Value Research Online

Plan your investing

Thu, 17 Apr 2003 10:09:00 +0530

Risk in investing is inescapable and only a plan can help tackle it. Asset allocation does this for you by factoring in your financial goals and life cycle stage.

No need to monitor MF investments

Fri, 05 Nov 2004 17:13:00 +0530

Most people think that once they invest in a fund, the job of taking care of their investments has been successfully passed on to the fund manager. But it's a dangerous strategy to adopt.

Starry Attributes

Wed, 17 Sep 2008 10:54:00 +0530

The Value Research Fund Ratings help you choose funds on the basis of their & their peers' performances>

Risk-free Earners

Thu, 07 Aug 2008 15:03:00 +0530

Arbitrage funds are a good way of earning relatively risk-free returns from equities, even in volatile markets>

Loaded Information

Tue, 29 Jul 2008 10:17:00 +0530

A fund deducts a percentage of your investment in the form of charges know as load

Not Much Of A Difference

Tue, 27 May 2008 10:29:00 +0530

Many investors think that a fund's dividend option is more profitable, but that is not really true

Fund Size

Tue, 01 Jan 2008 17:55:00 +0530

The size of a fund is another important aspect that an investor should take into account while investing in mutual funds. Although, the fund size cannot form basis of its performance, it still matters>

Is Low NAV Cheap?

Fri, 29 Oct 2004 15:57:00 +0530

Is a fund with a low NAV a better investment option than a fund with a higher NAV? Since you can buy more units when the NAV is low, isn't it cheaper? Should mutual fund schemes with a higher NAV be avoided? >

Mutual Fund IPOs

Tue, 26 Oct 2004 10:58:00 +0530

Investors often tend to think of fund IPOs in the same vein as they do of stock IPOs. However, there are some fundamental differences that they need to take into consideration.>

Drip Investing

Thu, 08 Apr 2004 11:43:00 +0530

STP is an easier way to reap the benefits of Rupee cost averaging. It enables you to transfer a fixed amount of money at regular intervals from designated debt schemes to designated equity and balanced schemes.>

Mutual Fund Dividends

Mon, 16 Feb 2004 11:14:00 +0530

Funds' dividends are just a way of distributing profits, but there are many tax advantages of receiving them. Dividends from equity mutual funds are fully tax-free. These dividends can also be used to offset short-term capital gains.>

Fund of Funds

Thu, 08 Jan 2004 10:53:00 +0530

As the name suggests, a Fund of Funds (FoFs) is a mutual fund scheme, which invests in other mutual fund schemes. The biggest advantage of FoFs is that they facilitate tax-friendly re-balancing of the portfolio.>

Exchange Traded Funds

Thu, 11 Dec 2003 10:55:00 +0530

Exchange traded funds offer a low cost and convenient solution for index investing on a real time basis. Currently, investors have a choice of five ETFs - four on the equity side and one liquid ETF. >

All About Loads

Wed, 01 Oct 2003 13:03:00 +0530

Mutual funds charge load to investors in order to pay for the distributor's sales expenses. A load does take away a part of your investment, but it's a price you have to pay in order to participate in a fund>

A Systematic Approach

Thu, 18 Sep 2003 11:19:00 +0530

When we all strive to organise and systematize our activities, then why not do the same with investments. Systematic investment plan is a way to invest in a regular and disciplined manner while taking care of volatility>

Average Portfolio Maturity

Fri, 27 Jun 2003 15:09:00 +0530

Average maturity tells you the average age of debt securities in a fund portfolio and is used to determine its sensitivity to interest rate changes>

Tackling Diminishing Returns

Thu, 12 Jun 2003 10:36:00 +0530

Understanding the nature of bond funds is essential if one wishes to be a successful investor in this period of falling returns. Realigning expectations is also central to this process.>

Of Relative Performance

Sat, 26 Apr 2003 12:39:00 +0530

Comparing a fund's returns with its benchmark provides an answer to how good or bad the performance of a fund is. Judging returns in isolation doesn't tell you much about a fund manager's performance. >

This Ain't No Lottery

Wed, 09 Apr 2003 12:35:00 +0530

A mutual fund IPO is not meant to try your gambling instincts. There is nothing to be gained out of investing in fund IPOs vis-à-vis an existing fund. Read ahead to find out why fund IPOs are not really lotteries.>

A Myriad of Options

Wed, 05 Mar 2003 11:57:00 +0530

Do different investment options offered by mutual funds leave you puzzled? Understanding this would help you make better choices when you go shopping for a fund. After all, these options have a specific purpose and tax implications.>