Value Research

Why is the NAV of different index funds tracking the same index different? 24.11.2021 1:07 ↓

Dhirendra Kumar explains why the absolute value of a fund’s NAV doesn’t matter

What is the three-bucket strategy to get regular income from retirement corpus? 23.11.2021 3:28 ↓

Ashutosh Gupta explains the mechanism of this strategy and suggests funds suitable for each bucket

Is it fine to invest more than Rs 1.5 lakh in an ELSS? 22.11.2021 1:13 ↓

Dhirendra Kumar explains if it’s wise to exceed the 80C limit in ELSS

Should you redeem investment from a small-cap fund in a bull run? 19.11.2021 1:30 ↓

Ashutosh Gupta talks about the guiding principle one should follow to assess the small-cap allocation in their portfolio

How is the holding period calculated for taxation purposes in the case of two merged equity schemes? 18.11.2021 0:57 ↓

Ashutosh Gupta explains if and how a scheme merger affects one’s tax liability

Should an SWP be done from equity, hybrid, or debt fund? 17.11.2021 1:43 ↓

Ashutosh Gupta discusses how one should go about investing for deriving regular income post-retirement

I‘ve just started my career. Where should I invest? 16.11.2021 1:36 ↓

Ashutosh Gupta advises about investment strategies for a beginner

Is it okay to have all SIPs on one date? 15.11.2021 0:58 ↓

Ashutosh Gupta explains if there is any drawback to having all SIPs on a single date

How can the same fund have different ratings for its Regular and Direct plan? 12.11.2021 1:27 ↓

Ashutosh Gupta explains the reason for different ratings of two plans of the same fund

How should a 20-year-old start SIP in mutual funds for retirement planning? 11.11.2021 1:24 ↓

Ashutosh Gupta explains how to plan for retirement at an early age

Should I diversify Rs 20,000 SIP across fund houses or continue with one SIP? 10.11.2021 1:11 ↓

It is highly desirable that to add at least one more fund to the portfolio to ensure diversification, suggests Ashutosh Gupta

How do I invest Rs 30,000 a month over 15 years for my 1-year-old kid’s education? 09.11.2021 1:41 ↓

Ashutosh Gupta explains how to plan and invest for a child’s higher education

How can I compare two or more mutual funds? 08.11.2021 1:08 ↓

Ashutosh Gupta tells how one can use the Fund Compare tool for comparing two different funds.

Should I invest in all 10 recommended funds in the Growth bucket on VR Premium? 06.11.2021 1:11 ↓

Ashutosh Gupta talks about the optimum number of funds in your portfolio and how to choose them using Value Research’s Portfolio Planner tool

Should I save to buy a house or invest in equity? 05.11.2021 3:39 ↓

Ashutosh Gupta talks about the factors to consider before buying a house

How should a retiree with Rs 1 crore invest his money? 03.11.2021 2:00 ↓

Dhirendra Kumar explains the factors to consider while devising an investment strategy to generate regular income

How many short-duration funds should I invest in for my retirement? 02.11.2021 1:14 ↓

Ashutosh Gupta suggests the ideal number of funds for diversification

Are liquid funds the best choice for parking emergency corpus? 01.11.2021 2:06 ↓

Don’t think of emergency money in liquid funds as a sub-optimal allocation, suggests Ashutosh Gupta

What amount is sufficient for emergency corpus? 29.10.2021 0:59 ↓

Dhirendra Kumar talks about the factors that determine the emergency corpus one should have

Should one move the profit of small and mid-cap funds to debt mutual funds? 28.10.2021 2:11 ↓

Dhirendra Kumar explains if moving the gains to debt funds is a wise idea

Is SWP a better way to derive regular income in old age than dividends? 27.10.2021 1:58 ↓

Dhirendra Kumar explains which is a better option to derive income post-retirement

Should ESG funds form a part of your equity portfolio? 26.10.2021 1:49 ↓

Dhirendra Kumar explains the investment case for such funds

Should I book profit and reinvest? 25.10.2021 1:19 ↓

Dhirendra Kumar explains if it’s wise to time the market

What is an alternative to an annuity plan for regular income? 22.10.2021 3:40 ↓

Dhirendra Kumar explains how to design an appropriate withdrawal plan

Is it advisable to continue with PPF after retirement? 21.10.2021 3:04 ↓

Dhirendra Kumar explains if it would be wise to invest in PPF after retirement