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!
Continue reading →What to do if you forgot to include important info while buying insurance
Did you miss some relevant information in your insurance application (life/health/accident etc.)? Then this is what you need to do
Continue reading →Should I withdraw from EPF and invest in equity now?
Should you take advantage of EPF advance announced in view of the lockdown and shift it to equity? A look at who should consider this.
Continue reading →Sensex records biggest intraday gain after 10Y but crisis is far from over
The Sensex moved up the most today (7th April) after almost 11 years. However, this does not mean the crisis is over! An analysis.
Continue reading →Five Stocks with momentum & low volatility (Stock Screener April 2020)
Yes! We still have five momentum stocks with low volatility even in this market! This is a momentum stock screener with low price volatility (April 2020). The screener covers 100 stocks from the Nifty 100 Index Inside, you also get an Rs. 1000 off, discounted link to the lectures on goal-based portfolio management
Continue reading →