Learning Center | Basics of investing and personal finance
Investing Basics
Do you know the Sharpe Ratio of your fund?
The Sharpe Ratio assesses the returns generated by a portfolio against per unit of risk undertaken
The need to 'disinvest'
The goal of investing is to grow your money and this goal is fulfilled when you have recovered the money from your investments and deposited it in your bank
Warren Buffett's latest annual letter
Charlie and I sleep well. Both of us believe it is insane to risk what you have and need in order to obtain what you don't need
Why internal rate of return should be seen to assess performance
IRR is most useful when investments are made at regular intervals such as SIP
Are autosweep accounts useful?
Autosweep savings accounts may be a convenient way to invest. But do you know that you could lose on interest?
What is tax deducted at source (TDS)?
TDS is the process of charging and collecting tax at the source of income. Here's all you need to know
The 5 financial secrets you should never reveal
While sharing has its benefits, here are five things you should never share with anyone
Using ValueResearchOnline
Analyse your portfolio like a pro
Portfolio Manager is a one-stop tool to analyse every detail of your portfolio like a seasoned investor
Simplifying fund selection
The Fund Selector tool helps choose the right fund from the multitude of options available
Which fund owns what?
Use our Who Owns What tool to decide which stock to invest in based on which fund has invested in it
Easy way to track transactions
The Transaction tab of Portfolio Manager helps you track each buy, sell, dividend, bonus or split as well as history of investments and transactions
Fine tune your choice
Use the Fund Compare tool to choose the best fund from a set of funds that meets your investment needs
How to check your SIP returns?
Use our SIP Return Calculator to find out how your SIP investments have fared
How to get ownership data
Trends in institutional shareholding can reveal much about a stock. Here's how you can get this information on VRO