Performance comparison: Cap-Based Vs. Factor Indices (2009-2025)
This is an update over the post about performance comparison of various factor and cap-based indices in 2022. I have […]
How is the Income up to Rs 12 lacs tax-free?
The Union Budget 2025 has brought huge relief to the middle class. Both the tax slabs and the tax slab
Do Mid and Small Cap Stocks always outperform Large Cap Stocks?
Investor: “I think we should increase exposure to mid and small cap funds. I am investing for the long term
Which investments to pick for your Children’s Education?
You welcome a new member to your family. After the initial euphoria settles down, you get serious and want to
NPS Vatsalya: Worry about your children’s education, not their retirement
If you are a young parent, which financial goals would be at the top of your mind? Let me add
New PPF rules for NRIs
PPF is one of the finest fixed income investments. Exempt-Exempt-Exempt. You get tax benefits on investment, earn tax-free interest, and
Different Shades of Momentum Investing: Which one do you like?
It has been raining factor index funds. Recently, an AMC launched a Nifty 500 Momentum 50 index fund, the first
The Pros and Cons of Equal Weight Indices
Equal weight indices are in vogue. You must have noticed fresh index fund launches from various AMCs. In this post,
No Indexation Benefit if property sold at loss; NRIs lose out
The Government took away the indexation benefit for properties in Budget 2024. After receiving feedback, the Government relented and gave