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Value Research

Value Research

1,027 episodes — Page 17 of 21

Ep 393Should you redeem investment from a small-cap fund in a bull run?

Ashutosh Gupta talks about the guiding principle one should follow to assess the small-cap allocation in their portfolio

Nov 19, 20211 min

Ep 392How is the holding period calculated for taxation purposes in the case of two merged equity schemes?

Ashutosh Gupta explains if and how a scheme merger affects one’s tax liability

Nov 18, 20210 min

Ep 391Should an SWP be done from equity, hybrid, or debt fund?

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

Nov 17, 20211 min

Ep 390I‘ve just started my career. Where should I invest?

Ashutosh Gupta advises about investment strategies for a beginner

Nov 16, 20211 min

Ep 389Is it okay to have all SIPs on one date?

Ashutosh Gupta explains if there is any drawback to having all SIPs on a single date

Nov 15, 20210 min

Ep 388How can the same fund have different ratings for its Regular and Direct plan?

Ashutosh Gupta explains the reason for different ratings of two plans of the same fund

Nov 12, 20211 min

Ep 387How should a 20-year-old start SIP in mutual funds for retirement planning?

Ashutosh Gupta explains how to plan for retirement at an early age

Nov 11, 20211 min

Ep 386Should I diversify Rs 20,000 SIP across fund houses or continue with one SIP?

It is highly desirable that to add at least one more fund to the portfolio to ensure diversification, suggests Ashutosh Gupta

Nov 10, 20211 min

Ep 385How do I invest Rs 30,000 a month over 15 years for my 1-year-old kid’s education?

Ashutosh Gupta explains how to plan and invest for a child’s higher education

Nov 9, 20211 min

Ep 384How can I compare two or more mutual funds?

Ashutosh Gupta tells how one can use the Fund Compare tool for comparing two different funds.

Nov 8, 20211 min

Ep 383Should I invest in all 10 recommended funds in the Growth bucket on VR Premium?

Ashutosh Gupta talks about the optimum number of funds in your portfolio and how to choose them using Value Research’s Portfolio Planner tool

Nov 6, 20211 min

Ep 382Should I save to buy a house or invest in equity?

Ashutosh Gupta talks about the factors to consider before buying a house

Nov 5, 20213 min

Ep 381How should a retiree with Rs 1 crore invest his money?

Dhirendra Kumar explains the factors to consider while devising an investment strategy to generate regular income

Nov 3, 20212 min

Ep 380How many short-duration funds should I invest in for my retirement?

Ashutosh Gupta suggests the ideal number of funds for diversification

Nov 2, 20211 min

Ep 379Are liquid funds the best choice for parking emergency corpus?

Don’t think of emergency money in liquid funds as a sub-optimal allocation, suggests Ashutosh Gupta

Nov 1, 20212 min

Ep 378What amount is sufficient for emergency corpus?

Dhirendra Kumar talks about the factors that determine the emergency corpus one should have

Oct 29, 20210 min

Ep 377Should one move the profit of small and mid-cap funds to debt mutual funds?

Dhirendra Kumar explains if moving the gains to debt funds is a wise idea

Oct 28, 20212 min

Ep 376Is SWP a better way to derive regular income in old age than dividends?

Dhirendra Kumar explains which is a better option to derive income post-retirement

Oct 27, 20211 min

Ep 375Should ESG funds form a part of your equity portfolio?

Dhirendra Kumar explains the investment case for such funds

Oct 26, 20211 min

Ep 374Should I book profit and reinvest?

Dhirendra Kumar explains if it’s wise to time the market

Oct 25, 20211 min

Ep 373What is an alternative to an annuity plan for regular income?

Dhirendra Kumar explains how to design an appropriate withdrawal plan

Oct 22, 20213 min

Ep 372Is it advisable to continue with PPF after retirement?

Dhirendra Kumar explains if it would be wise to invest in PPF after retirement

Oct 21, 20213 min

Ep 371How to go about finding a good international fund?

Dhirendra Kumar explains how to narrow down your search for an international fund

Oct 20, 20212 min

Ep 370In how many flexi-cap, large-cap and mid-cap funds should I invest Rs 1 crore corpus?

Dhirendra Kumar suggests three ways in which you can invest a large corpus on money for the long term

Oct 19, 20213 min

Ep 369How can one assess the performance of a mutual fund scheme?

Dhirendra Kumar talks about the mechanism of evaluating fund returns

Oct 18, 20214 min

Ep 368Is this the right time to invest in small-cap funds with a horizon of 10 years?

Dhirendra Kumar explains the strategy to follow while investing in small-cap funds

Oct 15, 20211 min

Ep 367Is it fine to invest a lump sum in tax-saving mutual funds?

