Here is a simple way to select mutual funds that have beat the category benchmark in terms of both return and risk over the last one, two, three, four and five years simultaneously! That is higher than the benchmark return and lower than benchmark risk.
Continue reading →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 →These are the 30 Sensex stocks with weights for September 2020. Sensex is the oldest stock index of India. It has the top 30 stocks by market capitalization trading in the BSE. Company Name Holding(%) Sector Reliance Industries Ltd. 15.6 Crude Oil HDFC Bank Ltd. 11.2 Bank Infosys Ltd. 8.2 IT Housing Development Finance Corporation…
Continue reading →Parag Parikh Long Term Equity Fund has issued a “change in the fundamental attribute” addendum to the scheme mandate including covered call options. In this article, we explain this strategy, why it is used and what investors should do when they receive such notifications from AMCs.
Continue reading →SEBI was forced to release a press release on 14th Sep 2020 after its Sep 11th circular change in multicap fund asset allocation caused concern about fall in large caps in the coming days. SEBIs unnecessary change has lead investors to ask if they should consider an exit from multicap mutual funds.
Continue reading →A question that often worries young earners is, “What percentage of my salary should I invest each month? Is 10% okay? Or should it be 20%?” Often this is asked when a person wants a quick rule of thumb to check if they are on the right track so they spend free from guilt. Unfortunately,…
Continue reading →We evaluate the performance consistency of HDFC Balanced Advantage Fund by comparing it with Nifty 100 TRI and CRISIL 65% Equity 35% Bonds hybrid index.
Continue reading →In a circular dated Sep 11th 2020, SEBI has modified asset allocation rules for multicap mutual funds. We discuss how this rule is unnecessary and is likely to affect investors.
Continue reading →Nifty 50 stocks with index weightage and market capitalization are tabulated for September 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…
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