A reader asks, “can I hold 25% of index mutual funds in my portfolio?”. Superficially it might seem like a wrong thing to do. However, it depends on the index and the rest of the equity portfolio.
Continue reading →The NSE has introduced a new strategy index, Nifty200 Momentum 30 index which tracks the performance of 30 stocks with high momentum score. We evaluate the performance of the index in this article.
Continue reading →“My SIP in Nifty Next 50 over the two and a half years has underperformed a Nifty SIP. Should I switch my SIP from Nifty Next 50 to Nifty 50?” We discuss this question posed by Nirmal.
Continue reading →List of Nifty Next 50 stocks with index weightage and market capitalization are tabulated for August 2020. These are 50 companies from NIFTY 100 after excluding the NIFTY 50 companies representing about 10-11% of the free-float market capitalization of the stocks listed on NSE. To be included in the Nifty Next 50, a stock must…
Continue reading →Here are 62 indices from NSE, BSE and CRISIL with more than 10% returns from a 15-year SIP from 1st Aug 2005 to 7th Aug 2020.
Continue reading →Nifty 50 stocks with index weightage and market capitalization are tabulated for August 2020. These 50 out of the 1600 companies traded on the NSErepresenting 65% its float-adjusted market capitalization. The index started trading in April 1996. To be included in the Nifty, a stock must have an impact cost of less than 0.5% during…
Continue reading →Take the NIfty 50 index. It has 50 stocks and that sounds like a lot, but just ten of then make 62.7% of the total weight. In the case of the Sensex, it is 71.11%. Even in the case of the S&P 500 the top 10 accounts for 27.1% of the total weight (all nos…
Continue reading →Readers may recall that the Nifty/Sensex moved up since Feb 2018 (until the crash this year) while the rest of the market moved down. We had reported that this market imbalance/inhomogeneity lead to an all-time high return difference between Nifty 50 vs Nifty 50 Equal-weight indices in Dec 2019 and also pointed out that Market crash…
Continue reading →A natural, emerging question among investors looking for professional help from a SEBI registered fee-only advisor is, “If the financial planner only recommends index funds, why should I engage with him?” We requested SEBI Registered Investment Advisor Swapnil Kendhe to explain the nature of the financial planning process and what clients are actually paying for.
Continue reading →Investors can create a simple, minimalistic two-fund equity mutual portfolio by investing in a Nifty index fund and a Nifty Next 50 index fund. While one should rebalance between asset classes, for example between equity and fixed income, in a standard two-asset class portfolio, should one rebalance between Nifty and Next 50?
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