List of Nifty Next 50 stocks with index weightage and market capitalization are tabulated for October 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 →We find that only three actively managed small cap mutual funds have managed to beat the Nifty Next 50 total returns index consistently over three, four and five-year durations. This study follows the Handpicked List of Mutual Funds Oct-Dec 2020 (PlumbLine) edition where we pointed out that we will be reevaluating small cap and midcap mutual…
Continue reading →Govt of India (GOI) has announced the sale (Re-issue) of 6.80% Government bonds maturing in 2060. Retail investors can participate in this sale via the NSEgoBid platform on 6th and 7th Oct 2020 (10 am to 5 pm). The auction will be conducted by the RBI on 9th Oct. Details of the 6.8% GOI Bond: …
Continue reading →Here is an interesting question from a young earner about to start his career: Dear Sir, I started following your work recently. I am 21 years old now and will graduate with a BCA degree this month. My internship is getting converted to full-time next month. I will be working as a Front End Developer…
Continue reading →This is a FAQ of the “Earn from Skills” course.
Continue reading →Sukanya Samriddhi Yojana (SSY) was launched in 2015 as a part of Beti Bachao Beti Padhao campaign. The scheme is specifically focused towards the girl child and is designed as a small savings scheme that can be used as an investment vehicle towards future expenses of the girl child, like education and marriage. In 2019,…
Continue reading →We see a popular website, YouTube channel or Instagram account and often wonder how much they would be earning. We would like the same too but do not know where to start. Search for “ways to make money online” and you would see the same list everywhere – freelancing, stock trading etc. The problem lies…
Continue reading →Often, we do not need a calculator to tell us that we are not earning enough. Just the calendar is good enough for us. I often ask the audience in my corporate presentations, “When does your month-end?”. That is when you start looking forward to the next paycheque. Answers vary from 15th to 5th –…
Continue reading →In this edition of reader story, let us peruse a message from Virendra (published with permission) about how he set his finances in order with the help if goal-based investing. In particular, how the result of a retirement calculator drove him into action. His journey is similar to mine – driven by the fear of making…
Continue reading →In this report, we evaluate how actively managed midcap mutual funds have fared against the Nifty Next 50 Total Returns Index. We identify four midcap mutual funds have outperformed the Nifty Next 50 total returns index consistently.
Continue reading →Nippon India Nifty Smallcap 250 Index Fund is an open-ended scheme that will track the Nifty Smallcap 250 Index. Should passive investors add this to their portfolio? Should one invest in a small cap index fund instead of an actively managed small cap fund? If one does choose this index fund, how should they invest?…
Continue reading →Pension is an extremely important part of a personal retirement portfolio. Recent developments in the bond market have made it possible for a retail investor to buy long-term Government of India (GOI) bonds (different from RBI floating rate bond). It is time to ask if a GOI bond can be used for a pension and…
Continue reading →With the fourth quarter of 2020 almost upon us, we review the freefincal list of handpicked mutual funds. New and old investors can use it according to their specific needs. Called “PlumbLine”, this was started in Sep 2017 for beginners to accompany the freefincal robo advisory template.
Continue reading →These eight large and midcap mutual funds have consistently outperformed the Nifty Largemidcap 250 TRI over every possible three, four and five-year windows since 1st Jan 2013.
Continue reading →An overdraft account is a type of credit facility offered by a bank in which one can overdraw funds, for example, write a cheque for Rs. one lakh when our account balance is zero. In this article, we discuss when it should be used.
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