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Value Research

Value Research

1,044 episodes — Page 19 of 21

Ep 314Should one move out entirely from regular plans?

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

Aug 3, 20211 min

Ep 313Should an investor of the Banking and PSU fund exit due to a probable interest-rate hike?

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

Aug 2, 20211 min

Ep 312What should I do when a stock reaches its 52-week high?

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

Jul 30, 20211 min

Ep 311What strategy to use when switching from a non-performing to a performing fund?

Dhirendra Kumar tells what factors to analyse while making a switch

Jul 29, 20212 min

Ep 310What is the importance of yield-to-maturity in debt funds?

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

Jul 28, 20211 min

Ep 309Which debt funds should one invest in for better post-tax return after the latest RBI policy?

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

Jul 27, 20211 min

Ep 308Is a combination of ETF and NPS suitable for a low-risk investor?

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

Jul 26, 20211 min

Ep 307Should I include the emergency fund in my asset allocation plan?

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

Jul 23, 20211 min

Ep 306How should I spread my investments across sectors?

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

Jul 22, 20211 min

Ep 305Is it a good strategy to invest in direct equity stocks through an SIP?

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

Jul 21, 20216 min

Ep 304On nearing retirement, how should one begin to invest for generating regular income?

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

Jul 20, 20214 min

Ep 303Which funds should I liquidate while rebalancing the portfolio?

Dhirendra Kumar explains how you should go about rebalancing your portfolio

Jul 19, 20211 min

Ep 302In how many funds of the same category should one invest?

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

Jul 16, 20211 min

Ep 301How often should a mutual fund portfolio be reviewed for re-jigging or rationalisation?

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

Jul 15, 20213 min

Ep 300Are ESG funds good for an equity portfolio?

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

Jul 14, 20213 min

Ep 299Should we invest in multiple funds managed by the same fund manager?

Ashutosh Gupta explains the importance of diversification across fund houses

Jul 13, 20211 min

Ep 298Are balanced advantage funds protected from the downside risk?

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

Jul 9, 20211 min

Ep 297How should a retiree lock gains in the current bull run?

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

Jul 8, 20214 min

Ep 296What is the difference between credit risk funds and corporate bond funds?

Ashutosh Gupta explains why it isn’t safe to park money meant for SIPs in them

Jul 7, 20212 min

Ep 295What happens to the dividends in an ETF?

Ashutosh Gupta explains why investors don’t receive dividends from ETFs

Jul 6, 20210 min

Ep 294What are the risks of investing in short-duration debt funds?

Ashutosh Gupta sheds light on interest rate risk and credit risk profile of short-duration funds

Jul 5, 20212 min

Ep 293Is the current market rally justified?

The current market rally is driven by liquidity, tells Dhirendra Kumar

Jul 2, 20211 min

Ep 292The RBI is printing far too much money. Who is becoming richer and who is poorer?

Puja Mehra speaks with Prof. Gurbachan Singh, an independent economist, about the state of the Indian economy and the demands for RBI to print more money so that the government can spend it to revive the economy and ease people’s hardships.

Jul 2, 202155 min

Ep 291Which debt fund would you suggest to get two–three per cent extra return than a fixed deposit?

Dhirendra Kumar helps you choose the right debt fund for your needs

Jul 1, 20211 min

Ep 290Another fix for NPS

A small change in the NPS rules points savers to what is still an underutilised mode of planning for retirement Read by Ruchira Sharma https://www.valueresearchonline.com/stories/49453/another-fix-for-nps/

Jun 30, 20214 min

Ep 289Should one continue with SIP in small-cap funds in the current scenario?

Small-cap funds have the potential to deliver superior returns over the long term than most other categories, says Dhirendra Kumar

Jun 30, 20211 min

Ep 288Do mutual funds invest in IPOs?

Dhirendra Kumar explains the stance of mutual funds on IPOs

Jun 29, 20213 min

Ep 287When does a liquid fund give negative returns?

