The essential source for unbiased,accurate and insightful mutual fund information which smart investors respect and use to make informed investments.
Value Research FundCards are now completely FREE !!!
To download a specific fund's FundCard, you would need to go to that fund's Snapshot Page (For e.g. HDFC Equity) and click on FundCard PDF link on the Left Panel.
Manager
Profile tells you qualifications of the people you’re entrusting your money with.
Quarterly
Returns show you whether a fund has been consistent or erratic in its past.
Risk
Analysis helps you match funds to your risk tolerance and goals.
Analysis gives
you unbiased insight into how and why funds succeed or fail.
Risk-Adjusted
Fund Rating quickly shows you how well a fund has balanced its risk and return.
Results
since launch of every fund lets you easily evaluate a fund’s performance.
Quarterly
Returns relative to Category give you insights into a fund’s return pattern.
Sector
Weightings help you avoid over concentration in certain areas of the economy.
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Investment Categories help you easily find funds satisfying your investment objectives, put together a diversified portfolio, assess potential risk, and spot top funds within peer groups.
Trailing
Total Returns Over 7 Time Periods allow you to check performance against benchmarks to see if a fund ranks at the top or lags behind.
Top
25 Holdings help you decide if a fund fits your diversification plans, is too concentrated in certain areas, or is in companies you dislike.
Fund
Style enables you to quickly determine if a fund’s true investment strategy matches your own.
Market
Capitalisation gives you another way to determine if your portfolio is diversified by breaking down a fund’s holdings into these capitalisation categories: Mega, Large, Medium, Small and Mini.
Broad
Coverage Ensures you are on top of nearly 600 open and closed-end funds from top fund families.
Expenses,Fees, Addresses, Phone Numbers provide everything you need for obtaining more information on investing in a fund.
Manager
Profile tells you qualifications of the people you’re entrusting your money with.