Value Research Online

SEBI may stop disclosing what fund houses pay their bosses

Thu, 11 Jun 2026 11:58:13 +0530

For a decade, fund houses named what each top executive earned. SEBI now wants to merge those into one total, hiding whether a CEO takes Rs 5 crore or Rs 25 crore.

6 equity funds move up our ratings this month

Tue, 09 Jun 2026 14:59:33 +0530

Six equity funds climbed our ratings this month, including a flexi-cap that debuted at five stars. See which tax-savers and mid- and small-cap funds made the cut.

Equity fund flows cool 40% in May; debt funds bleed

Wed, 10 Jun 2026 12:54:43 +0530

Equity inflows hit a one-year low of Rs 22,908 crore in May 2026 as debt funds saw Rs 96,949 crore in outflows. See how every fund category fared, per AMFI.

Buffett would call this market an opportunity, not a crisis

Mon, 08 Jun 2026 11:34:34 +0530

As markets swing between fear and optimism, Buffett's view on risk still holds: volatility isn't the danger, panic is. But not every falling stock is a bargain.

Jash Engineering: Strong order book, yet profit & sales fall

Fri, 12 Jun 2026 17:45:18 +0530

Jash Engineering's FY26 revenue stayed flat at Rs 736 crore while PAT fell 13 per cent to Rs 76 crore, hit by US tariffs and a weak Rodney Hunt unit. Demand held firm.

International funds: One lumpsum door left

Fri, 12 Jun 2026 14:19:16 +0530

Overseas limits are shutting international funds to lumpsum buyers. Only one still accepts lumpsum, 12 take SIPs. See which, and why open doesn't mean worth buying.

RBI holds repo rate at 5.25%; raises inflation forecast

Fri, 05 Jun 2026 14:24:14 +0530

RBI's MPC paused rates for the third time, raised FY27 inflation forecast to 5.1 per cent and trimmed GDP growth to 6.6 per cent, citing geopolitical risks and monsoon uncertainty.

The balance sheet grew. Did the business?

Tue, 16 Jun 2026 16:37:44 +0530

Six large companies more than tripled their net block in three years. But leases and acquisitions can inflate assets without adding profit. We unpack three.

Uniparts' bad days may be over. Can it last?

Fri, 12 Jun 2026 10:00:00 +0530

Uniparts stock halved after its 2022 IPO when farm and construction markets slumped together. FY26 revenue rose 21 per cent, but how much recovery is already priced in?

3 fast-growing companies. A quiet problem

Mon, 08 Jun 2026 10:00:00 +0530

Netweb, KPI Green and Zaggle grew sales and profits above 30 per cent, but ROCE fell sharply across all three. Here is what the capital efficiency gap means for investors.

The market sold the wrong thing

Mon, 08 Jun 2026 14:46:05 +0530

When tech sells off, product and services firms fall together. But AI compresses billable hours, not contractual licence revenue. One compounds, one shrinks.

Your REIT pays 6 per cent. You may be earning just 2

Tue, 09 Jun 2026 18:46:37 +0530

Your broker app shows a REIT yielding 6 per cent, but much of that payout is your own capital returning. One REIT's real income yield is just 1.8 per cent.

Tata Motors: A real upcycle, an unproven pivot

Mon, 15 Jun 2026 09:00:00 +0530

Tata Motors' CV business is in a real upcycle, but its non-cyclical revenue has sat near 12-13 per cent for three years. Here's what it means before you buy the stock.

'I won't say there's a 0% chance IT becomes a value trap'

Wed, 24 Jun 2026 17:07:38 +0530

Nifty IT has corrected sharply and AI threatens coding jobs. Bandhan Mutual Fund’s Manish Gunwani puts the odds at 60:40 that Indian IT services escapes becoming a value trap.

Why PPFAS's CIO isn't worried about FII selling

Wed, 17 Jun 2026 18:32:09 +0530

Foreign investors pulled over Rs 3 lakh crore from India in two years. PPFAS CIO Rajeev Thakkar says it's a valuation re-pricing, not a verdict on the country.

NPS now allows 100% equity -- but not your old money

Fri, 05 Jun 2026 14:21:38 +0530

NPS now allows 100 per cent equity under the new Multiple Scheme Framework, but only in a fresh account, with a 15-year lock-in and an unresolved tax question on the extra withdrawal.

The small-cap funds that outgrew their own returns

Fri, 05 Jun 2026 10:39:04 +0530

As small-cap funds grow in size, their alpha over the Nifty Smallcap 250 shrank or turned negative. Here is why size is hurting your small-cap fund’s returns.

'Valuations not attractive, but comfortably reasonable'

Thu, 04 Jun 2026 17:25:09 +0530

After a sharp correction, HSBC Mutual Fund’s Cheenu Gupta sees the market at reasonable valuations. She explains where the real buying opportunities are and why financials stand out.

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.

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.