
Value Research
1,027 episodes — Page 19 of 21

Ep 293Is the current market rally justified?
The current market rally is driven by liquidity, tells Dhirendra Kumar

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.

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
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/

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

Ep 288Do mutual funds invest in IPOs?
Dhirendra Kumar explains the stance of mutual funds on IPOs

Ep 287When does a liquid fund give negative returns?
Dhirendra Kumar talks about the reasons why liquid funds can deliver negative returns

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
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

Ep 283Shall I redeem my mutual fund investments now to book profit?
Dhirendra Kumar talks about the drivers to exit a fund

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
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

Ep 281What happens to the dividend received by mutual funds?
Dhirendra Kumar explains the treatment of dividend accumulated in case of mutual funds
Ep 280Out of index funds and ETFs, which is better?
Ashutosh Gupta talks about the pros and cons of index funds and ETFs

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

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

Ep 277Would you suggest balanced advantage funds to generate steady income after retirement?
Dhirendra Kumar suggests avenues to invest in for post-retirement income
Ep 276How to create a healthcare corpus?
Ashutosh Gupta talks about the importance of health insurance
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

Ep 274How to choose a mutual fund?
Dhirendra Kumar explains how to narrow down on the right fund that suits your needs

Ep 272What is XIRR?
Dhirendra Kumar explains the popular term for referring to the returns earned on mutual fund investments

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
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
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

Ep 269Is it worth investing in Sovereign Gold Bonds?
Dhirendra Kumar talks about gold as an investment class

Ep 268Is it a good time to redeem investment from a pharma mutual fund?
Dhirendra Kumar explains whether you should invest in pharma funds

Ep 267What’s the market outlook for the weeks ahead?
Dhirendra Kumar explains the reason behind a rising trend in the stock market

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

Ep 265Where should one park his surplus money for short-term needs?
Dhirendra Kumar suggests a plan for parking for short-term needs

Ep 264How to achieve a diversified portfolio through fund investment?
Dhirendra Kumar reviews a portfolio and highlights the importance of diversification of different kinds

Ep 263How to reduce the number of funds in a portfolio and what would be its tax implications?
Dhirendra Kumar explains how one can streamline their portfolio and how the resulting LTCG would be taxed

Ep 262How to evaluate a mutual fund’s performance?
Dhirendra Kumar discusses the parameters to look at while choosing a fund

Ep 261Are the sale proceeds of year-end transactions considered in the same year or the next?
Dhirendra Kumar explains how year-end mutual fund transactions are considered

Ep 260The trade pushers
Easy mass adoption of the riskiest kind of trading behaviour is setting up a new generation for catastrophic losses - Voice Over by Ruchira Sharma

Ep 259Which is a good mutual fund with a dividend option?
Dhirendra Kumar explains why dividend may not be the parameter to consider while choosing a fund

Ep 258Considering the current market scenario, which category of funds should I invest in?
Dhirendra Kumar talks about the funds that one should invest in, irrespective of the market condition

Ep 257How is Mirae Asset NYSE FANG+ ETF FoF different from Motilal Oswal Nasdaq 100 FoF?
Dhirendra Kumar sheds light on the recently launched Mirae Asset NYSE FANG+ ETF FoF

Ep 256How is the expense ratio charged on my mutual fund investments?
Dhirendra Kumar explains the mechanism of expense ratio in mutual funds

Ep 254What should be the investment strategy for a bear market?
Dhirendra Kumar explains how sticking to your asset allocation plan can help you benefit from a big decline in the market

Ep 255Dangerously efficient
The pandemic has made us realise that for both businesses and individuals, it's possible to be harmfully efficient - Voice Over by Ruchira Sharma

Ep 253Should I choose a flexi cap or aggressive hybrids to set up an SWP?
Dhirendra Kumar helps you set up an SWP with a three per cent withdrawal rate

Ep 252Where should a retiree invest to generate regular income?
Dhirendra Kumar decodes portfolio building for retirees

Ep 251Should I wait for market correction to invest in equity funds?
Dhirendra Kumar explains if it’s wise to wait for a market correction and the investment plan to follow

Ep 250Are P/E and P/B ratios relevant when it comes to selecting a mutual fund scheme?
Dhirendra Kumar helps understand the utility of valuation ratios for investing in stocks and mutual funds

Ep 249Out of FOFs and actively managed international funds, which one should investors go for?
Choose a fund which has all the things that you look for in an equity fund, says Dhirendra Kumar

Ep 248Nothing changes
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

Ep 247What are your views on SEBI’s new rule for Mutual Fund manager’s compensation?
While the new SEBI regulation is right in principle, it has certain drawbacks as well, says Dhirendra Kumar

Ep 246Should I redeem part of my EPF investment to invest in equity?
Irrespective of your investment horizon, one–third or one–fourth of your total corpus should be in fixed income, suggests Dhirendra Kumar

Ep 245How to rebalance a portfolio in the case of SIP investments?
Dhirendra Kumar suggests a simple way of rebalancing your portfolio without attracting short-term capital gains tax

Ep 244Are corporate-bond funds better than short-duration funds?
Here’s what Dhirendra Kumar thinks about corporate-bond funds