying greatly from one person to the next, there's an attempt to quantify it on a global scale every year. And in this pursuit of measuring happiness, it turns out India hasn't scored too well...2024-03-2507 min
Value ResearchMoney Masters: In conversation with Samir Arora of Helios CapitalValue Research CEO Dhirendra Kumar speaks with the legendary fund manager and founder of Helios Capital, Samir Arora.
2024-03-1052 minValue ResearchMoney Masters: In conversation with Samir Arora of Helios CapitalValue Research CEO Dhirendra Kumar speaks with the legendary fund manager and founder of Helios Capital, Samir Arora.
2024-03-1052 minValue ResearchExclusive Interview: Kenneth Andrade | Old Bridge Capital ManagementDhirendra Kumar talks with Kenneth Andrade, Founder & CIO, Old Bridge Capital Management
2024-03-061h 00Value ResearchExclusive Interview: Kenneth Andrade | Old Bridge Capital ManagementDhirendra Kumar talks with Kenneth Andrade, Founder & CIO, Old Bridge Capital Management
2024-03-061h 00Value ResearchUnlocking Financial Freedom: Exploring F.I.R.E.Thinking about an early retirement? Watch Dhirendra Kumar list the factors to be considered and the pros and cons involved.
2024-01-2608 minValue ResearchUnlocking Financial Freedom: Exploring F.I.R.E.Thinking about an early retirement? Watch Dhirendra Kumar list the factors to be considered and the pros and cons involved.
2024-01-2608 minValue ResearchShould mutual funds investing in IPOs worry you?Do you think mutual funds risk your money by investing in new-age IPOs? Watch Dhirendra Kumar answer it in this episode of Investors' Hangout.
2023-11-1708 min
The Times Of India PodcastHow to grow your wealth in uncertain timesDhirendra Kumar, the CEO of Value Research, explains how to invest in the current economic climate and how to protect your savings2022-10-2619 minValue ResearchWhich NFO should you invest in?Does it make sense to invest in NFOs? Let's hear what Dhirendra Kumar, CEO, Value Research, has to say.
2022-09-1400 minValue ResearchWhen to sell your mutual fund?Are you tempted to sell your fund during a market correction? But will that be a wise decision? Let's hear what Dhirendra Kumar, CEO, Value Research, has to say.
2022-09-1200 minValue ResearchIs this the right time to invest in mutual funds?Made up your mind about mutual fund investing but wondering when should you start? Listen in to what Dhirendra Kumar, CEO, Value Research, has to say about it.
2022-09-0600 minValue ResearchWhen to sell your mutual fundWondering if you should continue with your mutual fund or sell it? Listen in to Dhirendra Kumar, CEO, Value Research, as he tells you when to sell your fund.
2022-08-1800 min
Why Not Mint MoneyHow Value Research’s Dhirendra Kumar invests his moneyMint’s Neil Borate and Abhinav Kaul talked to Dhirendra Kumar, founder and chief executive officer of Value Research about his investment details and how he came to found Value Research, for the special ‘Guru Portfolio’ series.
Learn more about your ad choices. Visit megaphone.fm/adchoices2022-08-0336 minValue ResearchFocused vs Diversified fundsHow are diversified equity funds different from focused funds, and which one is better suited for your needs? Listen in as Value Research CEO Dhirendra Kumar explains this.
2022-07-2800 minValue ResearchHow to build a sufficient retirement corpusWondering how much you need for a comfortable retirement? Watch this video for some guidance from Value Research CEO Dhirendra Kumar on how to accumulate enough.
2022-07-2600 minValue ResearchHow to lock your profitsWant to safeguard the profits you've made on your equity investments? Watch this video and learn how to do it from Value Research CEO Dhirendra Kumar.
2022-07-2500 minValue ResearchCan you avoid Capital Gains Tax?Listen in to Value Research CEO Dhirendra Kumar explain if it's possible for you to avoid Capital Gains Tax.
2022-07-2100 minValue ResearchInvestment plan for those retiring nowRetiring soon? Do you have an investment plan ready? Watch Value Research CEO Dhirendra Kumar share a plan for you.
2022-07-2000 minValue ResearchShould you invest in gold?Is gold a good investment? Should you invest in it? Listen in to what Value Research CEO Dhirendra Kumar has to say about gold as an investment instrument.
