Value Research

Mutual Fund Insight’s June edition is out now!

8/ Subscribe Now vro.in/bzfe63

7/ Great investing stories often celebrate star fund managers. But behind long-term consistency lies something less glamorous and far more important. This piece by Nirmay Choksi of NJ Asset Management explores the invisible systems, checks and disciplined frameworks that shape investment decisions long before performance numbers appear. vro.in/kdn937

Mutual Fund Insight’s June edition is out now!

Thousands of Investors Are Asking This One Question Right Now For 30 years, the advice was always the same — stay invested, it will pass. This time, Dhirendra Kumar wrote something he has never written before. And hundreds of investors wrote back with the same question: what should I do now? #InvestorsHangout #MutualFunds #SIPInvesting #PersonalFinanceIndia #DhirendraKumar #StockMarketIndia #LongTermInvesting #MarketCrash #WealthCreation #ValueResearch

Anthropic dropped an AI update. Indian IT lost 27%. 177 mutual funds cut tech exposure. Just 26 bought the panic. Who saw disruption, and who saw a discount? Find out: vro.in/f44vme vro.in/f44vme

@GiMurali Hi, we kindly request that you share the details of the concerned mutual fund(s) with us at help@valueresearch.in so that our team can review and investigate the issue.

@ValueResearch some of the Regular Plan MF expense ratio is wrongly mentioned in your page, please take care of the issue.

6/ RIS probably suits retirees who: ✅ Have other steady income ✅ Can tolerate volatility ✅ Want legacy planning ✅ Have a sizeable corpus Not ideal if NPS is your only retirement cash flow. Read more: vro.in/65zn5h

5/ That’s the real shift. Annuity Income is higher initially but fixed for life. RIS model: Income is variable, growing, inheritable. This is flexibility replacing certainty.

NPS just changed retirement planning in India. For 17 years, retirees practically had 2 choices: • Take the 60% lumpsum in cash or buy an annuity • SLW let subscribers phase the lumpsum into instalments but they had to set the rate themselves Now there’s another option: Retirement Income Scheme (RIS) Here’s how RIS works 🧵

SEBI’s overlap rules could push AMCs to differentiate funds more clearly. Monthly overlap disclosures begin August 2026, with full compliance required by 2029.