With the Nifty/Sensex zooming to all-time highs within months of the biggest intraday fall when 10-year Nifty SIP Return fell to 2.3%, and 14-year SIP Return to 5%, investors are not happy to see healthy gains and double-digit mutual fund returns. With the natural nervousness associated with a market up move, investors would like to…
Continue reading →To aid active multi-cap funds to benchmark themselves after SEBI changed their asset-allocation pattern, NSE has launched a new index from Dec 2nd 2020, the Nifty500 Multicap 50:25:25 Index. In this article, we review the performance of this index. Since the index is new, the entire historical data (from 1st April 2005) is based on…
Continue reading →ICICI Prudential Quant Fund is an equity scheme that invests in equity and equity-related instruments selected based on a quantitative (quant) model. The NFO period of the fund ends on Dec 7th 2020. This is a review. The scheme information document says the fund can invest up to 95% in equity instrument out of close to…
Continue reading →Here is a list of stocks with momentum and low volatility for Dec 2020 from the Nifty 100. This month as many as 40stocks quality after filtering Nifty 100 with (1) positive 1-year return, (2) positive six-month return, (3) price > 200-day moving average, (4) 50% of daily positive returns, (5) lowest volatility. What is…
Continue reading →Recently, we received a query from a reader regarding some ambiguity in EPF interest rules. The reader was uncertain of how long an EPF account will earn interest if there is no contribution for 3 years or more than 3 years citing EPFO rules. About the author: Anjesh Bharatiya is a 30+ taxman by profession…
Continue reading →Reliance has been the ‘market engine’ ever since it came out with IPO during 1977; this is what many market veterans would like to remember it as. The company has been in the news recently when it completed the sale of about 10 per cent stake in its retail unit to a clutch of foreign…
Continue reading →Govt of India (GOI) has announced the sale (Re-issue) of Rs. 5000 crore worth of 6.67% Government Bonds maturing in 2050 via price-based auction. Up to 5% of the notified amount will be allotted to retail investors who can participate in this sale via the NSEGoBid platform. Here are the details. Bond name: 667GS2050A –…
Continue reading →It is now possible for retail investors in India to directly buy US stocks. One question that is now becoming popular among the investor community is, “can I buy US stocks (in particular US tech stocks) directly instead of investing in a US index like Nasdaq 100 or S & P 500?” SEBI registered fee-only advisor Avinash Luthria…
Continue reading →If you do not like to do complex financial planning calculations, here are some interesting and easy to use back-of-the-envelope financial planning calculations! About the author: Swapnil is a SEBI Registered Investment Advisor and part of my list of fee-only financial planners. You can learn more about him and his service via his website Vivektaru….
Continue reading →This weekend, make a little alone time to list your new year resolutions and implement them from Dec 1st. If those resolutions have anything to do money management, here are two free-books and free seminar that could help. Why you should make new year resolutions in November and implement them from Dec 1st? In his…
Continue reading →Have you ever wondered how much money a content writer can make? In this article, professional content writer Smriti explains what to expect as a content writer and how to earn a regular income from it. Content writing is a powerful tool to attract potential clients to your business or service. Quality content writers are…
Continue reading →Here is a step by step guide to e-file income tax return (ITR4) for AY 2020-21. Please consider forwarding this to a person who is going to file returns for this first time. You can also consult Guide to e-file Income Tax Return: ITR2, ITR3 and ITR5 About the author: Anjesh Bharatiya is a 30+…
Continue reading →Motilal Oswal 5 Year G-Sec ETF is an open-ended scheme replicating/tracking Nifty 5-year Benchmark G-Sec Index. It is being marketed as a “safe” and “a low-cost alternative to FDs”. In this review, we show this is not true and what investors need to know about this ETF. Suppose you buy a five-year G-sec bond vis…
Continue reading →Investors face the dilemma whether to invest in the FMCG company Tata Consumer Products Limited at this juncture when the stock has already seen a huge rally of 300% in the past 5 years and if it’s still a ‘value buy’. The company [erstwhile Tata Global Beverages Limited] was in the news recently when the…
Continue reading →Buying a car is a dream for most of us, and these days it is a reality. Hence the dream has become a desire, and slowly now the desire is becoming a necessity. Behind buying a home, a car would be the second biggest big-ticket purchase in our lives. Hence we need to give it…
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