Value Research Online

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.

Built for a date, not a lifetime

Fri, 23 Oct 2026

SEBI’s new lifecycle funds shift from equity to debt as your goal nears. We tested them on three savers to see who gains, who loses, and what the fee buys.

7 money questions that matter most

Fri, 23 Oct 2026

From a flat SIP to how much to draw in retirement, we answer the seven reader questions where a wrong answer costs the most, with rules and real numbers.

Going abroad? Pick the right door

Fri, 23 Oct 2026

Most international funds are shut to new money. We compare the five routes abroad, from ETFs to GIFT City funds, and match each to the right investor.

Gravity is patient

Fri, 23 Oct 2026

Bharat Shah on how he picks quality businesses, where returns come from and the Infosys and Wipro lesson that taught him when to sell, 24 years on.

History doesn't repeat, but it rhymes

Fri, 23 Oct 2026

After a weak two-year stretch, the next three years have often looked very different. This story uses 20 years of Nifty 500 data to show why staying put pays.

Is Your Fund Good? Here's How to Check

Thu, 22 Oct 2026 18:05:00 +0530

Is my mutual fund good? Fund Advisor sorts your holdings into exit, optimise, good and new groups, with the likely tax and exit load shown before you act.

Carnelian brings its forensic filter to the Rs 500 SIP

Wed, 21 Oct 2026 12:08:54 +0530

Vikas Khemani explains how Carnelian Small Cap Fund keeps out companies that destroy capital, why lump sums stop at Rs 5,000 crore and who picks the stocks.

You chose 60:40. The market made it 75:25

Fri, 16 Oct 2026 16:00:00 +0530

Your 60:40 equity-debt mix shifts every time the market moves. Dhirendra Kumar explains why investors miss the drift and the yearly check that brings it back.

Few international funds are open. Domestic funds may help

Fri, 16 Oct 2026 11:46:44 +0530

Only five international funds take fresh money this week. See 14 Indian funds with at least 10 per cent abroad and the premiums India-listed global ETFs carry.

75 per cent Stocks After Retirement: Time to Switch?

Thu, 15 Oct 2026 18:06:00 +0530

Retired with 75 per cent of your equity in direct stocks? Dhirendra Kumar says income needs should set your allocation and your own returns should pick the vehicle.

Two global funds take lump sums. The Nasdaq Q50 costs double

Thu, 08 Oct 2026 17:10:15 +0530

The Motilal Oswal Nasdaq Q50 ETF now costs more than twice its NAV. See which international funds take lump sums and SIPs, and what global ETFs cost over value.

WhiteOak's small-cap fund of funds aims for a steadier ride

Wed, 07 Oct 2026 14:37:41 +0530

WhiteOak's first small-cap product is a fund of funds. Aashish Somaiyaa explains how it picks funds, when it drops one, what it costs and how it is taxed.

The final layer is human

Tue, 06 Oct 2026 13:49:28 +0530

AI investing tools are good at comparing funds and decoding jargon. The hard part of investing comes after you buy, and no app can hold your nerve for you.

Only 7% of life insurance payouts are death claims

Sat, 03 Oct 2026 10:00:00 +0530

IRDAI's own data shows surrender payouts are five times larger than death claims, and half of all policyholders quit within five years. Here's what it means for your policy.

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.