Value Research

What should be a retiree’s allocation to equity if he doesn’t need income from this investment? 12.08.2021 1:57 ↓

Dhirendra Kumar talks about an asset allocation plan for a retiree with no dependence on his investments for income.

Where should I invest Rs 8 lakh considering the current market scenario? 11.08.2021 2:18 ↓

Dhirendra Kumar explains how one can earn inflation-beating returns during current times

Between flexi cap and aggressive hybrid funds, where shall I invest Rs one lakh? 10.08.2021 2:27 ↓

Dhirendra Kumar explains how to choose the right fund category based on your needs and risk-taking capabilities

What is your opinion on SBI Bluechip Fund? 09.08.2021 1:22 ↓

Dhirendra Kumar explains if you should invest in this fund

Should one consider non-participating insurance schemes for regular income? 06.08.2021 1:59 ↓

Dhirendra Kumar talks about why non-linked insurance products don’t make sense and factors one should consider for deciding asset allocation when nearing retirement

Will a stock market crash impact debt funds? 05.08.2021 2:22 ↓

Dhirendra Kumar explains different variables that have a bearing on the fixed-income market

Should one invest in a gold fund through SIP? 04.08.2021 3:24 ↓

Dhirendra Kumar explains if investing in gold is productive in the long term

Should one move out entirely from regular plans? 03.08.2021 1:35 ↓

Dhirendra Kumar talks about the framework one should look at while deciding the suitability of direct plans and how to make the switch

Should an investor of the Banking and PSU fund exit due to a probable interest-rate hike? 02.08.2021 1:26 ↓

Dhirendra Kumar explains what to expect from your fixed-income funds

What should I do when a stock reaches its 52-week high? 30.07.2021 1:39 ↓

Dhirendra Kumar suggests looking beyond this numerical data when deciding the approach for performing stocks

What strategy to use when switching from a non-performing to a performing fund? 29.07.2021 2:01 ↓

Dhirendra Kumar tells what factors to analyse while making a switch

What is the importance of yield-to-maturity in debt funds? 28.07.2021 1:10 ↓

Dhirendra Kumar sheds light on what yield-to-maturity denotes and how should investors look at it

Which debt funds should one invest in for better post-tax return after the latest RBI policy? 27.07.2021 1:58 ↓

Dhirendra Kumar talks about the factors to consider before choosing a debt fund

Is a combination of ETF and NPS suitable for a low-risk investor? 26.07.2021 1:42 ↓

Ashutosh Gupta explains the pros and cons of investing in EPS-NPS combination

Should I include the emergency fund in my asset allocation plan? 23.07.2021 1:23 ↓

Ashutosh Gupta suggests focussing on investing suitably as per the needs and goals rather than a strict overall asset allocation of the portfolio

How should I spread my investments across sectors? 22.07.2021 1:51 ↓

Ashutosh Gupta discusses the right strategy for deciding sector allocation via stock investing

Is it a good strategy to invest in direct equity stocks through an SIP? 21.07.2021 6:10 ↓

Dhirendra Kumar explains the hierarchy an investor should follow based on his experience in the market

On nearing retirement, how should one begin to invest for generating regular income? 20.07.2021 4:22 ↓

Dhirendra Kumar explains the parameters one should consider while planning to invest for generating regular income post-retirement

Which funds should I liquidate while rebalancing the portfolio? 19.07.2021 1:40 ↓

Dhirendra Kumar explains how you should go about rebalancing your portfolio

In how many funds of the same category should one invest? 16.07.2021 1:07 ↓

Ashutosh Gupta explains how one should decide about the number of funds to buy in the same category

How often should a mutual fund portfolio be reviewed for re-jigging or rationalisation? 15.07.2021 3:16 ↓

It may be worthwhile to check debt funds on certain parameters more often, advices Ashutosh Gupta

Are ESG funds good for an equity portfolio? 14.07.2021 3:00 ↓

Ashutosh Gupta explains if it makes sense to invest in ESG funds

Should we invest in multiple funds managed by the same fund manager? 13.07.2021 1:10 ↓

Ashutosh Gupta explains the importance of diversification across fund houses

Are balanced advantage funds protected from the downside risk? 09.07.2021 1:49 ↓

These funds allocate some portion of their money in equity, so the magnitude of impact would vary significantly across different funds, says Ashutosh Gupta

How should a retiree lock gains in the current bull run? 08.07.2021 4:29 ↓

Dhirendra Kumar talks about the right approach to locking equity gains and why it makes sense to invest in debt funds