2022-07-1900 min
The Times Of India PodcastHow to protect (and grow) your savingsDhirendra Kumar, the CEO of Value Research, explains how to invest in the current economic climate and how to protect your savings2022-06-1719 min
The Times of India podcastHow to protect (and grow) your savingsDhirendra Kumar, the CEO of Value Research, explains how to invest in the current economic climate and how to protect your savings2022-06-1719 minValue ResearchShould one invest more in a mutual fund when the market falls?One must follow a methodical approach for investing the substantial part of the portfolio, tells Dhirendra Kumar
2022-04-1501 minValue ResearchShould I exit from small-cap funds on a loss?Dhirendra Kumar explains how to handle the losses in small caps
2022-04-1301 minValue ResearchFor generating regular income, should I opt for dividends or SWP?SWPs vs dividends: Dhirendra Kumar explains which is the more efficient way of deriving regular income
2022-04-1101 minValue ResearchWhat factors should one consider while preparing a financial plan?Dhirendra Kumar discusses things to consider while creating a financial plan
2022-04-0801 minValue ResearchHow does a huge AUM affect the performance of a small-cap fund?Dhirendra Kumar explains the impact of a large AUM on small-cap funds
2022-04-0704 minValue ResearchHow to identify stocks worth buying during a market fall?Dhirendra Kumar explains what all an investor should do before buying stocks
2022-04-0602 minValue ResearchWhat should an investor do as the market turns volatile?Dhirendra Kumar explains how to stay calm when the market turns volatile
2022-04-0503 minValue ResearchIs it better to invest in mid caps than small caps?Dhirendra Kumar explains which type of fund is better to invest in
2022-04-0401 minValue ResearchHow much annualised return can one expect from ELSS over 10-20 years?Dhirendra Kumar explains the expected annualised return from ELSS
2022-03-2901 minValue ResearchAre equity saving funds better than arbitrage funds for an SWP?Dhirendra Kumar explains which fund is better for a systematic withdrawal plan
2022-03-2800 minValue ResearchHow safe are liquid funds as an investment option?Dhirendra Kumar talks about the safety of liquid funds
2022-03-2500 minValue ResearchWhich is better among a flexi-cap and a multi-cap fund?Dhirendra Kumar explains the difference between the flexi-cap and multi-cap funds
2022-03-2401 minValue ResearchHow good is PPF as an investment to save tax?Dhirendra Kumar explains if one should in the PPF or not.
2022-03-2301 minValue ResearchWhere and how should one invest in their 20s?Dhirendra Kumar suggests ways to invest at a young age
2022-03-2201 minValue ResearchGiven the market volatility, how should I invest ₹50 lakh?Dhirendra Kumar explains how to invest a lump sum amount in a volatile market
2022-03-2101 minValue ResearchHow to invest over Rs 50,000 every month in mutual funds?Two flexi-cap funds are good enough, suggests Dhirendra Kumar
2022-03-1100 minValue ResearchWhere and how should I invest Rs 12 lakh for three years?Dhirendra Kumar explains the right approach to invest for a near-term goal
2022-03-0901 minValue ResearchWhere should my father invest Rs 50 lakh to generate wealth?Dhirendra Kumar suggests an investing framework
2022-03-0700 minValue ResearchHow good are the child education plans of mutual fund companies?Dhirendra Kumar suggests how to use mutual funds for your child’s education corpus
2022-03-0401 minValue ResearchWill Sovereign Gold Bonds help me beat inflation?Dhirendra Kumar explains if investing in gold is a good idea
2022-03-0302 minValue ResearchWhat is the best time to invest in debt mutual funds?Dhirendra Kumar explains if it’s wise to time your investment in debt funds
2022-03-0202 minValue ResearchHow diversified is the equity portion of a hybrid fund?Dhirendra Kumar sheds light on how hybrid funds are managed
2022-03-0101 minValue ResearchHow can a retiree get a 10% post-tax return on his investments?Dhirendra Kumar describes how a retiree can generate regular income
2022-02-2802 minValue ResearchHow is Silver ETF different from Sensex?Dhirendra Kumar explains how the two vary
2022-02-2501 minValue ResearchWhere should an experienced investor invest Rs 35 lakh?Dhirendra Kumar explains how widely-spread should be your portfolio
2022-02-2301 minValue ResearchShould a retiree invest in equity-oriented hybrid funds?Dhirendra Kumar talks about the factors that should govern a retiree’s equity allocation
2022-02-2101 minValue ResearchWhy are liquid funds not doing well these days?Dhirendra Kumar discusses the case for liquid funds in the current environment
2022-02-1800 minValue ResearchShould I move 10 per cent of money from equity to REITs?Dhirendra Kumar explains if it’s a good time invest in REITs
2022-02-1701 minValue ResearchWhere should I invest for the long term in addition to PPF?Dhirendra Kumar sheds light on investing for your child’s future and your retirement
2022-02-1601 minValue ResearchHow to make up for the lost time if you got a late start investing?Dhirendra Kumar explains the only way to make up for the delayed start
