Value Research Online

Sheela Foam: The mess is over. Market is yet to notice

Tue, 26 May 2026 19:28:42 +0530

After three years absorbing the Kurlon acquisition, Sheela Foam is back to double-digit margins and falling debt. The stock still reflects the mess, not the recovery.

Investing Rs 40,000 a month for the long haul? Here's how

Mon, 18 May 2026 16:44:54 +0530

High risk appetite and a long horizon? Allocate 80-85 per cent to equities across large-, mid- and small-cap funds. Here's how to split Rs 40,000 a month through SIPs.

The most cash-heavy funds are finally buying again

Fri, 29 May 2026 13:00:00 +0530

Six of the 10 most cash-heavy equity funds have cut their holdings as the Nifty 500 P/E dropped from 28x to 23.8x. Here is what this deployment signal means for investors.

Why investors can't ignore Inox's export story anymore

Wed, 03 Jun 2026 10:38:20 +0530

Inox India's exports grew fourfold to Rs 971 crore in FY26. Now, a US space order and LNG expansion test whether its premium valuation holds. Here is what the numbers show.

HFCL just had its best year. Yet, cash flows remain zero

Tue, 19 May 2026 10:00:00 +0530

HFCL's export revenue quadrupled and margins rose in FY26. But operating cash flow turned negative Rs 422 crore. Here's what the balance sheet reveals about the risk.

Short-term investor? Here's why you should skip SIFs

Mon, 01 Jun 2026 09:00:00 +0530

SIFs allow hedge-fund strategies from Rs 10 lakh, but redemptions can take 15 days and lock-ins apply. For short horizons, the liquidity risk outweighs the appeal.

What a stable margin doesn't tell you

Fri, 15 May 2026 10:00:00 +0530

Three companies held EBITDA margins steady for five years, but for different reasons. One is structural, one is earned, one is thin by design. Here’s how to read the difference.

EPFO 3.0: The ATM revolution that isn't

Mon, 25 May 2026 17:23:49 +0530

EPFO now allows instant PF withdrawal via UPI at ATMs, with no employer approval needed and a Rs 5 lakh auto-settlement limit. But KYC conditions and balance restrictions still apply.

How to revive your dormant NPS account

Thu, 14 May 2026 14:54:42 +0530

NPS accounts freeze when annual contributions fall below Rs 1,000. The bigger problem is the OTP. Here is the two-step fix when your registered phone or email no longer works.

I opened an NPS for the tax break. How do I get out?

Thu, 14 May 2026 13:24:15 +0530

Below Rs 5 lakh, you can now exit NPS with 100 per cent of your corpus. Above it, the annuity trap kicks in. Here is what PFRDA's 2025 amendment means for your account.

7 money mistakes people make in their 20s

Wed, 27 May 2026 11:47:36 +0530

Lifestyle creep, deferred SIPs and credit card debt are not failures of knowledge. Here is why young earners keep making the same money mistakes and how to stop them.

A five-star rating already? This fund says yes

Sun, 31 May 2026 10:00:00 +0530

Three years old and already in the top 10 per cent of its category. HSBC Multi Cap Fund beats peers on rolling returns, SIP performance and diversification. Is it worth buying?

Anant Raj: Big plans, bright future. Execution? Lacking

Tue, 02 Jun 2026 17:05:10 +0530

Anant Raj's data centre roadmap has shrunk from 307 MW by FY28 to 117 MW, with a PAT gap of Rs 888 crore. Delayed timelines and unclear communication raise execution doubts.

Mirae Asset steps into SIF with a hybrid long-short fund

Thu, 14 May 2026 13:27:10 +0530

The fund blends collar equity, arbitrage and high-quality debt under the SIF framework. NFO opens May 20 to June 3. Minimum investment is Rs 10 lakh. Here is how it works.

Switch to direct? The tax hurts less than you think

Fri, 15 May 2026 15:04:34 +0530

A Rs 1.2 lakh tax hit on switching is recovered in five years. By year 20, direct plans pull ahead by Rs 60 lakh on the same Rs 10,000 SIP. Here is the full analysis.

Your idle ₹1 lakh deserves better than a savings account

Wed, 03 Jun 2026 19:37:33 +0530

Savings accounts barely beat inflation. A three-layer approach using liquid funds and short-duration debt funds can earn 6-7 per cent with similar liquidity and lower tax.

'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.

How Motilal Oswal defines contra investing

Wed, 13 May 2026 21:07:06 +0530

Fund manager Bhalchandra Shinde explains contra approach, quality filters, risk control, portfolio strategy and investor fit today. Find who this fund suits.

PPF, Sukanya Samriddhi, NPS Vatsalya, mutual fund: Who wins?

Wed, 13 May 2026 12:41:57 +0530

A Rs 3,000 monthly SIP over 15 years gives Rs 14.43 lakh in a mutual fund versus Rs 10 lakh in NPS Vatsalya. But the right choice depends on which one you will not touch early.

Is your diversified fund secretly a Nifty 100 index fund?

Tue, 12 May 2026 10:00:00 +0530

Five diversified equity funds overlap 50-61 per cent with the Nifty 100, yet charge active fees. Four of the five posted negative alpha over three years. We find out why.