Value Research Online

Your PF on UPI: What changes, and what to do first

Thu, 02 Jul 2026 20:27:02 +0530

EPFO 3.0 will allow PF withdrawal through UPI and ATMs, but one in five claims fails over mismatched records. The four checks to run on the member portal now.

Direct plans cost less. Switching to them might not be free

Thu, 02 Jul 2026 18:38:54 +0530

Switching to a direct plan triggers capital gains tax on existing gains. Exit loads no longer apply. Here is how to switch across four routes and what to do with your SIP.

Income distribution under some schemes of Axis Mutual Fund

Thu, 02 Jul 2026 15:41:11 +0530

Axis Mutual Fund has declared income distribution under its few schemes

Income distribution cum capital withdrawal under two schemes of Franklin Templeton Mutual Fund

Thu, 02 Jul 2026 15:41:08 +0530

Franklin Templeton Mutual Fund has declared income distribution under its few schemes

Invesco Mutual Fund announced income distribution under its Invesco India Balanced Advantage Fund

Thu, 02 Jul 2026 14:31:57 +0530

Invesco Mutual Fund has announced income distribution under its Invesco India Balanced Advantage Fund

Income distribution cum capital withdrawal in few schemes of ICICI Prudential Mutual Fund

Thu, 02 Jul 2026 14:31:54 +0530

ICICI Prudential Mutual Fund has declared income distribution under its few schemes

WhiteOak Capital Mutual Fund

Thu, 02 Jul 2026 13:22:03 +0530

YES Mutual Fund rebranded as WhiteOak Capital in 2022. Folios intact. Full guide: Goldman Sachs pedigree, Quality Equity Fund, Rs 100 SIP, Aashish Somaiyaa.

Bajaj Finserv Mutual Fund

Thu, 02 Jul 2026 13:15:39 +0530

Free guide to Bajaj Finserv Mutual Fund: InQuBe investment framework explained, Bajaj Finserv's distribution relationship, scheme ratings, 3-year track record context.

Baroda Mutual Fund and BNP Paribas Mutual Fund

Thu, 02 Jul 2026 13:05:59 +0530

Baroda Mutual Fund and BNP Paribas Mutual Fund merged to form Baroda BNP Paribas in 2022. Full guide: merger history, GARP philosophy, 4-star schemes, CEO change.

360 ONE Mutual Fund

Thu, 02 Jul 2026 12:31:39 +0530

Explore 360 ONE Mutual Fund's schemes, ratings, investment philosophy, fund managers, and key risks to determine whether this AMC aligns with your investment goals.

Shriram Mutual Fund

Thu, 02 Jul 2026 12:12:52 +0530

Free guide to Shriram Mutual Fund: Shriram Group connection, 30-year AMC history, quantamental Multi Sector Rotation Fund, scheme ratings context, & investment.

TRUST Mutual Fund

Thu, 02 Jul 2026 11:40:13 +0530

Independent guide to TRUST Mutual Fund: TRUST Group background, fixed-income specialist positioning, 5-star Banking & PSU Fund, Limited Active Methodology.

JM Financial Mutual Fund

Thu, 02 Jul 2026 11:16:59 +0530

Learn about JM Financial Mutual Fund, its top-performing schemes, fund managers, mutual fund ratings, investment strategy, SIP options, and how to invest wisely.

A ULIP Fund Quotes 11.97 per cent Growth. Insurers Admit the Name Means Nothing.

Wed, 01 Jul 2026 18:01:57 +0530

A ULIP's High Growth Fund may quote 11.97% growth, but insurers admit the name promises nothing. Learn why benchmark returns can differ from your actual returns.

How Much Should You Invest Every Month? SIP Guide

Wed, 01 Jul 2026 17:55:17 +0530

How much should you invest every month? Learn the ideal SIP amount based on your income, age, goals and step-up strategy to build long-term wealth.

Retirement, Children's Education and Home Construction Together: How to Allocate Your Investments

Wed, 01 Jul 2026 17:46:56 +0530

Building a house while saving for retirement and education? See why pausing your retirement SIP, even briefly, can cost you far more than you expect.

Fund manager changes various schemes of LIC Mutual Fund

Wed, 01 Jul 2026 15:59:11 +0530

LIC Mutual Fund has declared change in the fund managers of its few schemes

Fund manager changes in some schemes of SBI Mutual Fund

Wed, 01 Jul 2026 15:53:27 +0530

SBI Mutual Fund has declared change in the fund managers of its few schemes

RBI named 11 tricks banks play on us. Readers had lived them

Wed, 01 Jul 2026 13:30:44 +0530

Readers did not need convincing that the banned practices were real. They wrote in with the receipts: forced insurance, hidden SIP cancel buttons and uninvited loan conversions.

Fund manager changes various schemes of Baroda BNP Paribas Mutual Fund

Wed, 01 Jul 2026 11:02:05 +0530

Baroda BNP Paribas Mutual Fund has declared change in the fund managers of its few schemes