Dhirendra Kumar explains whether to invest a lump sum or SIP in a tax-saving fund

Oct 14, 20211 min

Ep 366महँगाई से बेहतर रिटर्न पाने के लिए मुझे कहां निवेश करना चाहिए?

Dhirendra Kumar explains how to earn inflation-beating returns

Oct 13, 20212 min

Ep 365Should I stop my SIP in mid-cap funds?

Dhirendra Kumar suggests the reasons which should drive your decision about your mid-cap fund investments

Oct 12, 20210 min

Ep 364Do I need to make any changes to my portfolio because of China‘s Evergrande episode?

Dhirendra Kumar explains if China’s Evergrande crisis is a reason for you to worry

Oct 11, 20211 min

Ep 363क्या ऑनलाइन ऐप्‍स के ज़रिये म्यूचुअल फंड्स में निवेश करना सुरक्षित है?

Dhirendra Kumar explains how safe it is to invest through online apps and how you can verify them yourself

Oct 8, 20211 min

Ep 362रेगुलर से डायरेक्ट प्लान में शिफ्ट होने के क्या फायदे और नुकसान हैं?

Dhirendra Kumar talks about the factors one should consider before switching to direct plans

Oct 7, 20211 min

Ep 361Is it safe to invest right now as the market is moving only in one direction?

Dhirendra Kumar talks about the unpredictability of the markets and the right way to deal with it

Oct 6, 20212 min

Ep 360वैल्यू फंड और फोकस्ड फंड में क्या अंतर है?

Dhirendra Kumar tells how focussed and value funds are different

Oct 5, 20211 min

Ep 359Where should a 72-year-old invest to earn enough for surviving without depending on children?

Dhirendra Kumar sheds light on parameters to consider while planning to invest for retirement

Oct 4, 20211 min

Ep 358What would be the ideal ratio between large, mid, and small caps for a 75-year-old?

The right allocation is entirely a matter of your comfort level, says Dhirendra Kumar

Oct 1, 20212 min

Ep 357इक्विटी फंड्स को बेचने पर मिले हुए पैसों को एसेट री-बैलेंसिंग के लिए मुझे कहाँ निवेश करना चाहिए?

Dhirendra Kumar explains the importance of asset allocation and rebalancing portfolio

Sep 30, 20211 min

Ep 356Where should I invest my gratuity money?

Dhirendra Kumar explains how you can invest your lump sum gratuity money based on your investment horizon

Sep 29, 20211 min

Ep 355How safe are secured debentures for a senior citizen?

Dhirendra Kumar talks about the pros and cons of debentures and how they compare against debt mutual funds

Sep 28, 20212 min

Ep 354What kind of mutual funds would you suggest for long-term debt allocation?

Dhirendra Kumar talks about the long-term investment avenues for conservative investors

Sep 27, 20211 min

Ep 353इस चढ़ते बाज़ार में इक्विटी में निवेश करने के लिए क्या स्ट्रेटेजी अपनानी चाहिए?

Dhirendra Kumar explains why redeeming your investments now may not be a good idea and the mantra to make money in the long term

Sep 24, 20212 min

Ep 352Should I add riders to my term insurance or have separate policies?

Dhirendra Kumar tells which is a better and cost-effective alternative

Sep 23, 20210 min

Ep 351क्या स्मॉल कैप की अस्थिरता की वजह से उनमें निवेश की गयी राशि का कुछ हिस्सा मुझे निकाल लेना चाहिए?

Dhirendra Kumar suggests a plan of action for a long-term horizon

Sep 22, 20212 min

Ep 350Why aren‘t mutual funds named simply according to the AMC and the category they fall under?

Dhirendra Kumar explains the rationale behind mutual funds’ categorisation

Sep 21, 20212 min

Ep 349क्या सीनियर सिटीज़न की मासिक आय के लिए एचडीएफसी बैलेंस्ड एडवांटेज एक अच्छा फंड है?

Dhirendra Kumar explains the strategy to derive regular income from a balanced advantage fund

Sep 20, 20212 min

Ep 348What should be the allocation to small caps in the portfolio of a 50-year-old?

Dhirendra Kumar explains the factors to consider while investing in small caps

Sep 17, 20211 min

Ep 347What is the preferred P/E range when investing in an index fund?

Dhirendra Kumar talks about the factors to consider while choosing an index fund and why P/E ratio in isolation may not be a correct indicator

Sep 16, 20211 min

Ep 346Which is the safest investment option with higher returns than FDs?

Dhirendra Kumar lists out safe investment options and the importance of allocating some amount to equity

Sep 15, 20211 min

Ep 345Should I buy health insurance now or when I retire in four years?

Dhirendra Kumar explains why it makes sense to buy a health insurance policy apart from the one provided by the employer

Sep 14, 20210 min

Ep 344Are small finance bank deposits safer than debt mutual funds?

Dhirendra Kumar explains which is a better alternative between the two

Sep 13, 20211 min