Value Research Online

One international fund takes lump sums. Four take SIPs

Fri, 02 Oct 2026 11:02:43 +0530

Invesco shut lump sums in three international funds after a day but kept new SIPs open. See which funds take money now and what global ETFs cost over NAV.

Buying the fund house

Thu, 01 Oct 2026

Seven Indian fund houses are now listed stocks. Value Research explains why fund performance, not the usual SIP growth story, is the better way to judge them.

Best AMC stock to invest in

Thu, 01 Oct 2026

Seven Indian fund houses are listed stocks. Value Research shows how their fund ratings move about a year ahead of market share, and how to judge each one.

'We are wrong 28% of the time'

Thu, 01 Oct 2026

quant Mutual Fund's founder Sandeep Tandon explains why his equity schemes top one-year charts but sit at the bottom of one-month tables and who should avoid them.

The $10 trillion question

Thu, 01 Oct 2026

The US is refinancing $10 trillion of debt, pushing yields near 5 per cent. Here's how that is already hitting Indian equities, the rupee and gold prices.

Ajay Tyagi trusted quality. The cycle has started to agree.

Wed, 30 Sep 2026 19:05:00 +0530

UTI Flexi Cap Fund trailed the BSE 500 for four years. Fund manager Ajay Tyagi explains why he kept faith with quality and why now is the wrong time to exit.

Retirement's biggest risk is an empty afternoon

Sat, 26 Sep 2026 10:00:00 +0530

The biggest retirement investing mistake is often boredom. Dhirendra Kumar shows how fund switching can cost Rs 4 lakh a year on Rs 2 crore, and how to avoid it.

Four international funds are open again. Here is the list

Fri, 25 Sep 2026 11:43:04 +0530

Four international funds now take lump sums and new SIPs, but none is US-focused. Why they keep shutting and why international ETFs still trade well above NAV.

Direct funds. Who watches your mix?

Thu, 24 Sep 2026 18:15:00 +0530

Moving to direct plans need not cost you rebalancing support. Ashutosh Gupta explains how tracking your full asset mix, not just funds, guides when to trim equity.

The three-year wait

Sun, 20 Sep 2026

Value Research's three-year rule for rating funds still stands. This month’s cover story offers a four-test method to track a young fund during that wait.

10 promising new funds

Sun, 20 Sep 2026

Value Research picked 10 new mutual funds, all under three years old, using a four-test framework. Here is why each one made the list, and what could go wrong.

The rule that set premiums free

Sun, 20 Sep 2026

A SEBI rule change let the Motilal Oswal Nasdaq Q50 ETF's premium to NAV jump past 80 per cent. Here's why, and how to check if you're overpaying.

The tax rate is the same. The compounding isn't

Sun, 20 Sep 2026

Debt funds and FDs face the same tax rate, but FDs are taxed yearly while debt funds are taxed once, at sale. That timing gap can add up to lakhs over 20 years.

Why Fund Advisor stopped saying 'avoid'

Sun, 20 Sep 2026

Value Research still says avoid new and sectoral funds. But if you already hold them, Fund Advisor now gives a proportion-based call instead of a flat no.

'AUM is an output, never an input'

Sun, 20 Sep 2026

Three years after buying L&T Mutual Fund, HSBC AMC's CEO Kailash Kulkarni answers for the lost first year, the small cap stumble and middling debt funds.

Steel over soap

Sun, 20 Sep 2026

ICICI Prudential Multicap Fund manager Lalit Kumar explains his business cycle approach, why steel is overweight, FMCG is nearly zero and what a bad broadcaster bet taught him.

Quality is multidimensional

Sun, 20 Sep 2026

A high ROE can be flattered by debt. This column by NJ Mutual Fund shows why judging stock quality needs several measures working together, not one number alone.

The months without a salary

Sun, 20 Sep 2026

A 31-year-old with two EMIs and a month of cash had to decide what to sell first. Here's the order that got him through a year without touching most of his equity.

The Points You Do Not Own

Sat, 19 Sep 2026 10:00:00 +0530

Reward points get optimised to the last rupee while fund costs go unchecked. On a Rs 50 lakh portfolio, the expense ratio gap runs to Rs 50,000 in year one.

Need money? How to sell smart.

Fri, 18 Sep 2026 17:03:15 +0530

Needing money does not always mean selling. If you must, which fund you sell first decides your tax bill and your balance. A calmer way to choose what goes.