Value Research

Telling investors the truth since 1992.
Mutual funds, stocks & personal finance. Simplified.

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Mutual Fund Insight’s 24th anniversary issue is out now! 🧵⬇️

[Value Research @ValueResearch]

Sold property and facing a big capital gains tax?

Section 85 of the new Income-tax Act 2025 (old 54EC) lets you invest up to ₹50 lakh of those gains in specified bonds and pay no tax on them.

The catch: a 5-year lock-in and no liquidity.

#Tax #CapitalGains

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Over the past decade, SIP contributions have climbed steadily, reflecting the growing role of systematic investing in mutual funds. Active equity mutual fund net flows, however, have been far more volatile, swinging between sharp inflows and outflows.

For investors, rising SIP contributions are no guarantee of steady net inflows into equity funds. Redemptions and non-SIP investments can still drive sharp swings in overall flows.

#MutualFunds #SIP #EquityFunds #Investing #ValueResearch

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9/ Independent research. No company influence. Just the analysis.

Read the anniversary issue now: https://t.co/MP3N2XwPbC

[Value Research @ValueResearch]

Mutual Fund Insight’s 24th anniversary issue is out now! 🧵⬇️

[Value Research @ValueResearch]

8/ How have India’s biggest active equity funds and index funds performed? Is your fund among them? Our second special supplement brings together their performance and the key numbers to check before you invest.

[Value Research @ValueResearch]

@kmbpl We are sorry to hear this. Missing your Wealth Insight issues and PDFs is not the experience we want for any reader, and we would like to look into it. Please email us at [email protected] with your registered email ID, and we will check further.

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Wealth Insight’s October edition is out now! 🧵

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Carnelian built a ₹22,000 crore PMS, AIF and offshore business in seven years. Its first mutual fund is a small-cap fund.

Why now? How will it select stocks, manage risk and decide when to sell?

Vikas Khemani, Founder, Carnelian Asset Management and Advisor answers in Fund Focus.

Watch: https://t.co/vTwvTeabqo

@CarnelianMF

[Value Research @ValueResearch]

@lvi_cyber We publish the record of every stock recommendation we've made, good and bad, so investors can judge us on facts: https://t.co/Nvj3YQsBbX. Please DM your registered email ID or write to [email protected] so we can address your issue.

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This month at up to 70% off: promising new funds, NPS, tax and a free index fund guide

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@ajaySin89270080 Thank you for the kind words! We are glad you liked it. Happy investing.

[Value Research @ValueResearch]

Seven listed fund houses. All seven score 9 or 10 out of 10 on quality. So what separates them? Wealth Insight’s October cover story rates all seven as stocks. Still deciding? Subscribe and read the full table.

[Value Research @ValueResearch]

@kanak_nambiar We have already raised this issue with our technical team, and they are actively working on removing the ad. Please bear with us for a little while, as deploying these changes across the platform takes some time. Thank you for your patience and understanding!

[Value Research @ValueResearch]

Three companies had no mutual fund money at the end of August. By the end of September, funds had bought Rs 4,607 crore worth of their shares.

One is a stock exchange. One rents out furniture. One runs campuses.

These new entries sit alongside familiar names in our list of September's biggest mutual fund purchases.

See which stocks made the cut.⤵️

#MutualFunds #StockMarket #IndianMarkets

[Value Research @ValueResearch]

@kanak_nambiar As discussed, we can confirm that these charges were neither associated with nor collected by Value Research. We request you to kindly reach out directly to your bank or card issuer to investigate and clarify these debits.