CATEGORIES

Error of omission vs error of commission
Mutual Fund Insight

Error of omission vs error of commission

Rather the former than the latter

time-read
3 mins  |
July 2023
A Tax In Time Saves You Dime
Mutual Fund Insight

A Tax In Time Saves You Dime

Taxes aren’t always bad for your investments. Here’s when you shouldn’t avoid them

time-read
4 mins  |
June 2023
Complexity over simplicity
Mutual Fund Insight

Complexity over simplicity

The perils of us ignoring simple investment options for exotic structures

time-read
3 mins  |
June 2023
'Value reset is behind us'
Mutual Fund Insight

'Value reset is behind us'

Neelesh Surana, a seasoned fund manager with a strong long-term track record, explains his optimism for new-age companies, and more

time-read
5 mins  |
June 2023
The Peace of Mind Service
Mutual Fund Insight

The Peace of Mind Service

Here’s the most valuable aspect of our Value Research Premium service Service

time-read
3 mins  |
June 2023
INVESTING BLUNDERS: NEVER DO THESE FIVE FOOLISH THINGS
Mutual Fund Insight

INVESTING BLUNDERS: NEVER DO THESE FIVE FOOLISH THINGS

When it comes to doing something well, there are two kinds of activities in this world. One, where you have to do the right things, or you will not succeed. And two, where all you have to do is avoid doing the wrong things, and you will succeed

time-read
6 mins  |
June 2023
Your Tax Report
Mutual Fund Insight

Your Tax Report

There's no better way for investors to keep track of their taxation than Value Research Online investment-related

time-read
4 mins  |
May 2023
MASTERING Mutual Fund Tax Changes
Mutual Fund Insight

MASTERING Mutual Fund Tax Changes

A step-by-step guide to paying less tax on your earnings

time-read
7 mins  |
May 2023
'Valuation risk has significantly reduced'
Mutual Fund Insight

'Valuation risk has significantly reduced'

Harsha Upadhyaya explains the reasons for his funds' lean phase in 2020-21 and the recovery thereafter

time-read
6 mins  |
May 2023
Simplifying SEBI's new mutual fund changes
Mutual Fund Insight

Simplifying SEBI's new mutual fund changes

The markets watchdog’s new initiatives can alter and strengthen your rules of engagement

time-read
2 mins  |
May 2023
Should You Prepay Your Home Loan?
Mutual Fund Insight

Should You Prepay Your Home Loan?

Sunaina wants to know if she should use her annual bonus to prepay her home loan or invest in equities

time-read
4 mins  |
April 2023
Good times ahead
Mutual Fund Insight

Good times ahead

A promising outlook with the headwinds of 2022 in the rearview is setting short-duration funds up for some good returns this year

time-read
3 mins  |
April 2023
'We're not deep value, quality or growth at any price investors'
Mutual Fund Insight

'We're not deep value, quality or growth at any price investors'

Rahul Singh explains what’s worked and what’s not since he took over the reins of Tata AMC’s equity division

time-read
7 mins  |
April 2023
Let India Make You Rich
Mutual Fund Insight

Let India Make You Rich

Did you miss the bus? Don’t be sad, embarrassed, or defensive. Some 90+ percent of our country also missed it.

time-read
9 mins  |
April 2023
The real goal
Mutual Fund Insight

The real goal

It's now easier to invest in mutual funds, get good returns and meet the financial goals of your life than it has ever been before.

time-read
4 mins  |
April 2023
Too passive?
Mutual Fund Insight

Too passive?

To the list of red-hot debates among investors, you can add the ‘passive versus active’ dispute right on top.

time-read
3 mins  |
April 2023
A 2023 roadmap for international investors
Mutual Fund Insight

A 2023 roadmap for international investors

Mind the bump! Overcome that and it should help you in the long run

time-read
4 mins  |
April 2023
How To Save Income Tax At The Last Minute
Mutual Fund Insight

How To Save Income Tax At The Last Minute

These simple things can help you save thousands of rupees but you must act fast while you still have time

time-read
4 mins  |
March 2023
'2023 will perhaps be a year where some growth challenges come to the fore'
Mutual Fund Insight

'2023 will perhaps be a year where some growth challenges come to the fore'

Roshi Jain, who is at the helm of managing a few of the prominent schemes at HDFC AMC, shares her tenets of managing the schemes. Jain, who is a Senior Fund Manager at the fund house, says that Indian markets are trading at a premium to global markets and investors should brace for volatility.

time-read
6 mins  |
March 2023
Budget FAQs
Mutual Fund Insight

Budget FAQs

Frequently Asked Questions about BUDGET

time-read
4 mins  |
March 2023
DON'T PUT OFF TAX SAVING TILL THE LAST MINUTE
Mutual Fund Insight

DON'T PUT OFF TAX SAVING TILL THE LAST MINUTE

\"The main problem with today's generation is that they never feel they have enough to save\"

time-read
2 mins  |
March 2023
Persuading yourself to be a saver
Mutual Fund Insight

Persuading yourself to be a saver

How to save enough for the future without being a miser

time-read
4 mins  |
March 2023
The brightest gem in the 80C basket
Mutual Fund Insight

The brightest gem in the 80C basket

In spite of the boost given to the new tax regime in the recent Union Budget, tax-saving funds remain a useful option for those opting for the old tax system

time-read
3 mins  |
March 2023
India's best life insurance plans
Mutual Fund Insight

India's best life insurance plans

Unsung heroes rarely get the attention they deserve. They do their job better, are the lifeblood of any ecosystem, but remain criminally hidden in plain sight. The good-old life term plans are one such example. If someone received secondary treatment, it was them. But that's all. about to change now.

time-read
8 mins  |
March 2023
Negative Return, Positive Investors
Mutual Fund Insight

Negative Return, Positive Investors

2022 was not a pleasant year for mid-cap and small-cap investors.But investors don't seem to have lost faith in this segment as yet. That's good.

time-read
3 mins  |
February 2023
How to save tax after selling a house
Mutual Fund Insight

How to save tax after selling a house

Atin has sold a house for a profit and wants to know how he can save tax. He has three options.

time-read
3 mins  |
February 2023
Mind your expenses
Mutual Fund Insight

Mind your expenses

More than the quantum, it's the way expense ratios are configured which needs a rethink

time-read
4 mins  |
February 2023
How to surrender your life-insurance policy
Mutual Fund Insight

How to surrender your life-insurance policy

Life insurance is among the most mis-sold products. Here's which type of life-insurance policies you should have and how to exit the undesirable ones.

time-read
4 mins  |
February 2023
Welcome 2023
Mutual Fund Insight

Welcome 2023

Lessons from the year gone by and how to profit from them this year

time-read
9 mins  |
February 2023
'I am a perennial bull on small and mid caps'
Mutual Fund Insight

'I am a perennial bull on small and mid caps'

R Srinivasan, CIO - Equity at SBI Mutual Fund and the chief architect of SBI Small Cap Fund's dream run, is an interviewer's dream. Unlike many folks in the industry, he is comfortable tackling the most unpleasant of questions. There's also the fact that he is one of the few fund managers in the industry who has made his name by using the bottom-up approach to choosing stocks (a style of stock selection that focuses more on the company stock and less on market cycles). \"I am not much of a macro expert,\" he tells us matter-of-factly. This streak of honesty carries through the rest of the conversation as he talks about his stock holdings, market valuations and the small-cap universe.

time-read
5 mins  |
February 2023