Value Research Online

Rs 96 of every Rs 213 you pay for this ETF buys nothing

Wed, 09 Sep 2026 21:28:31 +0530

The Motilal Oswal Nasdaq Q50 ETF is up 50 per cent in three sessions while its NAV has not moved. Why a SEBI rule change let the premium widen this far.

A Rs 10 fund may look cheap. It isn't: NAV illusion decoded

Mon, 07 Sep 2026 17:00:28 +0530

A low NAV, or a Rs 10 NFO price, can look cheap, but NAV has no bearing on future returns. Here is what actually decides if a fund is worth buying.

One global fund reopens to new SIPs

Fri, 04 Sep 2026 14:57:32 +0530

Baroda BNP Paribas Aqua is the only international fund open to new investors. See which of the 60 overseas funds still take old SIPs and where ETF premiums stand.

Your index fund may stop borrowing money it never needed

Fri, 04 Sep 2026 10:19:37 +0530

SEBI wants mutual fund schemes to net same-day buy and sell obligations. It will not change your NAV, but index funds may borrow less and hold less idle cash.

SEBI is fixing the auction. It should fix the right part

Fri, 04 Sep 2026 10:16:48 +0530

SEBI is reviewing how derivatives settle after the closing auction. Its transparency caught an alleged manipulator in six days. The cancellation window is the gap.

The plan every Indian family needs

Tue, 01 Sep 2026

Here is a simple financial planning roadmap for Indian families, from your 20s to your 60s, covering SIPs, insurance, debt, retirement and more..

The turnaround trap

Tue, 01 Sep 2026

Of 36 loss-making IPOs since 2021, 20 have turned profitable. Yet many investors still lost money. The story reveals why business recovery and stock returns differ.

The cost you don't see

Tue, 01 Sep 2026

A 2 per cent difference in mutual fund costs can cost you nearly Rs 1 crore over 30 years. See how expense ratios affect returns and why lower costs matter.

Trust and jargon are dangerous for investors

Sat, 29 Aug 2026 10:00:00 +0530

A mis-selling case involving wealthy NRIs reveals three investing mistakes anyone can make: buying opaque products, mistaking complexity for sophistication and trusting a brand.

SIPs in global funds are shut again. Here is what is left

Fri, 28 Aug 2026 12:00:00 +0530

HSBC has shut its three international funds to fresh SIPs. Here are the options left for Indian investors, from domestic funds to LRS, GIFT City and ETFs.

A fund is marked for exit. Sell all at once or gradually?

Thu, 27 Aug 2026 18:15:00 +0530

Got an exit recommendation on a mutual fund? Here’s when to sell all at once and when your investment’s age, tax bill or money needs justify waiting.

Your debt fund has a new name. What does it mean?

Thu, 27 Aug 2026 16:41:12 +0530

Several debt funds have changed names under SEBI’s new category framework. Here’s what the changes mean for your investment, SIP, tax and holding period.

Switch to Direct, or stay put? We do the maths

Wed, 26 Aug 2026 10:46:53 +0530

Switching from regular to direct mutual funds can trigger capital gains tax, but staying may cost you more through higher fees. Here’s how to weigh the trade-off.

The median P/E trap: Why 'cheap' can lie

Wed, 26 Aug 2026 08:00:00 +0530

A stock trading below its historical median P/E may look cheap, but slowing growth or a weaker moat can make the old valuation benchmark irrelevant. We find out why.

The average hides the saver

Tue, 25 Aug 2026 14:40:27 +0530

SIP flows hit another record in July, but the smallest investor accounts are shrinking. The data raises a troubling question about who is joining the habit.

Retiring soon and in the top slab. Switch to direct or wait?

Tue, 25 Aug 2026 14:10:16 +0530

Retiring in four years and in the highest tax slab? For debt funds, waiting to switch from regular to direct plans after retirement may reduce your tax bill.

Should I move my Rs 1.2 crore portfolio to a PMS?

Mon, 24 Aug 2026 16:35:26 +0530

Have Rs 1.2 crore to invest? A PMS may sound like an upgrade, but its tax inefficiency, model portfolios and weaker transparency make mutual funds a better choice.

A fall is not a loss

Sat, 22 Aug 2026 10:00:00 +0530

Charlie Munger’s key investing lesson is to avoid permanent losses. Here’s why market falls become real losses only when investors panic and sell.

Three global funds reopen to new SIPs

Fri, 21 Aug 2026 12:26:02 +0530

Fresh overseas SIPs are open again through HSBC, but access keeps changing. Here’s what investors should know before starting a new international fund SIP.

Silent partners

Thu, 20 Aug 2026

Retirement planning in India can miss family obligations, healthcare and inflation. Before calculating your corpus, account for the money already promised to others.