In an earlier post, we discussed factor-investing and compared the performance of various factor indices (Value, Momentum, Quality, Low Volatility, and Alpha). The performance of some of the … [Read More...] about Nifty Alpha Low Volatility 30: Review and Performance Comparison
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How risky is your mutual fund scheme? How do you answer the above question? If you ask an investor, the answer will vary depending on, among other things, investor risk profile, investor mood, … [Read More...] about SEBI Mutual Fund Risk Ratings: Is Risk-o-Meter useful?
In some of the earlier posts, I have written about momentum and low volatility investing. In this post, I compare the performance of various factor-based indices. What is Factor Investing? This … [Read More...] about Nifty Factor Indices (Value, Momentum, Quality, Low Volatility, Alpha): Performance Comparison
In Budget 2018, Long term capital gains tax on equity mutual funds was introduced. Prior to the change, the LTCG on sale of equity mutual funds was exempt from tax. This change brought an interesting … [Read More...] about Tax-Free ULIPs vs. Mutual Funds with LTCG tax: Which is better?
I have written about momentum investing before. I compared the performance of S&P BSE Momentum Index TRI with Nifty 50, Nifty Next 50 and Nifty Midcap 150 indices in an earlier post (Does … [Read More...] about Nifty 200 Momentum 30 Index: Review & Performance Comparison
Interest rates have been going down for over 18 months now. If you have taken a home loan, your bank would have passed some of this benefit to you in the form of lower interest rates. Usually, the … [Read More...] about The Bank offers to reduce Home Loan Interest Rate for a fee. How to figure out if the offer is good?
There is always a flavour of the season in investments. Sometimes, it is large cap stocks. Sometimes, it is small cap stocks. It can be gold. Or Banking or Pharma stocks. Bitcoins. Or international … [Read More...] about In investing, Nothing works all the time
LIC has launched a new immediate annuity plan LIC Jeevan Akshay VII (Plan 857). Moreover, the immediate annuity variants of LIC Jeevan Shanti (Plan 850) have been withdrawn. Thus, LIC Jeevan Shanti … [Read More...] about LIC Jeevan Akshay VII (857): Review: New Immediate Plan from LIC
Risk and Reward go hand in hand. Higher the risk, greater the reward. So, if you are looking for higher returns, you just need to load up on risk. At least, that’s what the Capital Asset Pricing … [Read More...] about Does Low Volatility Investing beat Nifty and Sensex?
If you are a value investor, your investment philosophy must be to buy beaten-down stocks that are trading below their value. However, not everyone thinks alike. There is another school of thought … [Read More...] about Does Momentum Investing work in India?