Learning Center | Basics of investing and personal finance
Investing Basics
Investing for Growth
Investing for growth inevitably means investing in equity or equity-based investments
Making Your Money Work
Just saving money isn't enough; you need to invest it wisely to ensure that inflation doesn't eat it away
Low NAV doesn't mean Cheaper Fund
The net asset value of a fund makes no difference to its returns. Consider a fund for its performance, not its NAV
Understanding Investment Choices
There are a variety of investment options available, but they can be understood clearly only by looking at few individual qualities
Gauging Performance using Sharpe Ratio
The real picture of a portfolio's performance can be gauged when the returns it generates are assessed with respect to the risk it assumes
Hidden Expenses
The Expense Ratio is a basket of charges comprising fund management fees, agent commissions, registrar fees and selling & promotion expenses
Check The Expiry Date
Average Portfolio Maturity helps an investor know how sensitive a debt fund is to changes in interest rates
Using ValueResearchOnline
Use the Portfolio Manager to Analyse your Portfolio Succinctly
Use the Analysis tab of the Value Research Portfolio Manager for a quick analysis of your stocks/funds
8 Questions to Ask before You buy a Stock
The new Stock Snapshot page on this website allows you to do adequate research on a company before you invest in it
The Easy Way to Check SIP Returns
Use the SIP Return Calculator on this website to know how well SIP investments in any fund have done
Learn What a Fund is Made of
Make informed investment decisions using the Value Research Fund Card by clicking on the 'Download Reports' link on every fund's snapshot page on our website
Find Your Fund's Exposure to a Stock
Use the Value Research Who Owns What tool to find out how much your fund has invested in a stock & avoid getting overexposed to it
Fund Returns between Specific Dates
Use the Point-to-Point Returns tool on this website to know key fund data over two specific dates
Everything about a Stock
Every stock has a dedicated stock page on this website that captures all that you need to know about it