Value Research Online

The real cost of your index fund is not the expense ratio

Sat, 15 Aug 2026 11:15:00 +0530

Daxesh Kothari on why tracking error, not the expense ratio, is the real cost of an index fund, and how to tell when switching is worth the tax and exit load.

A global fund reopens even as others keep shutting

Fri, 14 Aug 2026 12:04:47 +0530

Some global mutual funds have reopened SIPs while others remain frozen. See which funds are open, why limits matter and how global ETFs compare..

Quant fell 16%, then rose 37%. Sandeep Tandon explains

Wed, 12 Aug 2026 19:30:00 +0530

Quant Mutual Fund's Sandeep Tandon on the VLRT framework, why the fund's short and long-term rankings diverge, and who should avoid a fund run this actively.

Is exit load charged only on gains?

Mon, 10 Feb 2025 17:44:20 +0530

Clear breakdown of mutual fund exit load calculation with examples. Learn how early redemption charges affect your returns and why funds impose this fee.

International funds are blocked. Any other way abroad?

Tue, 11 Aug 2026 12:20:53 +0530

International mutual funds are largely closed to fresh investments. Here are the alternatives, including GIFT City, LRS and international ETFs and their risks.

Parag Parikh's Thakkar promises single-digit cash

Mon, 10 Aug 2026 13:43:42 +0530

Parag Parikh Flexi Cap Fund manager and fund house CIO Rajeev Thakkar explains the fund’s current cash position, recent underperformance and investment strategy.

15%+ returns in 10 years: 9 flexi-cap funds that did it

Mon, 10 Aug 2026 09:00:00 +0530

These nine flexi-cap funds delivered over 15 per cent SIP returns in 10 years. Compare their performance, portfolios, ratings and find out if they're right for you.

PGIM and Edelweiss pause existing SIPs in global funds

Fri, 07 Aug 2026 15:47:36 +0530

Global mutual fund SIPs are shutting across fund houses. See what it means for your investments, ETF premiums and alternative ways to invest abroad.

4 equity funds get a ratings upgrade in July. Own any?

Wed, 05 Aug 2026 11:12:03 +0530

See which four equity mutual funds earned a Value Research ratings upgrade in July 2026, what improved their rankings and what investors should watch next.

The stock market's close is now an auction

Tue, 04 Aug 2026 09:01:55 +0530

The NSE has changed how F&O stocks close each day. Learn how the closing auction works, why it reduces tracking error and what traders should do.

Can a short-term capital loss cut your long-term gains tax?

Mon, 03 Aug 2026 18:32:07 +0530

A short-term capital loss can reduce your taxable long-term capital gain. Learn the set-off rules, tax impact and when losses can be carried forward.

My PPFAS Flexi Cap has stalled. Should I exit?

Mon, 03 Aug 2026 16:37:53 +0530

Parag Parikh Flexi Cap Fund has lagged since late 2024. Here's why its size isn't necessarily a reason to exit and what long-term investors should do.

Index funds or ETFs? The tax rules differ

Mon, 03 Aug 2026 11:46:33 +0530

Index funds and ETFs are not always taxed the same. Understand the tax rules for equity, debt, gold, and silver passive funds before you invest..

2026 has already sacked last year's winners

Sun, 02 Aug 2026 11:15:05 +0530

Mutual fund returns in 2026 swung sharply across categories. See which funds led, which lagged and the one portfolio move investors should actually make.

Domestic mutual funds that own foreign equity

Fri, 31 Jul 2026 18:22:48 +0530

International mutual funds are shut to new SIPs. See which Indian mutual funds still own global stocks like Alphabet, Amazon and Microsoft and other ways to invest abroad.

Point at the money. Most readers could not

Tue, 28 Jul 2026 14:36:41 +0530

Readers put goal-based investing into practice after one simple exercise, revealing how better portfolio labelling can improve financial discipline.

Active large-cap fund vs index fund: Who should you pick?

Tue, 28 Jul 2026 10:18:16 +0530

Should you invest in an active large-cap fund or a large-cap index fund? See how active funds have performed over five, 10 and 15 years before you decide.

No global fund will start your SIPs; ETFs cost extra

Fri, 24 Jul 2026 14:57:11 +0530

All international mutual funds have stopped new SIP registrations. Here's why, what options remain, and the hidden cost of investing through global ETFs.

Missing the July 31 ITR deadline costs more than a fine

Fri, 24 Jul 2026 11:18:32 +0530

Missing the ITR filing deadline can cost more than a late fee. Understand how it affects capital losses, tax regime choices and future tax savings.

You can use the Rs 1.25 lakh LTCG exemption every year

Wed, 22 Jul 2026 17:05:29 +0530

Wondering when the Rs 1.25 lakh long-term capital gains tax exemption becomes available again? It resets every 1 April at the start of a new financial year.