Value Research Online

A ₹94.50 Listing Gain Settles Nothing: 5 Criteria to Hold or Sell

Mon, 02 Nov 2026 16:27:26 +0530

A flat IPO listing removes the pop from the decision. Here are 5 criteria on valuation, buyers, lock-in dates, tax and portfolio fit, plus a scorecard to decide hold, trim or sell.

How to Choose Equity Funds During Market Dips: 5 Criteria

Mon, 02 Nov 2026 16:23:04 +0530

Same category, same fall, 22 points apart. Here are 5 criteria to pick equity funds in a dip: worst one-year loss, horizon, holdings overlap, manager record and cost.

What Stocks Are Mutual Funds Buying? 4 Ways to Read Portfolio Data

Mon, 02 Nov 2026 16:15:48 +0530

A rising stock weight can mean zero buying. Here are 4 ways to read mutual fund portfolio data: share counts, net rupee buying, category fit, and overlap in your own holdings.

How to Track Monthly Portfolio Changes of Top AMCs in 4 Steps

Mon, 02 Nov 2026 16:10:27 +0530

A stock's weight can rise with zero buying. Here are 4 steps to download monthly portfolios, compare share counts by ISIN, sort entries and exits, and match them to your funds.

5 Factors to Decide on Increasing Your SIP in a Market Correction

Mon, 02 Nov 2026 16:03:59 +0530

A correction improves the price of extra units, not your ability to pay for them. Here are 5 checks: goal date, emergency fund, surplus, equity share and staying power.

Mirae Asset Mutual Fund has announced income distribution under the Mirae Asset Aggressive Hybrid Fund

Mon, 02 Nov 2026 11:31:13 +0530

Mirae Asset Mutual Fund has announced income distribution under its Mirae Asset Aggressive Hybrid Fund

Fund manager changes in the Invesco India Arbitrage Fund

Mon, 02 Nov 2026 11:31:03 +0530

Invesco Mutual Fund has announced change in the fund manager in its Invesco India Arbitrage Fund

PTC India vs IEX: Same power market, different businesses

Mon, 02 Nov 2026 10:49:57 +0530

PTC India earns a spread on the power it trades while IEX collects a toll on its marketplace. Here is why their margins, growth and risks differ so sharply.

The cost of growing

Sun, 01 Nov 2026

Fast growth helps shareholders only if it needs little new capital. Why Buffett’s See’s Candies beat exciting industries, and what to ask before buying growth.

Good stocks. Fair prices

Sun, 01 Nov 2026

Value Research sorted 2,385 Indian stocks into Buffett’s Great, Good and Gruesome and followed them for 10 years. See what held up, and 10 stocks to study.

The number we won't hide

Sun, 01 Nov 2026

Value Research Stock Advisor leads the BSE500 by about 1 per cent in nine years. Why hit rate, time period and a few big winners matter more than that number.

Banks, at last

Sun, 01 Nov 2026

DSP Value Fund manager Abhishek Singh took banks from almost nothing to about a third of the fund. He explains his cash call, IT doubts and foreign lim

Behind the AI hype

Sun, 01 Nov 2026

India’s power, grid, chip and data centre build-out could lift capital goods demand for years. Where the opportunity lies, and what could go wrong.

The price of an extra rupee

Sun, 01 Nov 2026

Britannia needed 34 paise of new capital per extra rupee of profit, United Breweries about Rs 27. Value Research ran Buffett’s test on 1,104 companies.

The new-age company bet

Sun, 01 Nov 2026

High operating leverage and low capital needs make new-age companies attractive, but leverage cuts both ways. A worked example shows how profit and ROCE swing.

A landlord's long wait

Sun, 01 Nov 2026

Nesco has full towers and almost no debt, but at about 19 times earnings the price may already include Tower 2. A 12 per cent return needs a 24 times exit.

Beyond the watch dial

Sun, 01 Nov 2026

KDDL’s Eigen division has grown 5.4 times in five years, yet its Ethos stake is worth nearly 75 per cent of market value. Here is what the P/E of 47 hides.

Riding on one engine

Sun, 01 Nov 2026

Hero Motors’ EV powertrain unit is growing fast, but its alloys business now loses money and return on capital has fallen. What the post-listing rally leaves out.

India's campus landlord

Sun, 01 Nov 2026

Elevate Campuses has a sound hostel and school-leasing model, but debt, related-party deals and pledged promoter shares raise questions at 83 times earnings.

The year after the win

Sun, 01 Nov 2026

Between 2018 and 2025, five different factor indices finished first. Switching into last year’s best would have trailed the Nifty 500. Here’s why rank is not a plan.