Value Research Online

A global fund reopens even as others keep shutting

Fri, 14 Aug 2026 12:04:47 +0530

Some global mutual funds have reopened SIPs while others remain frozen. See which funds are open, why limits matter and how global ETFs compare..

Parag Parikh's Thakkar promises single-digit cash

Mon, 10 Aug 2026 13:43:42 +0530

Parag Parikh Flexi Cap Fund manager and fund house CIO Rajeev Thakkar explains the fund’s current cash position, recent underperformance and investment strategy.

15%+ returns in 10 years: 9 flexi-cap funds that did it

Mon, 10 Aug 2026 09:00:00 +0530

These nine flexi-cap funds delivered over 15 per cent SIP returns in 10 years. Compare their performance, portfolios, ratings and find out if they're right for you.

PGIM and Edelweiss pause existing SIPs in global funds

Fri, 07 Aug 2026 15:47:36 +0530

Global mutual fund SIPs are shutting across fund houses. See what it means for your investments, ETF premiums and alternative ways to invest abroad.

4 equity funds get a ratings upgrade in July. Own any?

Wed, 05 Aug 2026 11:12:03 +0530

See which four equity mutual funds earned a Value Research ratings upgrade in July 2026, what improved their rankings and what investors should watch next.

2026 has already sacked last year's winners

Sun, 02 Aug 2026 11:15:05 +0530

Mutual fund returns in 2026 swung sharply across categories. See which funds led, which lagged and the one portfolio move investors should actually make.

Domestic mutual funds that own foreign equity

Fri, 31 Jul 2026 18:22:48 +0530

International mutual funds are shut to new SIPs. See which Indian mutual funds still own global stocks like Alphabet, Amazon and Microsoft and other ways to invest abroad.

No global fund will start your SIPs; ETFs cost extra

Fri, 24 Jul 2026 14:57:11 +0530

All international mutual funds have stopped new SIP registrations. Here's why, what options remain, and the hidden cost of investing through global ETFs.

Manufacturing funds won last year. Long record, a coin toss

Tue, 21 Jul 2026 15:27:41 +0530

Manufacturing funds shone over the past year, but long-term data tells a different story. Here's what the numbers say before you think of investing.

The cost of 'dynamism'

Mon, 20 Jul 2026

Only four of 23 dynamic bond funds beat the average short-duration fund over three years. Here is why the flexibility promise has not translated into better returns.

Buying the world at a premium

Mon, 20 Jul 2026

Three fund houses shut 11 international funds to fresh SIPs in July 2026. Only one fund remains open. Here is what the ETF route costs and how to weigh the premium risk.

The fall your SIP didn't feel

Mon, 20 Jul 2026

The Sensex had its worst first half since Covid, but SIP investors fared much better. Here's what your actual returns say before you make any changes.

The last global fund taking new SIPs

Fri, 17 Jul 2026 10:24:26 +0530

Every international fund bar one has now shut to fresh SIPs. Here is the state of the market, why ETF premiums are distorting returns and which funds trade above their NAV.

4 large & midcap funds turned a ₹10K SIP to ₹30L+ in 10 yrs

Wed, 15 Jul 2026 20:13:10 +0530

Compare the best large & midcap funds based on 10-year SIP returns, portfolio, expense ratio and Value Research Rating before choosing your next investment.

The passive way to ride India's PSU boom

Mon, 13 Jul 2026 18:55:19 +0530

Compare Nifty CPSE, Bharat 22, Nifty PSE and BSE PSU indices on holdings, concentration, overlap and long-term returns before choosing a PSU index fund.

Just one international fund is still open to new SIPs

Fri, 10 Jul 2026 11:36:40 +0530

Eleven international funds stopped accepting new SIPs this week after hitting the RBI's foreign investment cap. Only one fund remains open. Here's what it means for you.

You think you own three funds. You may own one

Thu, 09 Jul 2026 19:22:26 +0530

Twenty seven per cent of the time, all funds from one AMC finished together in rankings. Here is why fund-house concentration is a hidden diversification risk and how to fix it.

"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.