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Value Research
Value Research is an investment research company that has been empowering investors since 1991. For more from us, visit https://www.valueresearchonline.com/
COVID, control and risk
Strangely, investors often worry about things that they cannot control. But they ignore the things that they can actually control
- Voice Over by Ruchira Sharma
04:1302/06/2021
Where should one park his surplus money for short-term needs?
Dhirendra Kumar suggests a plan for parking for short-term needs
01:3702/06/2021
How to achieve a diversified portfolio through fund investment?
Dhirendra Kumar reviews a portfolio and highlights the importance of diversification of different kinds
02:1901/06/2021
How to reduce the number of funds in a portfolio and what would be its tax implications?
Dhirendra Kumar explains how one can streamline their portfolio and how the resulting LTCG would be taxed
05:0631/05/2021
How to evaluate a mutual fund’s performance?
Dhirendra Kumar discusses the parameters to look at while choosing a fund
01:3828/05/2021
Are the sale proceeds of year-end transactions considered in the same year or the next?
Dhirendra Kumar explains how year-end mutual fund transactions are considered
00:5727/05/2021
The trade pushers
Easy mass adoption of the riskiest kind of trading behaviour is setting up a new generation for catastrophic losses
- Voice Over by Ruchira Sharma
04:3926/05/2021
Which is a good mutual fund with a dividend option?
Dhirendra Kumar explains why dividend may not be the parameter to consider while choosing a fund
02:1926/05/2021
Considering the current market scenario, which category of funds should I invest in?
Dhirendra Kumar talks about the funds that one should invest in, irrespective of the market condition
02:0725/05/2021
How is Mirae Asset NYSE FANG+ ETF FoF different from Motilal Oswal Nasdaq 100 FoF?
Dhirendra Kumar sheds light on the recently launched Mirae Asset NYSE FANG+ ETF FoF
02:4824/05/2021
How is the expense ratio charged on my mutual fund investments?
Dhirendra Kumar explains the mechanism of expense ratio in mutual funds
03:0721/05/2021
What should be the investment strategy for a bear market?
Dhirendra Kumar explains how sticking to your asset allocation plan can help you benefit from a big decline in the market
04:2220/05/2021
Dangerously efficient
The pandemic has made us realise that for both businesses and individuals, it's possible to be harmfully efficient
- Voice Over by Ruchira Sharma
04:3920/05/2021
Should I choose a flexi cap or aggressive hybrids to set up an SWP?
Dhirendra Kumar helps you set up an SWP with a three per cent withdrawal rate
01:4719/05/2021
Where should a retiree invest to generate regular income?
Dhirendra Kumar decodes portfolio building for retirees
01:1518/05/2021
Should I wait for market correction to invest in equity funds?
Dhirendra Kumar explains if it’s wise to wait for a market correction and the investment plan to follow
01:1017/05/2021
Are P/E and P/B ratios relevant when it comes to selecting a mutual fund scheme?
Dhirendra Kumar helps understand the utility of valuation ratios for investing in stocks and mutual funds
01:4714/05/2021
Out of FOFs and actively managed international funds, which one should investors go for?
Choose a fund which has all the things that you look for in an equity fund, says Dhirendra Kumar
01:1013/05/2021
Nothing changes
As the Chinese virus returns with a vengeance, Dhirendra Kumar says there may be no logic for making changes in your savings management
- Voice Over by Ruchira Sharma
04:1512/05/2021
What are your views on SEBI’s new rule for Mutual Fund manager’s compensation?
While the new SEBI regulation is right in principle, it has certain drawbacks as well, says Dhirendra Kumar
02:3011/05/2021
Should I redeem part of my EPF investment to invest in equity?
Irrespective of your investment horizon, one–third or one–fourth of your total corpus should be in fixed income, suggests Dhirendra Kumar
02:1010/05/2021
How to rebalance a portfolio in the case of SIP investments?
Dhirendra Kumar suggests a simple way of rebalancing your portfolio without attracting short-term capital gains tax
01:4707/05/2021
Are corporate-bond funds better than short-duration funds?
Here’s what Dhirendra Kumar thinks about corporate-bond funds
01:3706/05/2021
Where and how should I invest right now?
Dhirendra Kumar explains why SIP s are important
04:2205/05/2021
How do interest rates affect debt funds?
Dhirendra Kumar explains how fluctuations in interest rates affect the returns from debt funds
02:3504/05/2021
With an impending market correction, should I book profits from equity funds and invest in gold?
Dhirendra Kumar shares his views on investments in gold funds
03:3103/05/2021
To increase my SIP amount, should I cancel the current SIP & start a new one?
