Fund Analysis

Power of quality mid caps

Aditya Birla Sun Life Tax Relief 96's portfolio reveals quite a few unconventional mid-cap picks as top holdings

Last updated: 14-Nov-2022•Research Desk

One of the oldest ELSS funds, this fund sported a three star rating for many years, but has shown a material improvement in performance since 2014, climbing to a five star rating recently. The fund follows a multi-cap strategy. The strategy is bottom-up and uses a 360-degree view of a company in order to invest

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

Jio Platforms: What will drive its next phase of growth?

6 min read•By Satyajit Sen

Six international funds end old SIPs. Five take new money

5 min read•By Aakar Rastogi

Welcome to the New Value Research!

2 min read•By Value Research

Carnelian brings its forensic filter to the Rs 500 SIP

3 min read•By Ashish Menon

Few international funds are open. Domestic funds may help

6 min read•By Aakar Rastogi

New episodes every Friday

The right question

After 24 years, readers' worries have changed, but the real challenge is still knowing which questions to ask

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

Home Buyers’ Guide

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.

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.

Sector Playbook

Valuable, in-depth insights into various sectors of the market

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

Videos

Words Worth

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