Value Research Online

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.

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.