Value Research Online

Small caps had a tough year. This fund made 20%. How?

Tue, 28 Apr 2026 15:33:43 +0530

The fund gave 20 per cent when the small-cap category averaged 6 per cent. The edge came from the GARV approach: targeting 25-30 per cent earnings growth at reasonable valuations.

252% return in 1 year. But new investors can't invest. Why?

Fri, 24 Apr 2026 12:59:35 +0530

After delivering 252 per cent returns, the fund hit SEBI's overseas investment cap. Existing SIPs continue. Here is what it means if you are invested and what to do next.

Flexi-cap or large & mid-cap? The overlap may surprise you

Tue, 21 Apr 2026 15:03:28 +0530

16 out of 31 flexi-cap and large & mid-cap pairs from the same fund house share more than 40 per cent of their portfolio. Here is what that means for your diversification.

Old risks, new enthusiasm

Mon, 20 Apr 2026 12:59:01 +0530

PSU bank stocks have surged but most five-year rolling return periods have lagged the broader market. The deep value argument no longer holds at 1.3 times price-to-book.

Multi-cap vs flexi-cap funds

Mon, 20 Apr 2026 12:58:04 +0530

Multi-cap funds have outperformed flexi-cap funds in every bull run since 2021, with better Sharpe ratios too. Here is what the data says and which one suits your risk appetite.

The world is your fund

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

A list of international funds accepting fresh lumpsum and SIP investments as of April 2026, with one-year returns ranging from 15 to 193 per cent across geographies.

Rs 3 lakh crore out. Should debt fund investors panic?

Fri, 17 Apr 2026 16:08:16 +0530

Debt mutual funds saw nearly Rs 3 lakh crore in outflows in March 2026. Here’s why this sharp drop is seasonal and not a reason for retail investors to panic.

6 large-cap fund winners: From ₹10K SIPs to ₹25L+ in 10 yrs

Fri, 17 Apr 2026 10:00:00 +0530

Most active large-cap funds trail the benchmark. Six didn't: a Rs 10,000 SIP crossed Rs 25 lakh in 10 years. See the ranked list and what separates the best.

Has gold lost its 'safe-haven' tag?

Wed, 15 Apr 2026 20:46:08 +0530

Gold, considered a safe haven, dropped twice as hard as Nifty in the wake of the US-Iran War. Is it no longer a safe haven? Here's what 20 years of data actually show.

Planning a 10-year SIP in mid-cap funds? Read this first

Sat, 13 Dec 2025 12:00:00 +0530

Moving between top-ranked mid-cap funds year after year delivers only average returns, with worse timing risk. Here's what to look for in a mid-cap fund you'll hold for 10 years.

Why is this veteran large & midcap fund losing ground?

Tue, 14 Apr 2026 16:58:29 +0530

Four years of underperformance isn't bad luck, it's structure. Here's what drove Aditya Birla Sun Life Large & Mid Cap Fund’s persistent gap and what to watch next.

More funds from the same AMC won't diversify your portfolio

Sun, 12 Apr 2026 10:00:00 +0530

When two funds share over 50 per cent of holdings, adding a third from the same AMC doesn't spread risk; it compounds it. Here’s why it happens and why it matters.

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

ICICI Prudential and Tata small-cap funds reopened after a 26 per cent fall; their deployment problem is fixed. Your question is different: time horizon, risk, allocation. Here it is.

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.