Value Research Online

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.

Manufacturing funds won last year. Long record, a coin toss

Tue, 21 Jul 2026 15:27:41 +0530

Manufacturing funds shone over the past year, but long-term data tells a different story. Here's what the numbers say before you think of investing.

Inherited mutual funds? Here's how they're taxed

Thu, 20 Mar 2025 12:14:58 +0530

Inherited mutual funds are not taxed on transmission. Learn when capital gains tax applies, how it is calculated and the rules for equity and debt funds.

Too many funds? Don't sell in a hurry

Mon, 20 Jul 2026 12:37:53 +0530

Selling good funds to shorten your list costs 12.5 per cent in tax for nothing. Here is when consolidation makes sense and how to decide which fund to redeem first.

Rich people's funds

Mon, 20 Jul 2026

SEBI's SIF lowers the entry point to Rs 10 lakh. But the real question is what PMS and AIFs were actually delivering behind that wall. Less than the price implied.

India gets its 'target-date' fund

Mon, 20 Jul 2026

Zerodha and ICICI Prudential have launched India's first target-date funds. Here is how the glide path works, who the category suits and what it still leaves unsettled.

SIFs: Are they worth the Rs 10 lakh entry?

Mon, 20 Jul 2026

Of 19 SIFs with disclosed portfolios, only 11 held any short position and the average was 5.7 per cent. Here is what SIFs actually do and whether they are right for you.

The cost of 'dynamism'

Mon, 20 Jul 2026

Only four of 23 dynamic bond funds beat the average short-duration fund over three years. Here is why the flexibility promise has not translated into better returns.

Portfolio Manager shows issues; Fund Advisor fixes them

Mon, 20 Jul 2026

A yearly review surfaces drift, overlap and laggards but leaves the decisions to you. Here is how Portfolio Manager and Fund Advisor together close that gap completely.

Buying the world at a premium

Mon, 20 Jul 2026

Three fund houses shut 11 international funds to fresh SIPs in July 2026. Only one fund remains open. Here is what the ETF route costs and how to weigh the premium risk.

The man who stopped doing nothing

Mon, 20 Jul 2026

Poor performance often tempts investors to change course. Here's how to tell whether your investment strategy needs fixing or simply more time...

'Disrupted, not dead'

Mon, 20 Jul 2026

AI has hit Indian IT stocks hard, but fund managers see adaptation, not decline. Here is what investors should know before selling their IT funds.

The fall your SIP didn't feel

Mon, 20 Jul 2026

The Sensex had its worst first half since Covid, but SIP investors fared much better. Here's what your actual returns say before you make any changes.

When my client said no

Mon, 20 Jul 2026

Markets feel uncertain, but does that mean you should avoid Indian equities? A look at the data, market cycles and the case for staying invested.

From signal to selection

Mon, 20 Jul 2026

A factor score alone can admit fragile companies after a rally. Here is how a quality filter changes the risk profile of momentum and value strategies over the long run.

Investing your legacy money

Mon, 20 Jul 2026

A mutual fund nominee pays capital gains tax on inheritance. An NPS nominee does not. Here is how to structure money meant for the next generation to avoid that bill.

What I learnt after investing in every new fund

Mon, 20 Jul 2026

Chasing every new fund offer left me with a cluttered portfolio I could not explain. Here is what simplifying around clear goals actually changed for me.

Boom, bust, repeat: The PSU way

Mon, 20 Jul 2026

PSU indices have surged since 2021, but their long-term record is less convincing. Here's how the four main PSU index funds compare....................