All articles related to the “topic”, Nifty 50
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund is an open-ended scheme tracking the Nifty 50 Equal-Weight TR Index. In this review, we analyse the performance of the underlying index by comparing it with NIfty 50 and Nifty Next 50 total return indices. What is an equal-weighted index? The NIfty, Sensex, Nifty 100,…
Continue reading →The market rally over the last few months has seen the Nifty 50 equal weight TR index (N50 EW)surge past the Nifty 50 (N50) TR index. The N50EW one-year return minus the N50 one-year return has reached a level last seen four years ago. Readers may recall our Dec 2019 that the return difference of…
Continue reading →Nippon India Nifty 50 Value 20 Index Fund is an open-ended passive fund that will track the Nifty 50 Value 20 Index. The NFO period of this fund is from Feb 4th to Feb 12th 2021. This article looks at the risk and reward of the underlying index and answers if it makes sense to…
Continue reading →Did you know that ten-year SIP returns for the Nifty 50 TRI index were at an all-time low of 3.85% in April 2020? In Nov 2020, this ten-year return has increased by 7.34% to 11.2%. In this article, we look at the long-term trends of ten and fifteen years returns of the Nifty 50 and…
Continue reading →Nifty 50 stocks with index weightage and market capitalization are tabulated for November 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. Nifty 50 Stock weights (%) November 2020 Security Name Industry Free Float Market Capitalisation (Rs. Crores) Weightage (%)…
Continue reading →We present the result of SIP returns comparison: Nifty 50 vs active mutual funds (large cap, large and mid cap, mid cap, small cap and multi-cap) over the last fifteen years. The dramatic drop in outperformance seems to have started seven-eight years ago and not just from Feb 2018 as earlier believed. We had earlier…
Continue reading →“What return can I expect from a Nifty 50 SIP over the next 10 years?” This is a typical newbie question. We have pointed out that no one can or no one should expect returns from mutual funds. Yet we still see statements on social media that 10-12% return is “easily possible”. On what basis…
Continue reading →In this article, we present results from an analysis of the NIfty 50 portfolio over the last ten years. We find that the weight of the top five stock is currently the highest and six stocks dominate the top five positions. We use the portfolio of Nippon India ETF Nifty BeEs as a proxy for…
Continue reading →Nifty 50 companies with index weightage are listed for November 2020. These 50 out of the 1600 companies traded on the NSE representing 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 the last…
Continue reading →“My SIP in Nifty Next 50 over the two and a half years has underperformed a Nifty SIP. Should I switch my SIP from Nifty Next 50 to Nifty 50?” We discuss this question posed by Nirmal.
Continue reading →Nifty 50 stocks with index weightage and market capitalization are tabulated for August 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…
Continue reading →Here is why the price of SEBI Nifty ETF 50 did not track the NIfty on 16th Mar 2020 resulting in a huge price-NAV disparity
Continue reading →The fortunes of the top 10,15 stocks in the Nifty 50 or Nifty 100 has governed the movement of the entire index since Sep 2017. Is this new? The return difference between Nifty 50 and Nifty 50 Equal-Weight Indices is at an all-time high! What can we learn from this? An analysis.
Continue reading →This is a comparison of SBI ETF Nifty 50 with UTI Nifty Index Fund. we ask if it automatically makes sense to choose the SBI ETF as its expense ratio is 30% lower? The answer is no!
Continue reading →Here is how the NPS Tier 1 Equity Schemes (“E”) have performed since inception. Many mistakenly assume NPS equity schemes are index mutual funds tracking Nifty 50. A look at the scheme portfolios would immediately dispel that myth. The NPS E schemes hold close to 100 stocks. Getting the historical NAV history of the NPS…
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