UTI AMC IPO: Information Analysis

The second-largest AMC in India in terms of total AUM has come up with its IPO. What's there for investors? Here is our analysis

Will the market crash in 6 to 12 months?

Here are some suggestions from Dhirendra Kumar on how to navigate the irrational markets

How to crash-proof your investments

The crash in March highlighted the need for a systematic withdrawal plan. We assess how effective this option is

Will equity funds still give good returns over the next 10 years?

Equity funds will do well in the long term, provided that you have a plan, learn from your mistakes and don't repeat them, advises Dhirendra Kumar

Multi-cap funds: unintended consequences

Investors who depend on multi-cap funds can now hope for some further adjustment in the regulations that will give them an option

Funds for the balance

Few savers need any tool beyond hybrid funds to maintain the asset allocation they need

Updates on Franklin Templeton's closed schemes

The winding up of six Franklin schemes was unprecedented. As this still unfolds, we bring to you a timeline of all major developments. We will keep updating it as and when new developments come in. So, watch this space.

Contrary bets by FIIs and MFs in small caps

Two small-cap companies wherein MFs have increased while FPIs/FIIs have decreased their holdings

What should be the asset allocation in the current situation?

Asset allocation should be done based on your experience in equity investing and the phase of your life instead of the market situation, suggests Dhirendra Kumar

CAMS IPO: Information Analysis

India's largest registrar and transfer agent, CAMS, has come up with its IPO. Should investors go for it? Here is our analysis

Are the three new agri laws anti-farmer?

Dr. Radhika Pandey, an economist at NIPFP speaks with Puja Mehra on the economic philosophy behind the new laws for agriculture and why farmers' fears are exaggerated

Angel Broking IPO: Information Analysis

With the fourth largest broking firm in the country gearing up for its IPO, here is our analysis. Read it before you make up your mind.

My returns from Nippon Pharma are at 65 per cent. Should I exit?

Your decision about when to buy or exit an investment should be guided by your asset allocation plan instead of the market outlook, advises Dhirendra Kumar

Welcome to the New Value Research!

Track your investments effortlessly. Find out the good, the bad and the ugly. Discover what works best for your needs

Given SEBI's notice, what can a multi-cap investor do?

As of now, do nothing as AMCs are still figuring out what to do next. Keep visiting VRO for updates, as we will keep following fund companies' move with regard to their multi caps, informs Dhirendra Kumar

Charm of early retirement

Aditya wants to retire at 50 but given his financial position and goals, he will need to work for four to five years more

'Indian economy will recover maybe not in a V-shaped but a U-shaped manner'

We speak to Anil Shah of Aditya Birla Sun Life Mutual Fund about how he is navigating these unusual times

Say goodbye to your multi-cap fund

Given the nature of India's small-cap market, SEBI's new ruling on multi-cap funds will mean that these funds cannot continue in their current shape

On a high

Short-duration funds are increasing allocation to longer-duration bonds. While that's jacking up their returns, beware of the duration risk they are assuming

Diversify or be defenceless

Diversification may be a defensive strategy, but it is a good one to employ

Are ELSS funds relevant under the new tax structure?

Since you have the option to choose between the old and new tax regime, ELSS remains relevant if you choose the old regime, says Dhirendra Kumar

The relationship between psychology and stock investing

Our psychological biases come to bear on our investing habits, leading to outcomes we'd rather avoid

How to claim tax relief under Section 89 for salary arrears?

If you do not have to pay excess tax due to the arrears, then you do not get the relief under this section

With the market soaring, should I pay STCG and book profits?

Here's some advice from Dhirendra Kumar to investors tempted to book profit in the current market

Starting early to save and invest

Many wait too long to start investing, and yet no strategy can quite beat the returns to be had from an early head start

'The focus is on secular growth businesses rather than cyclicals'

Ajay Tyagi, Fund Manager, UTI Equity Fund discusses the AMC's bottom-up stock-picking approach, sectors to avoid, and the outlook for mid and small caps

EPF withdrawal: 10 points worth knowing

Here is what you need to know about withdrawing your Employees' Provident Fund before retirement, between jobs, or when unemployed

Change in Minimum Investment Amount for SIP in Schemes of Axis Mutual Fund

Axis Mutual Fund has decided to change the minimum investment amount for monthly SIP under it's vari

Reliance Mutual Fund Announces Dividend in Reliance Pharma Fund

Reliance Mutual Fund has announced dividend under the following schemes: Scheme Dividend (Rs/u

Hierarchy of investment needs

Use this framework to prioritise your investment needs, and then fulfil them level by level