Many investors are chasing momentum — but value's turn might be next | Sonam Udasi, Tata MF скачать в хорошем качестве

Many investors are chasing momentum — but value's turn might be next | Sonam Udasi, Tata MF

With markets running hot and investors chasing momentum, is value investing still relevant today? In this candid conversation, Sonam Udasi, Senior Fund Manager at Tata Mutual Fund, explains why value never truly goes out of style — and how patience, discipline, and timing can turn overlooked ideas into long-term winners. He also shares the sectors he believes will define the next cycle of growth and where investors should be looking now. ‪@TataMutualFundIndia‬ Timestamps: 00:00 Introduction 01:03 Markets Rebounded: have valuations outrun earnings? 05:48 Mid- and small-caps rebound — fundamentals or frenzy? 07:33 Why does growth keep outpacing value? 12:22 Tata Value Fund: performance or perception? 16:12 Has valuation discipline held back Tata Value Fund? 17:59 Did the contrarian lens hold back from the rally? 20:25 Are financials and power still dragging performance? 21:38 Sonam Udasi on skipping overvalued IPOs 22:46 Is valuation the only factor at play? 23:20 What does value mean in today’s high-P/E market? 25:27 Can value investing make a strong comeback in 2026? 27:35 How do index-based value funds compare with active ones? 28:37 Which sectors or themes excite you most today for bottom-up value discovery? 31:20 Closing ✨ 𝗝𝗼𝗶𝗻 𝗩𝗮𝗹𝘂𝗲 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 ✨    / @valueresearchvideo   👉Subscribe to our हिंदी YouTube channel, Value Research Hindi -   / @valueresearchhindi   👉Subscribe to our newsletter 📃: https://bit.ly/3GW0HGe 📩 👉Subscribe to our YouTube channel:    / @valueresearchvideo   🔔 👉Subscribe to our monthly magazines 🔖: https://bit.ly/3DWgAdS Do you have an investment-related question? ➡️Post it on our 'Ask Value Research' page -- https://vro.in/askvr. If you are a beginner wondering how to invest in stocks or an experienced investor looking for a new source of investment ideas, visit Value Research Stock Advisor at https://www.valueresearchstocks.com/. It has everything you need to know about stocks. 🌐 𝗙𝗼𝗹𝗹𝗼𝘄 𝗨𝘀 𝗢𝗻 𝗢𝘁𝗵𝗲𝗿 𝘀𝗼𝗰𝗶𝗮𝗹 𝗠𝗲𝗱𝗶𝗮 📢: ➤ Website: https://www.valueresearchonline.com ➤ X: https://x.com/ValueResearch ➤ Facebook:   / valueresearch   ➤ Instagram:   / valueresearch   ➤ Spotify: https://open.spotify.com/show/5da8Mxc... #SonamUdasi #tatamutualfund #valueinvesting #marketinsights #investingwisdom #equitymarkets #longterminvesting #valueinvesting #indianstockmarket #investingindia #stockmarketindia #stockmarket #mutualfunds Thanks for Watching - Many investors are chasing momentum — but value’s turn might be next | Sonam Udasi, Tata MF