Value Research Online

When profits turn into cash: what this ratio can reveal

Thu, 24 Sep 2026 09:51:35 +0530

A high cash conversion ratio can reflect customer advances, one exceptional year or a tiny base. IndiGo, Bharat Dynamics and SG Mart show what lies behind it.

The fund that missed 2025 and came back stronger

Wed, 23 Sep 2026 18:15:00 +0530

Akhil Chaturvedi on why Motilal Oswal Large and Midcap Fund missed the 2025 rally, how its 35-stock portfolio controls risk and what investors should expect.

5 Signs Your Mutual Fund Portfolio Has Too Much Overlap

Wed, 23 Sep 2026 16:39:39 +0530

More than 50% overlap means you're paying for diversification you're not getting. Here are the 5 signs, how to check using the free overlap calculator, and how to fix it.

What Is Alpha in Mutual Funds and Why Most Funds Don't Generate It

Wed, 23 Sep 2026 16:36:02 +0530

89.7% of large-cap funds failed to beat their benchmark over 5 years. Here's what alpha actually measures, why raw returns mislead, and how to check if you're paying for skill.

ow Many Sectoral Funds Should You Actually Hold?

Wed, 23 Sep 2026 16:31:17 +0530

SEBI mandates 80% in one sector – so every sectoral fund you add stacks concentration, not diversification. Here's the three-question test before any sector fund enters your portfolio.

Gap-Up vs Gap-Down Opening: What Each Means for Nifty 50 Traders

Wed, 23 Sep 2026 16:27:37 +0530

Gap-downs trigger stop-loss selling; gap-ups don't. Small gaps fill; breakaway gaps rarely do. Here's how to read Nifty 50 opening gaps before you act.

Two stocks fell 70%. Funds bought one and dumped the other

Wed, 23 Sep 2026 12:00:38 +0530

Ten beaten-down stocks fell about 70 per cent. Funds bought five and dumped five. Business quality, not the size of the fall, split them. See which made each list.

Revision of lumpsum limit in WhiteOak Capital Mid Cap Fund

Tue, 22 Sep 2026 16:47:51 +0530

WhiteOak Capital Mutual Fund has announced revision of limit in its WhiteOak Capital Mid Cap Fund

5 Risks to Check Before Choosing High-Yield Fixed Income

Tue, 22 Sep 2026 14:58:36 +0530

A regulated bond platform isn't the same as a safe bond. Here are 5 risks – credit, liquidity, rate, concentration, and tax – to check before any high-yield NCD investment.

Bond Yield Adjustments in 2026: What Debt Fund Investors Should Know

Tue, 22 Sep 2026 13:38:32 +0530

A 30 bps yield fall adds ~1.8% to a 6-year duration fund. Learn how duration, credit risk and the 2023 tax change affect your debt fund allocation.

How to Read Nifty 50's Opening Price: 5 Factors That Matter

Tue, 22 Sep 2026 13:32:44 +0530

GIFT Nifty, FII flows, crude oil, USD/INR, and the pre-open order book all feed the Nifty 50's opening print. Here's how to read each input in a five-minute morning routine.

Elevate Campuses: Interesting business, complicated IPO

Tue, 22 Sep 2026 13:02:51 +0530

Elevate Campuses is raising Rs 2,100 crore with no offer for sale. Our review looks at where the money actually goes, what the business earns and the risks.

How to Decide Your Asset Allocation in 2026: 5 Criteria That Actually Matter

Tue, 22 Sep 2026 12:39:48 +0530

SEBI's 2026 rule changes reshaped fund categories. Here's how time horizon, risk capacity, goal-specific splits, market cycles, and rebalancing discipline decide your allocation.

How to Control Lifestyle Inflation Without Feeling Deprived

Tue, 22 Sep 2026 12:29:03 +0530

Lifestyle inflation isn't overspending – it's unallocated raises turning into costlier habits. Here's the split rule to apply the moment new money arrives, before it disappears.

5 Things to Check Before Submitting an SGB Redemption Request

Tue, 22 Sep 2026 12:23:06 +0530

Miss the submission window and you wait 6 months. Wrong bank account or holding channel, and the credit fails. Here's the 5-point checklist before any SGB redemption request.

5 Criteria to Know If Zero-Based Budgeting Suits You

Mon, 21 Sep 2026 17:04:57 +0530

ZBB catches spending leaks no percentage rule finds – but only if your income is stable and you'll actually rebuild it monthly. Here are 5 criteria to check before you commit.

Resumption of subscriptions in international schemes of Invesco Mutual Fund

Mon, 21 Sep 2026 16:37:24 +0530

Invesco Mutual Fund has resumed subscriptions in its international scheme

Auto-Sweep FD vs Regular FD: Which Should You Choose?

Mon, 21 Sep 2026 16:01:06 +0530

Both earn the same FD rate. Auto-sweep suits fluctuating balances; regular FD suits stable surpluses. Here's the threshold-setting mistake that quietly kills the sweep's benefit.

What Does a Fund's Cash Allocation Tell You About Its Strategy?x`

Mon, 21 Sep 2026 15:49:33 +0530

High cash in a fund could mean valuation discipline, category mandate, or undeployed inflows – not a crash forecast. Here's how to read it correctly before reacting.

Thematic vs Sectoral Mutual Funds: Which Fits Your Goal?

Mon, 21 Sep 2026 15:18:21 +0530

Are you confused between thematic and sectoral mutual funds? Learn the real difference, how much to allocate, and which suits your investment goal best.