Value Research

Why is the NAV of different index funds tracking the same index different?

Dhirendra Kumar explains why the absolute value of a fund’s NAV doesn’t matter

What is the three-bucket strategy to get regular income from retirement corpus?

Ashutosh Gupta explains the mechanism of this strategy and suggests funds suitable for each bucket

Is it fine to invest more than Rs 1.5 lakh in an ELSS?

Dhirendra Kumar explains if it’s wise to exceed the 80C limit in ELSS

Should 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

How 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

Should 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

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

Ashutosh Gupta advises about investment strategies for a beginner

Is 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

How 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

How 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