Value Research

Helping you invest wisely since 1990. The trusted source of independent investment research, ratings, tools, mutual fund and stock information.

[Value Research @ValueResearch]

Wealth Insight's 20th anniversary issue is out now!

Twenty years of independent research. Zero fund house influence.

See what's inside 🧵👇

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@valentinbybirth We understand your concerns regarding the balance of content and potential conflicts of interest. We take this feedback seriously and have shared it directly with our editorial teams for further consideration. Thank you for holding us to a high standard!

[Value Research @ValueResearch]

20 years. 240+ issues.
Countless insights. Enduring investing frameworks.

Thank you for being part of the journey!
Explore our anniversary issue of Wealth Insight - https://t.co/muSZ8cvcJq

#WealthInsight #20YearsStrong #ValueResearch

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@valentinbybirth Ads keep subscriptions affordable and fund our high-quality content. We work hard to keep our editorial valuable to you. Thank you for your feedback—we have shared it with our team as we continue to improve your reading experience!

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@stocks_in Hello,
Here is total fund count of the categories:
(Hybrid: Aggressive Hybrid, 39),
(Hybrid: Arbitrage, 23),
(Hybrid: Conservative Hybrid, 25),
(Hybrid: Dynamic Asset Allocation, 22),
(Hybrid: Equity Savings, 21),
(Hybrid: Multi Asset Allocation, 10)

[Value Research @ValueResearch]

1/2
Which hybrid funds have delivered - not just once, but consistently?

Our consistency scores help answer that question.
Aggressive Hybrid has the highest number of schemes scoring above 75, followed by Arbitrage and Equity Savings.

We've picked some of the oldest consistently performing funds from these categories. 👇

#MutualFunds #HybridFunds #Investing #ValueResearch

[Value Research @ValueResearch]

2/2

[Value Research @ValueResearch]

@rajesh_parkar Thank you so much for the wonderful feedback! We are thrilled to hear that our magazine has been a trusted companion on your investment journey for all these years. Your support keeps us motivated to deliver the best insights possible!

[Value Research @ValueResearch]

Not the magazine. The trust behind it.
Built over two decades through meticulous research, honest analysis, and a commitment to helping investors make better decisions.
Watch Dhirendra Kumar share what Wealth Insight is and why investors have relied on it for 20 years.

[Value Research @ValueResearch]

Can you build a Passive Portfolio with Sector Funds?

Sharad Tandon, Founder, Invest At Ease, explains why sector funds aren't as passive as they seem- and how to decide if they belong in your portfolio.

🎥 Watch the latest episode of #TheIndexInvestor:
https://t.co/S9SI2qcQdE

#PassiveInvesting #SectorFunds #IndexFunds #MutualFunds

[Value Research @ValueResearch]

@oldschoolinvest Thank you so much for your generous feedback! It means a lot to know that Wealth Insight has been genuinely useful to you.

Feedback like yours is exactly what keeps us motivated to keep producing high quality research. Wishing you all the best with your investments!

[Value Research @ValueResearch]

@oldschoolinvest Thank you for your kind words and support! We're delighted that you find Wealth Insight valuable.

Comments like these motivate us to continue delivering high-quality research. Happy investing!

[Value Research @ValueResearch]

@clif23169 @saashyway @sunilgurjar01 Thank you for the feedback. Feedback like this motivates us to keep improving and delivering value to our investors.

[Value Research @ValueResearch]

The biggest threat to your portfolio has nothing to do with picking the wrong stock. Watch out for this hidden trap.

#ValueResearch #InvestingMistakes #StockMarket #WealthBuilding

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Why You Shouldn't Delay Exiting a Bad Mutual Fund

#InvestorsHangout #MutualFunds #PersonalFinanceIndia #DhirendraKumar #InvestorBehaviour

[Value Research @ValueResearch]

How do you build a momentum fund without compromising on quality? And how do you distinguish value from a value trap?

Nirmay Choksi, Executive Director - Research, NJ Asset Management, explains the framework behind the NJ Momentum Fund and NJ Value Fund, and the thinking behind their rules-based investment approach.

Watch the full Fund Focus interview: https://t.co/ElDAnFAW0x

[Value Research @ValueResearch]

From 12 to 1.

Eleven international mutual funds have stopped (or are stopping) fresh SIP registrations this week. Only Baroda BNP Paribas Aqua FoF remains open to new SIPs and lump sums.

Existing SIPs continue unchanged. Check the full list. 👇

Complete analysis: https://t.co/UoYMwCGbnx

#InternationalInvesting #GlobalInvesting #MutualFunds #SIP #Investing #ValueResearch

[Value Research @ValueResearch]

Gold shines. Equities compound. Inflation never stops.

Over 25 years, both gold and the Sensex comfortably beat inflation. But they got there in completely different ways.

One rewarded patience. The other rewarded timing that few investors can consistently achieve.

See how every major asset really performed.
#Investing #Gold #Sensex #Inflation

[Value Research @ValueResearch]

Can an algorithm really know when to cut equity exposure and when to add it back?

We ask Bhautik Ambani, CEO of AlphaGrep Mutual Fund, how the AlphaGrep Multi Asset Allocation Fund makes its allocation decisions, what its limitations are, and what investors should expect.

Watch the full Fund Focus interview.https://t.co/3otxS4jVNL