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Beginner

Using Value Research Online for Mutual Fund Analysis

Value Research Online is the tool most serious Indian mutual fund investors check before they buy. This course teaches you to actually use it: read its star ratings correctly, pull the metrics that matter, compare funds side by side, and build a shortlist you can defend, instead of picking funds off a screener's top-10 list.

Value Research OnlineFund Star RatingsNAV, AUM and Expense RatioRisk MetricsFund Comparison
MODULES
3
DURATION
4 Hours
TRACK
Mutual Funds & ETFs

What You'll Master

Navigate Value Research Online and set up a free account
Read and correctly interpret VRO's 1-5 star fund rating system
Understand NAV, AUM, and expense ratio as shown on VRO
Tell trailing, rolling, and SIP returns apart and know when each matters
Read risk metrics like standard deviation, Sharpe ratio, and beta
Use VRO's fund comparison tool to shortlist funds within a category
Check portfolio overlap before adding a new fund to your portfolio
Access Level
LEARNER
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Everything included
Full Text Playbooks
Actionable Exercises
Mobile Reading Mode
Lifetime Updates

Curriculum Breakdown

Chapter 1: Getting Started with Value Research Online

3 Lessons
▶
Why Use a Dedicated Research Tool (Not Just Groww or Zerodha Coin)
Preview
▶
Setting Up Your VRO Account and Navigating the Interface
▶
Understanding VRO's Fund Rating System (1 to 5 Stars)

Chapter 2: Reading a Fund's Core Metrics on VRO

3 Lessons
▶
NAV, AUM, and Expense Ratio: What VRO Shows You
▶
Returns Tabs Explained: Trailing vs Rolling vs SIP Returns
▶
Risk Metrics on VRO: Standard Deviation, Sharpe Ratio, and Beta

Chapter 3: Comparing and Shortlisting Funds

3 Lessons
▶
Using VRO's Fund Comparison Tool
▶
Portfolio Overlap and Category Averages
▶
Building a Shortlist: A Practical Walkthrough with a Real Category