Value Research

Mutual Fund Insight’s April edition is out now!🧵

Your SIP may not be the problem—your approach might be. 3 common mistakes investors don’t realise they’re making. Are you guilty of any? Value Research Fund Advisor: tinyurl.com/2xxdc45v

SEBI just rolled out one of the biggest mutual fund changes in years. What does it actually mean for your money—and what should you do before April 1? In this Investors' Hangout episode, @dhirendra_vr breaks it all down. Don’t miss this if you invest: youtube.com/watch?v=cP45Te…

@Im_ArunDhina Precisely, true diversification is about what's inside the fund, not the number of labels you own. Our Portfolio Overlap insight helps you spot this hidden concentration and avoid redundant fees. For any queries, reach us at help@valueresearch.in.

@ValueResearch Holding 5 mutual funds with 60-70% overlap isn’t a portfolio — it’s one bet wearing five different name tags. Diversification is about what’s inside the box, not how many boxes you have.

Not all variety is real variety. Top AMCs by AUM show meaningful duplication, with some fund pairs sharing 50–70% of holdings. This raises an important question: how much diversification are investors really getting within the same fund house? For investors, diversification should be measured by portfolios—not product labels.

SEBI just announced its biggest reform in decades — and most investors don't know what it actually means for them. In today's Investors' Hangout, we break down exactly what's changing, what you can safely ignore, and what deserves your attention right now. No jargon. No noise. Just clarity. 🎯 Watch it today on the Value Research YouTube channel: youtube.com/watch?v=cP45Te… #InvestorsHangout #ValueResearch #SEBI #MutualFunds #PersonalFinanceIndia

How do you get fixed income right for retirement—and actually add stability? Not all options work the same. Here’s what truly holds your portfolio together: tinyurl.com/y93cvmyr

No nominee on your investments—what then? SEBI plans to make nominations easier, and skipping them harder. Read more: tinyurl.com/ycyzv75k

9/ Don’t miss out on insights that could shape your next investment move. Subscribe now: tinyurl.com/2ptafanj Which story are you diving into first? Tell us below!

8/ When global headlines scream crisis, investors feel an overwhelming urge to act. Yet market history tells a different story. This piece explores how disciplined portfolios behave during geopolitical shocks and why reacting to fear can be more damaging than the crisis itself. vro.in/s228097

Mutual Fund Insight’s April edition is out now!🧵

Housing finance stocks are turning a corner—but is this the right time to look again? Here’s what investors should watch next. tinyurl.com/5eh8bvyk