Value Research Online

Nvidia tumbled. International funds took a far smaller hit

Fri, 13 Nov 2026 12:07:15 +0530

Nvidia's shares fell 13 per cent, yet most Indian funds investing in US shares lost only 1 to 3 per cent. For ETF buyers, the bigger risk is the price they pay.

Hundreds of schemes, a handful of indices

Wed, 11 Nov 2026 06:30:00 +0530

India has 553 equity index funds and ETFs on 138 indices, yet the Nifty 50 and Sensex hold 72 per cent of the money. See who put it there and what new schemes hold.

Zero tax for foreigners, a tax on inflation for Indians

Sat, 07 Nov 2026 10:00:00 +0530

SEBI wants zero LTCG tax for foreign investors. Without indexation, Indian savers pay tax on inflation too, and when returns are low, on more than their real gain.

The Diwali cleaning your portfolio never gets

Fri, 06 Nov 2026 16:00:00 +0530

Too many funds and no clear reason for each? Dhirendra Kumar's one-sentence test shows which funds still belong and why a clean-up need not always mean selling.

Two international funds stay open. Only one takes new SIPs

Fri, 06 Nov 2026 11:58:51 +0530

Invesco has paused even running SIPs in three international funds. See which overseas funds still take lump sums and new SIPs, and where global ETF premiums stand.

PPFAS Wealth takes its simple way to wealthy families

Thu, 05 Nov 2026 19:05:00 +0530

Khushboo Neil Parikh explains why PPFAS Wealth charges a fixed rupee fee, why five equity funds is not diversification and why families must discuss their wills.

Rs 1.5 Crore at 40: How to Invest?

Thu, 05 Nov 2026 18:05:00 +0530

Got a Rs 1.5 crore windfall at 40? Ashutosh Gupta and Dhirendra Kumar explain why how long you spread a lump sum matters as much as which funds you pick.

Judge equity by the decade, not the Diwali

Wed, 04 Nov 2026 06:30:00 +0530

The Nifty 50 fell 52 per cent in one Samvat and rose 94 per cent in the next. Twenty Diwali-to-Diwali years show why ten Samvats say far more than one.

The weight of conviction

Sun, 01 Nov 2026

Four top small-cap funds were wrong on most stocks, yet 43 names drove all their outperformance. What it says about position size and how many stocks to hold.

The architecture of hope

Sun, 01 Nov 2026

The 2026 economics Nobel to Robert Hall and Michael Woodford shows why windfalls fizzle and expectations shape prices. What it means for Indian consumption.

Cap the Investor, Not the Industry

Fri, 30 Oct 2026 13:59:05 +0530

The $7 billion pooled cap has shut small investors out of international mutual funds while GIFT City serves the rich. A per-person annual limit would work better.

The AI spending panic is nothing new

Fri, 30 Oct 2026 11:17:42 +0530

Big Tech is pouring billions into AI. A dotcom-era fibre bust shows why the gains may not go to today's spenders, and what small investors should do about it now.

Five international funds open. Nasdaq 100 ETF nears value

Fri, 30 Oct 2026 10:28:33 +0530

Five international funds still take new money, the Motilal Oswal Nasdaq 100 ETF's premium fell to 5.3 per cent and HSBC Brazil lost 22.5 per cent in a week.

SIF vs Mutual Funds: Which Is Better?

Thu, 29 Oct 2026 18:05:00 +0530

Dhirendra Kumar compares SIFs with mutual funds: the Rs 10 lakh minimum, limited short selling and tax treatment, and why it's worth waiting before you invest.

Rupesh Patel reads mid-caps like a lender

Wed, 28 Oct 2026 18:35:00 +0530

Rupesh Patel on how credit habits shape Nippon India Growth Mid Cap Fund, why it beat its index by falling less and why Rs 50,000 crore does not worry him yet.

Low volatility didn't protect

Wed, 28 Oct 2026 06:30:00 +0530

The Nifty100 and Nifty500 low volatility indices lost more than their markets this year. A rule that piled into consumer stocks explains why, and what to check.

A bad market exposes a bad income plan. Is yours secure?

Mon, 26 Oct 2026 16:14:04 +0530

Two weak years for equity have left many retirees anxious. Why a well-built retirement income plan holds steady in a falling market, and how to check yours.

Your fund lost money. That doesn't make it a bad fund.

Sat, 24 Oct 2026 10:00:00 +0530

A falling market can turn even a good fund red. How to judge your fund against its peers, and when a long stretch near the bottom means it needs a closer look.

Six international funds end old SIPs. Five take new money

Fri, 23 Oct 2026 10:52:05 +0530

Edelweiss has cancelled paused SIPs in six international funds and reopened its healthcare index fund. See which international funds are open and what ETFs cost.

The right question

Fri, 23 Oct 2026

After 24 years, readers no longer ask if equity is safe. Dhirendra Kumar addresses the worries that now matter, and why lifecycle funds fail goals that run over decades.