Dhirendra Kumar talks about the reasons why liquid funds can deliver negative returns

Jun 28, 20213 min

Ep 286Which is a better option to invest in the index - Nifty BeES or index funds?

Dhirendra Kumar suggests the right fund for a hassle-free investment

Jun 25, 20211 min

Ep 285What is the best investment strategy for a beginner?

Ashutosh Gupta explains the investment plan for a person who has just started his professional career

Jun 24, 20212 min

Ep 283Shall I redeem my mutual fund investments now to book profit?

Dhirendra Kumar talks about the drivers to exit a fund

Jun 23, 20211 min

Ep 284Not a wasted crisis

Crises often result in reform, thus benefitting in the long run. But investors need not wait for them to do what's right https://www.valueresearchonline.com/stories/49448/not-a-wasted-crisis/ - Read by Ruchira Sharma

Jun 23, 20214 min

Ep 282What are the tax implications while switching from one scheme to another under the same fund house?

Ashutosh Gupta sheds light on capital gains tax rules when switching between mutual fund schemes in the same fund house

Jun 22, 20211 min

Ep 281What happens to the dividend received by mutual funds?

Dhirendra Kumar explains the treatment of dividend accumulated in case of mutual funds

Jun 21, 20214 min

Ep 280Out of index funds and ETFs, which is better?

Ashutosh Gupta talks about the pros and cons of index funds and ETFs

Jun 18, 20213 min

Ep 279Where should a retiree invest a corpus of Rs 3 crore to generate a monthly income of Rs 1.5 lakh?

Dhirendra Kumar explains how one can build a portfolio to generate a fixed monthly income

Jun 17, 20211 min

Ep 278Crime and speculation

Not only does Bitcoin fail to create economic value, but it is also becoming a menace due to its use in criminal activities Read by Ruchira Sharma

Jun 16, 20214 min

Ep 277Would you suggest balanced advantage funds to generate steady income after retirement?

Dhirendra Kumar suggests avenues to invest in for post-retirement income

Jun 16, 20211 min

Ep 276How to create a healthcare corpus?

Ashutosh Gupta talks about the importance of health insurance

Jun 15, 20212 min

Ep 275What are the pros and cons of investing in mutual funds in the name of a minor?

Ashutosh Gupta talks about the considerations one must keep in mind regarding mutual fund investments in the name of a minor

Jun 14, 20211 min

Ep 274How to choose a mutual fund?

Dhirendra Kumar explains how to narrow down on the right fund that suits your needs

Jun 11, 20212 min

Ep 272What is XIRR?

Dhirendra Kumar explains the popular term for referring to the returns earned on mutual fund investments

Jun 10, 20212 min

Ep 273Dividends were never dividends

Mutual fund dividend plans have been renamed income distribution cum capital withdrawal plans, but that's not the real story - Voice Over by Ruchira Sharma

Jun 10, 20214 min

Ep 271How safe are arbitrage funds? Should they form a part of an investor’s portfolio?

Ashutosh Gupta discusses the investment case of arbitrage funds

Jun 9, 20213 min

Ep 270For a time horizon of seven years, should I shift from debt to equity in lump sum?

Ashutosh Gupta explains why one should never commit to equity investing in a lump sum

Jun 8, 20211 min

Ep 269Is it worth investing in Sovereign Gold Bonds?

Dhirendra Kumar talks about gold as an investment class

Jun 7, 20212 min

Ep 268Is it a good time to redeem investment from a pharma mutual fund?

Dhirendra Kumar explains whether you should invest in pharma funds

Jun 4, 20210 min

Ep 267What’s the market outlook for the weeks ahead?

Dhirendra Kumar explains the reason behind a rising trend in the stock market

Jun 3, 20211 min

Ep 266COVID, 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

Jun 2, 20214 min

Ep 265Where should one park his surplus money for short-term needs?

Dhirendra Kumar suggests a plan for parking for short-term needs

Jun 2, 20211 min