Ashutosh Gupta discusses various alternatives to increase the SIP amount and the conditions when they are relevant
03:4129/04/2021
With Mirae Asset Emerging Bluechip now having a cap on the SIP amount, should I exit it?
Ashutosh Gupta suggests how to invest in a fund that has restricted fresh inflows
01:3128/04/2021
Out of NPS and PPF, which one is better?
For any period of 10–15 years or more, the NPS should be the right choice, suggests Dhirendra Kumar
01:0227/04/2021
Investing in debt funds in an increasing interest rate regime
Certain factors have contributed to an increase in bond yields from the start of this year. Hence avoid investing in longer maturity debt funds, suggests Ashutosh Gupta
01:4626/04/2021
Everyday Economics: Is India pricing Covid vaccines correctly?
Puja Mehra speaks with Prof. Amartya Lahiri, Professor of Economics at University of British Columbia, about if India’s Covid vaccination procurement and differential pricing policies are good enough to end the health and economic crises quickly
32:2325/04/2021
Flexi-cap vs small-cap fund
Unperturbed by the uncertainty in the markets, then go for small-cap funds. Otherwise flexi-cap funds would be the right choice, suggests Dhirendra Kumar
02:1123/04/2021
The framework for regular income post retirement
Ashutosh Gupta discusses how one should go about investing for deriving regular income post retirement
02:5022/04/2021
Taxation of international funds
Dhirendra Kumar talks about the taxation of international funds and how in certain cases, it can be superior to the taxation of Indian equity funds.
03:2321/04/2021
Different ways to invest in Gold
Capital gains realised on the maturity of SGBs is tax-free, informs Dhirendra Kumar
01:4819/04/2021
Reliability of the risk-o-meter
Ashutosh Gupta discusses the relevance of the revised risk-o-meter
02:3215/04/2021
Can I redeem my ELSS investments at one go?
The lock-in period of three years will be counted for each of the SIP instalments separately from their respective dates, tells Dhirendra Kumar
01:4613/04/2021
Should retirees continue investing in equity?
Even retirees should have some allocation to equity to generate inflation-beating returns over the long term, suggests Ashutosh Gupta
01:1212/04/2021
How are the capital gains from mutual funds for NRIs taxed?
Ashutosh Gupta gives a broad idea about taxation for NRIs and how the Double Taxation Avoidance Agreement concept works.
02:1609/04/2021
Lump-sum investments in Axis Mid Cap Fund
Ashutosh Gupta highlights the factors that should be considered before making lump-sum investments.
01:2708/04/2021
Is it worth investing in a second house?
For a retail investor, it is generally advisable not to buy a house from investment purpose, says Dhirendra Kumar
01:3007/04/2021
Should one invest in short-duration funds or keep the funds in a savings account?
If your investment horizon is two years or upwards, then short-durations funds would be fine, says Ashutosh Gupta
02:2105/04/2021
Should one consider P/B and P/E ratios while selecting a mutual fund?
Focus on identifying funds with a consistently good track record and only then look at their valuation ratios to bring style diversity, suggests Ashutosh Gupta
01:5702/04/2021
Investing in debt mutual funds instead of directly investing in bonds
Ashutosh Gupta sheds light on the advantages of investing in bond funds vis-à-vis direct bond investments
02:1601/04/2021
Everyday Economics: Net-zero emission economy: Policy nightmare or a multi-trillion-dollar market?
Puja Mehra speaks with Mr. Jayant Sinha, Chairperson, Standing Committee on Finance, about his Private Members’ Bill in Parliament on turning carbon neutrality commitments into a long-term strategy for attracting jobs and global investments to India
26:3601/04/2021
Appropriate funds to get international exposure
The US market probably offers the widest choice of fundamentally strong and globally competitive businesses, tells Ashutosh Gupta
01:4431/03/2021
Maximum percentage allocation to mid- and small-cap funds in a portfolio
Mid- and small-cap funds should not have more than 25–30 per cent allocation in the overall portfolio, suggests Ashutosh Gupta.
01:2130/03/2021
Allocation to index funds and active funds in a portfolio
There is no fixed rule to determine the allocation to actively managed funds vs index funds. However, here are a few considerations to keep in mind, says Ashutosh Gupta
02:4024/03/2021
How will my SIP investments get updated in VR portfolio post SEBI’s new NAV rules?
Periodical use of the auto-import functionality would help you accurately track your SIPs, informs Ashutosh Gupta
02:2523/03/2021
Where should I invest now to save taxes?
Here are some good tax-saving mutual-fund schemes suggested by Dhirendra Kumar to invest for saving taxes
02:1322/03/2021