Value Research

Wealth Insight’s November issue is out now!🧵

This Diwali, clean the portfolio before the house. Got 17 good funds? Don’t dump them at once. You’ll just trigger tax on your gains. Instead: send fresh money only into the best 3-4, and let the weak ones shrink and exit as you spend. #MutualFunds #Diwali

PPFAS paused its wealth business in 2013 and relaunched it in 2024. What changed? How does its fee-only model work, and would it ever tell a client to sell a PPFAS fund? Khushboo Neil Parikh, President, @ppfaswealth, answers. Watch now: youtu.be/4j1oY7HmkAc @khushboosjoshi1

Not every stock is a mutual fund favourite. Some companies feature in just one scheme's portfolio, reflecting the distinct stock-selection approaches of fund managers. Here's a look at these less-common picks across mutual fund portfolios. #MutualFunds #StockMarket #Investing #ValueResearch

South Korea returned 15.7 per cent a year and the US 14.7 per cent, but they got there differently. Most of South Korea's gain came after early 2025, so an investor who exited even two years ago missed the bulk of it. The US compounded steadily, with the smallest swings in the group. India and Brazil returned 7.2 per cent each in dollar terms, partly because their currencies weakened against the dollar. The takeaway: a decade's return can hinge on a short burst, and few investors can time one. Staying invested through the dull years is what captures it. #Investing #GlobalMarkets #SouthKorea #USStocks

Sundaram Mutual Fund’s first SIF is a concentrated mid- and small-cap long-short strategy. Why this approach? Who is it designed for, and how does it differ from its PMS strategy? Can Sundaram double its asset base in five years? Anand Radhakrishnan, MD, Sundaram Asset Management, answers in Fund Focus. Watch now: youtube.com/watch?v=b4lxy2x6… NFO closes on November 4. @SundaramMF @MD_SundaramMF