Learning Center | Basics of investing and personal finance
Investing Basics
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
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
Volatility Measure
Beta is the measure of a fund's volatility relative to the market or benchmark. A higher beta implies higher volatility
Five Commandments of Diversification
Diversification maybe a defensive strategy but don't ignore it. It is still better than being defenceless
Savings for Retirement
Saving for retirement has a very long-term investment horizon and equity-based assets are an excellent choice
How Debt Funds Work
Debt funds invest in fixed-income instruments like bonds, but that doesn't mean they are immune to ups and downs
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
Search Easily & Invest Accurately
The new Search tool will get you what you are looking for, helping you make the right investment decisions
Fund Returns between Two Dates
Use the Value Research Point-to-Point Returns tool to find how a fund has fared between any two dates of your choice
Use Fund Compare to Choose Funds Objectively
Use the Fund Compare tool on this website to decide which fund to exit from your similar set of funds
Everything about ELSS Funds
Use the new ELSS section on this website to understand how ELSS funds work and show you can save income tax
How Much Each Investment Earns
One earns from multiple sources and keeping a track of all transactions is not an easy task. Portfolio Manager is where you should head
Use the Stock Selector to Compare Stocks Intelligently
The Value Research Stock Selector enables investors to objectively compare a selection of stocks in great detail