Value Research Online

India is spending more

Sat, 01 Aug 2026

India's rising incomes are driving a long-term consumption boom. See why a Nifty India Consumption ETF offers a simple way to invest in this structural trend.

The invoice that AI rewrites

Sat, 01 Aug 2026

AI is reshaping how Indian IT companies earn revenue. See why the sector is under pressure, how this disruption differs from past cycles, and what it means for investors.

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....................

One sector returned 700 per cent. Here is the catch

Mon, 13 Jul 2026 10:18:00 +0530

Sharad Tandon of Invest At Ease on whether a sector-fund portfolio can be passive, the core-satellite split he uses, and the tax drag of rotating sector bets.

Riding India's infra wave

Wed, 01 Jul 2026

Two indices promise India infrastructure exposure, but one bets nearly half its outcome on three stocks. How they differ on concentration, logistics and risk.

The price of stability

Wed, 01 Jul 2026

Reliable dividends and low volatility are real. But the FMCG index has trailed the broader market by about four points a year for a decade. Stability has a price.

Nifty Pharma: A healthy addition to your portfolio?

Sat, 20 Jun 2026

The Nifty Pharma index is up 14 per cent while the Nifty 500 is flat. A weak rupee explains most of it. Here is what the 20-year data says about when pharma outperforms.

Why NAVs differ across gold ETFs

Tue, 30 Apr 2013 15:16:00 +0530

The valuation of the underlying assets of an ETF determines its NAV

Seven myths about index funds. Tested against real data

Mon, 15 Jun 2026 09:49:55 +0530

Deepak Jaggi on seven persistent myths about passive investing—downside protection, average returns, diversification, market inefficiency and more.

15% in gold. Here is what the data says it does

Mon, 08 Jun 2026 09:47:36 +0530

Rajini Panicker on why gold belongs in a passive portfolio, how it performed in every major crash and the simplest way to build gold exposure today.

The grid comes alive

Mon, 01 Jun 2026

Broken DISCOMs, a 68 per cent demand surge and a renewable boom converged to end a 14-year freeze in India's power sector. Here is what changed..

A boom too hard to pick

Mon, 01 Jun 2026

Picking defence stocks is harder than it looks, as orders slip and valuations are stretched. A Nifty Defence index fund spreads the risk while keeping the structural bet intact.

You picked an index fund. Did you pick the right one?

Sun, 31 May 2026 16:33:45 +0530

Devender Goswami on tracking difference, tracking error, AUM and what actually separates one index fund from another. Includes ETF vs index fund and a five-point checklist.

Have three index funds? Look closer

Wed, 20 May 2026

The Nifty 200 and Nifty Total Market overlap by 83 per cent. Adding more index funds gives you the same large-cap exposure, not broader diversification. Here is what does.

Gold ETFs: Should they be part of your passive portfolio?

Sat, 09 May 2026 11:15:00 +0530

Gold ETFs can reduce volatility and hedge risks without the hassles of holding physical gold. Here’s how they fit into a well-rounded passive portfolio easily.

Priced for perfection

Fri, 01 May 2026

The BSE Capital Goods index has surged on strong earnings and government capex. But with valuations stretched, is the sector now priced for perfection?

The passive investing choice is not so passive

Fri, 01 May 2026

Passive investing may seem effortless, but your choice of index shapes returns and risk. Here’s how Nifty 50, Nifty 100 and Nifty 500 differ and what investors must consider.

The passive hybrid test

Mon, 20 Apr 2026 12:58:00 +0530

A hybrid index combining large and mid-cap equity with long-term G-Secs beat the Nifty 100 in over 90 per cent of five-year windows. Here is how it works and who it suits.

The hidden flaw in passive portfolios

Sat, 11 Apr 2026 11:15:00 +0530

Passive investing isn't risk-free. Overlapping index funds, poor diversification, and behavioral mistakes can quietly erode long-term returns over the years.

The premium that never leaves you alone

Sun, 05 Apr 2026 11:00:00 +0530

Buying overseas ETFs at a premium can erode long-term returns. Learn how premiums impact gains and why global diversification may attract a cost over time.