2022-02-1501 minValue ResearchAre hybrid funds better than debt funds for setting up an SWP?Dhirendra Kumar lists the suitable options for setting up an SWP
2022-02-1403 minValue ResearchShould one change the SIP amount based on the market fluctuation?Dhirendra Kumar explains if changing the SIP amount is a wise way to invest
2022-02-1102 minValue ResearchWhere should I invest Rs 12 lakh for over five years?Dhirendra Kumar gives a framework to go about equity investing
2022-02-1001 minValue ResearchWhat is the best way to look at undervalued stocks?Dhirendra Kumar decodes the art and science of identifying undervalued stocks
2022-02-0901 minValue ResearchShould I invest in land or a house?Dhirendra Kumar talks about the pros and cons of investing in real estate
2022-02-0801 minValue ResearchShould one invest in gold as inflation is rising?Dhirendra Kumar explains if it’s wise to replace your debt fund investments with gold
2022-02-0702 minValue ResearchWhere should a retiree invest the proceeds of a bank FD?Dhirendra Kumar talks about the best investment option for conservative retirees seeking regular income
2022-02-0402 minValue ResearchWhere should I invest for my daughter’s marriage in two years?Dhirendra Kumar explains where to invest for the short term
2022-02-0302 minValue ResearchShould I use my gratuity money to pay my home loan?Dhirendra Kumar explains when is it a good idea to prepay the home loan
2022-02-0202 minValue ResearchWhat are the medium-term prospects of infrastructure funds?Dhirendra Kumar explains why they may not be the right choice for investing
2022-02-0101 minValue ResearchIs it a good idea to invest in Silver ETFs?Dhirendra Kumar describes who should invest in Silver ETFs
2022-01-3101 minValue ResearchHow to search for a suitable mutual fund scheme for investing?Dhirendra Kumar discusses the fund-selection framework
2022-01-2801 minValue ResearchWhat’s your view on India’s economic growth?Dhirendra Kumar shares his outlook on India’s likely growth trajectory
2022-01-2602 minValue ResearchIs it a good time to invest a lump sum for the long term?Dhirendra Kumar explains if it’s advisable to invest a lump sum in equity
2022-01-2400 minValue ResearchHow good is real estate as an investment?Dhirendra Kumar cautions using real estate as an investment avenue
2022-01-2102 minValue ResearchWhat should be my investment plan given the Omicron threat?Dhirendra Kumar advises working on an asset allocation plan
2022-01-1901 minValue ResearchShould I move from equity to a liquid fund to book profit?Dhirendra Kumar explains when should you switch or book profits from equities
2022-01-1802 minValue ResearchInstead of an SIP, should I invest a lump sum in the rising market?Dhirendra Kumar explains the pros and cons of an SIP vis-à-vis lumpsum
2022-01-1701 minValue ResearchShould one invest in NFOs of multi-cap funds?Dhirendra Kumar shares his views on multi-cap funds
2022-01-1304 minValue ResearchShould I buy an SGB from the stock exchange?Dhirendra Kumar explains if buying Sovereign Gold Bonds is a wise decision
2022-01-1104 minValue ResearchWhat are the parameters to choose the best index fund?Dhirendra Kumar talks about things to consider while choosing an index fund
2022-01-1000 minValue ResearchShould I have separate portfolios and SIPs for each goal?Dhirendra Kumar sheds light on the easy way to track your investments and align them with your goals
2022-01-0702 minValue ResearchShould I invest in technology-specific funds for five to seven years?Dhirendra Kumar explains the risks involved when investing in sector-based funds
2022-01-0603 minValue ResearchWhere should I invest to accumulate Rs 10 lakh in three years?Dhirendra Kumar sheds light on the approach to invest for the short term
2022-01-0501 minValue ResearchIs it a good time to rebalance the portfolio?Dhirendra Kumar explains if and when should you rebalance your portfolio
2022-01-0402 minValue ResearchWhich mutual fund do I redeem considering tax and exit load?Dhirendra Kumar helps choose the better redemption option for mutual funds
2022-01-0302 minValue ResearchWhat is the difference between an NFO and a mutual fund?Dhirendra Kumar explains
2021-12-3102 minValue ResearchWhen should I change mutual fund schemes?Dhirendra Kumar advises about situations in which one should consider shuffling between mutual fund schemes
2021-12-2901 minValue ResearchWhere should my mother invest her retirement money?Dhirendra Kumar explains how to decide on an investment strategy for retirement corpus
2021-12-2801 min
Money KonnectEpisode 17 - Know your mutual funds with Dhirendra KumarIn the last two and half decades the mutual fund industry has evolved considerably to offer investors a host of products that can optimally meet their investment requirements. However, investors can benefit from the industry’s offerings only if they have sufficient information on the products and are able to understand the unique characteristics of each product. In this Edelweiss Money Konnect podcast episode, Radhika Gupta, MD & CEO of Edelweiss AMC has an in-depth conversation with Dhirendra Kumar, CEO of Value Research on different mutual funds products and how investors can cut through the jargon to make better investment de...2021-04-2245 min