Fund Analysis

Growth-and-value fund

JP Morgan India Mid and Small Cap Fund hunts for companies that offer high reinvestment opportunities relative to their sizes

Last updated: 14-Nov-2022•Research Desk

A three-star fund since 2011, this fund has climbed to four-star from mid-2014. 65 per cent of the portfolio is invested in companies that fall in the bottom 25 per cent of the market, measured by their market capitalisation. The portfolio composition has tilted towards owning 80-90 per

Fund Advisor

Buy, hold, or switch. Get the call.

How's my portfolio doing? What do I need to fix? Where should I invest next? Fund Advisor answers each one. The Advisor Note every Saturday. A live session with Dhirendra Kumar every second Saturday.

No commissions. No conflicts. Since 1991.

See Plans

Top Picks

Two international funds stay open. Only one takes new SIPs

5 min read•By Aakar Rastogi

PPFAS Wealth takes its simple way to wealthy families

19 min read•By Ruchira Sharma

Welcome to the New Value Research!

2 min read•By Value Research

The Diwali cleaning your portfolio never gets

13 min read•By Ruchira Sharma

Laurus Labs: A contract manufacturer in the making

5 min read•By Arpit Suri

New episodes every Friday

Zero tax for foreigners, a tax on inflation for Indians

SEBI wants foreign investors freed from capital gains tax. The Indian saver who stayed while they sold still pays it on gains that are partly just inflation.

Other Episodes

Other Categories

Fund Advisor's Note

Fund Advisor Live

Ask Value Research

In these short videos published on a daily basis, Value Research CEO Dhirendra Kumar answers readers’ questions on saving and investing.

Factor Insight

Fund Advisor

Personal Finance Insight

The Plan

A regular feature in which we draw out a financial plan to help investors reach specific goals.

alphanso

First Page

Value Research CEO Dhirendra Kumar reflects on pressing issues facing investors today and shares timeless advice to keep them on track.

Investors' Journeys

NPS

Articles about the National Pension System aka NPS, published on Value Research Online.

House Voice

Once every year, Value Research speaks to every Fund House to understand their views on developments in the past year, their strategies and expectations.

SIP Sahi Hai

Investing via SIPs in mutual funds is a great way to build wealth over time. The articles here tell you exactly why and how.

Special Report

Catch the latest webinars and updates on new issues here.

The Index Investor

Smart, low-cost investing made easy with broad market exposure and long-term focus.

Data for Thought

Articles that contain data analysis of stocks, mutual funds and other investment vehicles.

IPO Analysis

Our analyses of IPOs will answer important questions on the company’s fundamentals, business model, strengths, weaknesses, and of course the valuation of the stock.

Stock Advisor

Value Research Stock Advisor is a premium service that provides subscribers with thoroughly-researched stock recommendations with regular updates. The stories here draw from the Stock Advisor team’s experience researching companies.

Fund News

Check updates from Mutual Funds on dividends, changes to exit loads, NFO announcements, and more.

Fundwire

News, analysis and features on mutual funds.

Marketwire

Archive of articles about the stock markets in India - their valuations, crashes, upward trends and more.

Newswire

Archive of news updates related to investment regulations, stock markets, mutual funds and more.

Stockwire

News, analysis and features on stocks.

Alpha Managers

fund manager interview

Cover Story

Fund Focus

Fund Focus is an archive of articles on specific mutual funds and AMCs published on Value Research.

Interview

Insightful conversations on the markets, funds, and what matters right now.

Learn

Learning

Useful articles to help you invest better, whether you are a new investor or well into your investment journey.

Reader's Voice

The Big Fund

The Fund House

Videos

Words Worth

Archive of articles that focus on the investing philosophy of masters like Warren Buffet, Walter Schloss, Charlie Munger and more.