Value Research
1,023 episodes — Page 21 of 21
Ep 194Is the equity market in a 'bubble' state?
If you are pessimistic about the recovery, then you should take your money out, suggests Dhirendra Kumar
Ep 193Is it desirable to reduce equity and have some exposure to multi-asset funds?
Decide the asset allocation you would like to have in different asset classes and build your own portfolio accordingly, suggests Ashutosh Gupta
Ep 192Can the Budget be as effective as it is being made out to be?
Puja Mehra speaks with Dr. Sajjid Chinoy, Chief India Economist, J.P. Morgan, about the Budget presented by Finance minister Nirmala Sitharaman in an extraordinary year of contracting GDP
Ep 191Benefits of the NPS Tier-II tax-saving scheme.
The NPS Tier-II tax-saving scheme is suitable for conservative investors who are central-government employees, informs Ashutosh Gupta
Ep 190Will investing in a pharma fund fetch good profits?
Avoid the temptation to invest in sectoral funds and opt for diversified equity funds instead, suggests Ashutosh Gupta
Ep 189With the market at an all-time high, is the time right to switch from a regular plan to a direct plan?
One needs to minimise the applicability of exit loads and capital-gain taxes while switching between funds, suggests Ashutosh Gupta
Ep 188The risk grade of my fund moved from 'High' to 'Very High.' Should I be concerned?
According to new rules, most equity funds would be slotted 'Very High' and hence, the risk gradation needs to refine further to be of any use, suggests Dhirendra Kumar
Ep 187How does one assess the performance of a growth fund which does not pay dividends?
One should not always chase the top performer, advises Ashutosh Gupta
Ep 186Can fixed-income investors rely on the new risk-o-meter?
Yes, risk-o-meter is going to become very meaningful for fixed-income investors, says Dhirendra Kumar
Ep 185Is it advisable for an investor to invest in New Fund Offers?
Ashutosh Gupta talks about why New Fund Offers don’t make sense and the reasons one should consider while switching to another fund
Ep 184After the Franklin crisis, is it advisable to discontinue HDFC & ICICI credit risk funds?
At best, you can look to have a limited exposure to credit risk funds as a supplementary position, says Ashutosh Gupta.
Ep 183Is it necessary to have four–five funds in my portfolio or is it enough to have Axis Bluechip and Axis Midcap funds?
There are commonalities that run across different funds of the same AMC. Hence, it is desirable to spread your investments across a few fund houses, suggests Ashutosh Gupta
Ep 182I’m investing in large-cap funds and NPS tier-1. Should I move all of it to NPS tier-1?
NPS is a good product and its ultra-low cost is one of its advantages but it comes with certain restrictions, points out Ashutosh Gupta
Ep 181In the current market scenario, can a fund manager sell equities or remain invested in equities?
While fund managers can have a certain portion of their portfolio in cash and equivalents, they generally are wary of taking active cash calls, says Ashutosh Gupta
Ep 180Why are liquid funds not performing well? Should I hold them or withdraw and invest in FDs?
Ashutosh Gupta discusses the case for liquid funds in the current environment.
Ep 179How can a housewife with rental income plan for medium-term & long-term goals with mutual funds?
Be guided by your personal circumstances more than the basic framework, suggests Ashutosh Gupta
Ep 178With markets at all-time high, what should long-term investors do?
Follow an asset allocation strategy as per your goals and follow periodic rebalancing, irrespective of where the markets are, suggests Dhirendra Kumar
Ep 177If my investment horizon is 10 years, can I follow an asset allocation of 70:30 (Equity:Debt)?
A 70:30 allocation can be suitable even for long-term goals, tells Ashutosh Gupta
Ep 176Isn’t investing in thematic funds better than direct stocks?
Thematic funds are more diversified than particular stocks and hence more suitable for investors looking for investment in a particular theme, suggests Ashutosh Gupta
Ep 175What is considered as the date and cost of acquisition of segregated portfolios for the tax purpose?
Ashutosh Gupta explains how the date and cost of acquisition of a segregated portfolio are calculated for tax purpose
Ep 174Which will be a better investment – Sovereign Gold Bonds or RBI Floating-Rate bonds?
SGBs and RBI floating-rate bonds are not strictly comparable as the underlying asset class is different, tells Ashutosh Gupta
Ep 173Is it advisable for a first-time investor to invest in index funds?
Ashutosh Gupta talks about the benefits of index funds and why they can be a suitable option for a first-time investor
Ep 172What will be the impact of SEBI’s new mandate for the multi-cap category on multi-cap index funds?
Index funds belong to a separate category as per SEBI classification and hence there would be no impact on them, informs Ashutosh Gupta.