Value Research Online

Planning to start Rs 25,000 SIP? Invest in these 3 funds

Wed, 25 Jun 2025 18:29:42 +0530

Kickstart your SIP journey with an aggressive hybrid fund, large-cap index fund and flexi-cap fund. A simple guide to balance growth and stability.

Small-cap funds reopen. Don't mistake this for a buy signal.

Wed, 08 Apr 2026 11:10:39 +0530

Small-cap funds reopening isn’t a buy signal. Learn why fund actions reflect deployment constraints, not valuations, and how to assess risk pre-investing..

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.

The AMC that nobody could keep

Fri, 03 Apr 2026 06:51:47 +0530

TVS Venu Group is buying Prudential's stake in PGIM India Mutual Fund. For existing investors, here is the fund house's full history and what the ownership change means for your money.

Your gold ETF may no longer be just gold. Here's why

Fri, 27 Mar 2026 20:45:24 +0530

SEBI now allows gold ETFs to use futures contracts. Here’s how it changes your investment, the risks involved and what investors should watch out for.

Should you have a value fund in your portfolio?

Tue, 24 Mar 2026 20:24:28 +0530

Do value funds really add value to your portfolio? Find out when they make sense, why they can lag for years and how much allocation is enough...

2 most consistent multi-cap funds right now

Sat, 11 Oct 2025 11:11:11 +0530

Strong three-year returns are not enough. Kotak Multicap and Nippon India Multi Cap stand out for combining consistent outperformance with lower-than-benchmark volatility.

3 mutual funds move from 3 to 4 stars. Should you care?

Mon, 23 Mar 2026 20:20:45 +0530

Axis Small Cap, Nippon India ELSS and Tata Flexi Cap moved from 3 to 4 stars in February 2026. Here is what drove the upgrades and how investors should respond.

The tax-smart debt fund

Fri, 20 Mar 2026

After the 2023 debt fund tax change, income plus arbitrage funds cut your tax rate from 30% to 12.5%. Here is who benefits and what the trade-offs are.

Small caps: Where active funds pull ahead

Fri, 20 Mar 2026

Over 80% of active small-cap funds fell less than the index in the 2024 correction. Data shows why active beats passive in small caps, again and again.

Surviving market storms

Fri, 20 Mar 2026

Low-volatility funds fall less and recover faster in corrections, but their edge over the broader market can be thin. Here is when they make sense in your portfolio.

Investing beyond India

Fri, 20 Mar 2026

SEBI's $7 billion overseas investment cap limits access to international funds. These funds were open for fresh subscriptions as of March 9, 2026.

These 5 multi-cap funds turned ₹10K SIP into ₹25L+ in 10 yrs

Mon, 16 Mar 2026 09:00:00 +0530

These five multi-cap mutual funds turned a Rs 10,000 monthly SIP into Rs 25 lakh or more in just 10 years. See the top performers and their returns.

Life cycle funds: A simple guide to SEBI's new fund category

Fri, 27 Feb 2026 19:32:30 +0530

SEBI’s new life cycle funds will gradually reduce equity as maturity nears. Here’s how the glide path works and what you, as investors, should track.

5 most consistent mid-cap fund outperformers of last 15 yrs

Thu, 26 Feb 2026 14:13:30 +0530

Only five mid-cap funds beat the Nifty Midcap 150 in over 60 per cent of five-year periods over 15 years. See which funds delivered consistent outperformance.

Madcap micro caps

Fri, 20 Feb 2026

The Nifty Microcap 250 index delivers eye-catching returns, but liquidity stress, high churn, tracking error and deep volatility make it a niche allocation.

More multibaggers = Better mid-cap returns? Not quite

Tue, 17 Feb 2026 18:45:53 +0530

Mid-cap funds may hold many multibaggers, but numbers alone do not drive returns. We analyse conviction, allocation and real performance impact to give our verdict.

Why is this flexi-cap fund struggling to beat its benchmark?

Mon, 16 Feb 2026 10:00:00 +0530

UTI Flexi Cap Fund has trailed the Nifty 500 TRI for quite a while. Ajay Tyagi explains how its quality-growth tilt has struggled in a value-driven market cycle.

Has the new tax regime hurt ELSS returns?

Thu, 12 Feb 2026 16:00:00 +0530

With Section 80C benefits gone under the new tax regime, we check whether ELSS fund performance has weakened. We also check if you should still invest in them.

3 flexi-cap stars that gave 20%+ returns in the last 5 years

Wed, 11 Feb 2026 09:00:00 +0530

Three flexi-cap funds delivered over 20 per cent returns across five years. We review their five-year SIP performance, portfolios and suitability for investors.