Value Research Helpline Q&A on 9th January 2021 at 4 pm

00:00 Introduction
00:24 What is considered as the date & cost of acquisition of segregated portfolios for tax purposes?
03:01 How often should a mutual fund portfolio be reviewed for re-jigging or for rationalisation?
06:19 Would you recommend an SIP style of investment in index ETFs? Is the lower expense ratio worth it?
08:21 Is it better to invest in good companies for long-term instead of investing in mutual funds?
11:25 How do I invest Rs 30,000 per month for the next 15 years for education of my 1-year-old kid?
13:09 What are the risks of investing in Short Duration debt funds from an interest rate point of view?
15:25 After the Franklin crisis, is it advisable to discontinue HDFC & ICICI credit risk funds?
18:05 Is it advisable to add crypto currency to my portfolio for diversification?
20:54 Are balanced advantage funds protected from the downside risk?
22:43 Is it advisable for a first time investor to invest in index funds?
24:54 Between index funds & ETFs, which is better considering factors such as cost and liquidity?
26:38 Isn’t investing in thematic funds better than direct stocks?
28:55 I have Rs 10 lakh parked in liquid funds. Is it safe to move 50% of this to money market funds?
30:49 What’ll be the exit load if I sell units of ICICI Prudential Bluechip Fund that I bought last year?

#VRHelpline #AskVR #ValueResearch #MutualFund

[anishbabu]

Well done VR. Ashutosh is doing a commendable job in Mr. Dhirendra’ s place. Keep it up.

Also VR can consider an short info segment of what they consider the best funds in the different market cap categories. Just to create some more buzz about VR.

[arnabbhattacharjee]

Where can I check the changes in AUM and changes in Borrowings (over a period of time) for any debt fund in Value Research Online.

[diptarkasaha]

How to add sovereign gold bonds in VR portfolio?

[pulakdas]

Previously Dhirendra Kumar was Presenting VR Q & A which quality was far better than now.
Q&A presenter need to be elaborate questions with example and energetic, most of the viewers are non finance background including me. Day by day I am losing my interest from VR Q&A program. Really you need improvement to grow your channel (indirectly help to grow your company business).