Will Benjamin Graham’s 50% Stocks 50% Bonds strategy work for India?
Will Ben Grahams 50% equity 50% fixed income portfolio work for India? Or is too conservative? An analysis
Continue reading →These five equity hybrid funds fell 50% less than Nifty during the crash
The NIfty fell 36.85% from Feb 20th 2020 to March 23rd 2020. A look at how dynamic asset allocation funds and balanced advantage funds fared during this period.
Continue reading →This is how buying US stocks will affect your portfolio
Will 10% exposure to US Equity make a difference to my portfolio? Or should I add 20%? Is it necessary to rebalance such small exposure? An analysis
Continue reading →10-year SIP return of these five stock indices twice as that of Nifty!
We study 10-year SIP returns of twenty market cap-weighted and factor-weighted indices. Five factor-weighted indices have a return two times or more than that of NIfty!
Continue reading →Gold beats Sensex over last 20 years! Time to invest in gold?
We compare long term lump sum and SIP returns of Stocks vs Gold vs Bonds to find that 20-year Sensex Returns are now lower than Gold (perhaps for the first time)
Continue reading →Motilal Oswal S&P 500 Index Fund: What return can I expect from this?
Motilal Oswal S&P 500 Index Fund is now in its NFO period. This is a deep-dive into S&P 500 returns to find out if it is beneficial for resident Indians to invest and more importantly if it is worth the effort.
Continue reading →Three excellent aggressive hybrid mutual fund performers
These three aggressive hybrid funds have outperformed CRISIL Hybrid 35+65 – Aggressive Index and also done well wrt Nifty 100 TRI
Continue reading →Sovereign Gold Bond Scheme 2020-21: When to use and when not to!
Here is when investors should use the Sovereign Gold Bond Scheme 2020-21 and more importantly when not to!
Continue reading →April 2020 Equity Mutual Fund Performance Screener
Screener for consistent, best-performing equity mutual funds in April 2020. You can screen on the basis of fund category & benchmark, risk and returns. Includes an Rs. 1000 off, discounted link to the lectures on goal-based portfolio management.
Continue reading →How young earners are coming to terms with the reality of recession
How young earners are coming to terms with the market crash and the possibility of a weak future
Continue reading →SIP vs Lump Sum Investment: Which reacts to market changes more?
We track month by month returns of a SIP and lump sum investment to determine which reacts more to market movements
Continue reading →Why a SIP in Small Cap Mutual Funds is a waste of money and time
Here is why a simple SIP alone in Small Cap Mutual Finds is far from rewarding in the long term and is a waste of your resources
Continue reading →NPS pandemic relief inferior to EPF’s unconditional withdrawal
The NPS has responded to the lockdown by merely updating its list of critical illnesses eligible for partial withdrawal highlighting the superiority of EPF
Continue reading →Ten year SIP Return of Most Equity Mfs is now less than 10%
As on 9th April 2020, more than 90% of equity mutual funds now have a 10-year SIP return in single digits (before tax)!
Continue reading →15-year Nifty SIP returns crash to 8% (51% reduction since 2014)
A mutual fund SIP left unmanaged will fluctuate with the market no matter how long we wait patiently!
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