Value Research Online

"The Sensex lost money!" The headline is only half the story

Tue, 07 Jul 2026 09:43:53 +0530

The Sensex had its worst first half since Covid. Eight of nine equity fund categories made money. Here is what the average rupee invested actually earned over one year.

June ratings are out. Just two funds moved up

Mon, 06 Jul 2026 10:00:00 +0530

Only Bank of India Flexi Cap and HSBC Large and Mid Cap earned upgrades in Value Research's June ratings. See their SIP returns and consistency behind the move.

Most international funds have shut. 12 still take your SIP

Fri, 03 Jul 2026 17:04:58 +0530

Of 66 international funds tracked, 12 still accept fresh SIPs and one takes lumpsums. Here is the full list with caps and returns, and why most doors remain shut.

The fund category that matches large caps but falls less

Fri, 26 Jun 2026 16:05:54 +0530

Over 10 years, aggressive hybrid funds nearly matched large-cap returns, while falling less in every major crash since 2006. Here's the evidence.

The Rs 5,000 cap on global funds barely matters

Fri, 26 Jun 2026 13:24:18 +0530

Twelve funds still take a fresh SIP, half capped at Rs 5,000 a month. Here is how the cap affects your strategy, which funds remain open and what the returns actually show.

Is your active fund 'active'?

Sat, 20 Jun 2026

High active share funds either beat their benchmark every time or not once. Here's what the metric actually tells you and why it cannot predict outperformance on its own.

A side door to global equities

Sat, 20 Jun 2026

International mutual funds are largely shut. GIFT City funds offer a regulated alternative with a $5,000 minimum. Here is how they work and who should use them.

The trouble with InvIT yields

Sat, 20 Jun 2026

An InvIT paying 13 per cent distribution yield may return just 3.9 per cent in reality. Here is why the headline yield misleads and what to check before you invest.

International funds still open for fresh investments

Sat, 20 Jun 2026

Twelve international funds are still open for fresh money. Here is a look at which ones accept lumpsum and SIP and what each has returned over the past year.

The hottest global funds are the riskiest bets

Fri, 19 Jun 2026 12:38:42 +0530

The list of 12 funds open for fresh SIPs held steady this week. One fund's one-year return swung 18 points in three weeks. Here is what to read and what to ignore.

Dynamic bond funds promised to track rates. They lagged

Fri, 12 Jun 2026 21:40:07 +0530

Dynamic bond funds returned 3.24 per cent on average against 5.09 per cent for short-duration funds over one year. Here is why rate timing failed and what to hold instead.

International funds: One lumpsum door left

Fri, 12 Jun 2026 14:19:16 +0530

Overseas limits are shutting international funds to lumpsum buyers. Only one still accepts lumpsum, 12 take SIPs. See which, and why open doesn't mean worth buying.

Your REIT pays 6 per cent. You may be earning just 2

Tue, 09 Jun 2026 18:46:37 +0530

Your broker app shows a REIT yielding 6 per cent, but much of that payout is your own capital returning. One REIT's real income yield is just 1.8 per cent.

6 equity funds move up our ratings this month

Tue, 09 Jun 2026 14:59:33 +0530

Six equity funds climbed our ratings this month, including a flexi-cap that debuted at five stars. See which tax-savers and mid- and small-cap funds made the cut.

Why gold funds just shut their biggest taps

Sat, 06 Jun 2026 09:48:33 +0530

HDFC, ICICI Prudential and Nippon have blocked large gold ETF subscriptions to defend the rupee. Here is what the cap means for your SIP, lumpsum and multi-asset fund.

The small-cap funds that outgrew their own returns

Fri, 05 Jun 2026 10:39:04 +0530

As small-cap funds grow in size, their alpha over the Nifty Smallcap 250 shrank or turned negative. Here is why size is hurting your small-cap fund’s returns.

Most international funds are shut. These 12 still take SIPs

Wed, 03 Jun 2026 15:44:39 +0530

Of 66 international funds tracked, only 12 accept fresh SIPs and 3 take lumpsums. Here is the full list, why most doors are shut and how to pick from what is open.

A five-star rating already? This fund says yes

Sun, 31 May 2026 10:00:00 +0530

Three years old and already in the top 10 per cent of its category. HSBC Multi Cap Fund beats peers on rolling returns, SIP performance and diversification. Is it worth buying?

The most cash-heavy funds are finally buying again

Fri, 29 May 2026 13:00:00 +0530

Six of the 10 most cash-heavy equity funds have cut their holdings as the Nifty 500 P/E dropped from 28x to 23.8x. Here is what this deployment signal means for investors.

Why Parag Parikh is so bullish on REITs

Thu, 28 May 2026 10:59:24 +0530

Parag Parikh's flexi cap and ELSS funds now hold up to 4.8 per cent in REITs. Here is what Rajeev Thakkar sees in them, how REITs have performed and the risks involved.