Value Research Online

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.

These 5 funds will help you sleep peacefully through crashes

Fri, 22 May 2026 13:00:00 +0530

Hybrid funds have fallen less than the Nifty 500 in every major crash since 2013. Here is how each type differs on downside protection and which one suits your risk appetite.

5 large-cap funds that have fallen the least in this crash

Wed, 20 May 2026 13:00:00 +0530

The BSE 100 is down 9 per cent from its January peak, hit hardest by IT and financials. These five large-cap funds have lost the least. See how they compare.

IT crashed 27%. 177 funds cut their exposure. 26 raised it

Wed, 20 May 2026 10:00:00 +0530

Anthropic's February announcement triggered a 27 per cent fall in Nifty IT. Of 203 diversified funds, 177 cut tech exposure while 26 bought the dip. Here’s what each side is betting on.

A first in India's gold history

Wed, 20 May 2026

India bought 82 tonnes of gold for investment and 66 for jewellery in Q1 2026. But with a 10 per cent chance of losses over five years, gold is a cushion, not the core.

International funds open for investment right now

Wed, 20 May 2026

Fifteen international funds are currently accepting fresh investments. One-year returns go up to 81.6%. See which funds are open for lumpsum and SIP investments.

SIP in a hot market?

Wed, 20 May 2026

SIPs started at overvalued markets returned 12 per cent over 15 years. So did those started at cheap levels. Here is what the Sensex P/E data says about timing and returns.

Switch to direct? The tax hurts less than you think

Fri, 15 May 2026 15:04:34 +0530

A Rs 1.2 lakh tax hit on switching is recovered in five years. By year 20, direct plans pull ahead by Rs 60 lakh on the same Rs 10,000 SIP. Here is the full analysis.

Is your diversified fund secretly a Nifty 100 index fund?

Tue, 12 May 2026 10:00:00 +0530

Five diversified equity funds overlap 50-61 per cent with the Nifty 100, yet charge active fees. Four of the five posted negative alpha over three years. We find out why.

3 small-cap funds that grew ₹10K SIPs into ₹35L+ in 10 yrs

Sun, 10 May 2026 08:00:00 +0530

Three small-cap mutual funds — Quant, Nippon India and Axis — turned a ₹10,000 monthly SIP into over ₹35 lakh in a decade. See their 10-year returns, AUM and top holdings.

These 5 equity funds got upgraded to 4 stars this month

Thu, 07 May 2026 11:13:32 +0530

Value Research upgraded five equity mutual funds from three to four stars this month based on risk-adjusted performance. We explore the month’s winners.