Value Research

Dhirendra Kumar reviews a portfolio and highlights the importance of diversification of different kinds

Dhirendra Kumar explains how one can streamline their portfolio and how the resulting LTCG would be taxed

Dhirendra Kumar discusses the parameters to look at while choosing a fund

Dhirendra Kumar explains how year-end mutual fund transactions are considered

Easy mass adoption of the riskiest kind of trading behaviour is setting up a new generation for catastrophic losses - Voice Over by Ruchira Sharma

Dhirendra Kumar explains why dividend may not be the parameter to consider while choosing a fund

Dhirendra Kumar talks about the funds that one should invest in, irrespective of the market condition

Dhirendra Kumar sheds light on the recently launched Mirae Asset NYSE FANG+ ETF FoF

Dhirendra Kumar explains the mechanism of expense ratio in mutual funds

Dhirendra Kumar explains how sticking to your asset allocation plan can help you benefit from a big decline in the market

The pandemic has made us realise that for both businesses and individuals, it's possible to be harmfully efficient - Voice Over by Ruchira Sharma

Dhirendra Kumar helps you set up an SWP with a three per cent withdrawal rate

Dhirendra Kumar decodes portfolio building for retirees

Dhirendra Kumar explains if it’s wise to wait for a market correction and the investment plan to follow

Dhirendra Kumar helps understand the utility of valuation ratios for investing in stocks and mutual funds

Choose a fund which has all the things that you look for in an equity fund, says Dhirendra Kumar

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

While the new SEBI regulation is right in principle, it has certain drawbacks as well, says Dhirendra Kumar

Irrespective of your investment horizon, one–third or one–fourth of your total corpus should be in fixed income, suggests Dhirendra Kumar

Dhirendra Kumar suggests a simple way of rebalancing your portfolio without attracting short-term capital gains tax

Here’s what Dhirendra Kumar thinks about corporate-bond funds

Dhirendra Kumar explains why SIP s are important

Dhirendra Kumar explains how fluctuations in interest rates affect the returns from debt funds

Dhirendra Kumar shares his views on investments in gold funds

Ashutosh Gupta discusses various alternatives to increase the SIP amount and the conditions when they are relevant

Ashutosh Gupta suggests how to invest in a fund that has restricted fresh inflows

For any period of 10–15 years or more, the NPS should be the right choice, suggests Dhirendra Kumar

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

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

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

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

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.

Capital gains realised on the maturity of SGBs is tax-free, informs Dhirendra Kumar

Ashutosh Gupta discusses the relevance of the revised risk-o-meter

The lock-in period of three years will be counted for each of the SIP instalments separately from their respective dates, tells Dhirendra Kumar

Even retirees should have some allocation to equity to generate inflation-beating returns over the long term, suggests Ashutosh Gupta

Ashutosh Gupta gives a broad idea about taxation for NRIs and how the Double Taxation Avoidance Agreement concept works.

Ashutosh Gupta highlights the factors that should be considered before making lump-sum investments.

For a retail investor, it is generally advisable not to buy a house from investment purpose, says Dhirendra Kumar

If your investment horizon is two years or upwards, then short-durations funds would be fine, says Ashutosh Gupta

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

Ashutosh Gupta sheds light on the advantages of investing in bond funds vis-à-vis direct bond investments

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

The US market probably offers the widest choice of fundamentally strong and globally competitive businesses, tells Ashutosh Gupta

Mid- and small-cap funds should not have more than 25–30 per cent allocation in the overall portfolio, suggests Ashutosh Gupta.

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

Periodical use of the auto-import functionality would help you accurately track your SIPs, informs Ashutosh Gupta

Here are some good tax-saving mutual-fund schemes suggested by Dhirendra Kumar to invest for saving taxes

If you’re looking to invest for a time horizon of about a year or and a half, you can consider arbitrage funds, says Ashutosh Gupta

Having some allocation to equity will give you a higher return, advises Dhirendra Kumar