Nifty 50, as you know is made up of 50 stocks of different weightages. And generally, it is accepted to be a well-diversified index that represents the Indian markets sufficiently well. But in recent times, the skewed weights of few…
Read More Top 5 = 44%, Top 10 = 62%: Concentration Risk in Nifty 50?
I couldn't pick a better word than 'unforgettable' to define March 2020. Ofcourse, another possible choice was 'Bloody' due to the sudden crash in Indian (and global) markets. But the speed and the sharpness of the fall was such that…
Yesterday, I sent out a note to my clients about the on-going market correction. And while talking to one of them, he asked me how much lower could the Nifty go? Since I don’t have a crystal ball, I could…
Many NPS subscribers make the mistake of looking at just the Equity Returns of NPS and trying to make an assessment of whether NPS is giving good returns or not. But only considering returns Equity Funds (Scheme E) of NPS…
Read More Don’t look at Returns of NPS (Equity Scheme E) in isolation. Here’s Why?
Yesterday, I was talking to a young relative of mine about how Sensex had touched 39,000 for the first time and how it had created immense wealth for investors in past years. But despite being young, this guy was somehow…
Read More Rs 90+ Lakh Anyone? A simple example of Wealth Creation from Indian Equities
Like previous years, I have once again revised the Nifty PE-Ratio & Return analysis to include fresh data (up to December 2018). Now, this analysis has data spanning from early-1999 to late-2018, i.e. full 20 years. This analysis uses one…
Read More Nifty P/E Ratio & Returns: Detailed Analysis of 20-years (1999-2019) Updated
[Update]: Annual Nifty Returns updated on 31st December 2019 to show full-year actual returns. What was Nifty 50 annual returns in 2019? What was Nifty 50 annual returns in 2020? Or you may have more general questions like: What…
Read More Nifty Annual Returns: Historical Analysis (Updated 2020-21)
One of the problems in raising concerns about valuations is that you can end up looking like a party pooper. And if future markets movements do not happen in line with what you are expecting, you can even end up…
Edited: An updated and more detailed analysis is published in 2019 and is available here. This is the detailed annual analysis - comparing Nifty P/E with Investment Returns. It compares returns earned (during various periods ranging from 3 to 10…
Sounds like a title of some Technical Analysis writeup? I don’t blame you. 🙂 But rest assured it is not. Infact, this will be an entertaining post for you if you are interested in giving some thought to PE-Based investing. In…
Read More Do Indian Markets Bounce off PE levels of 12 & 24?
I was working on a more comprehensive P/E Ratio analysis of Nifty and Sensex when I thought about bringing this important point to everyone’s notice. In December 2015, Sensex underwent few small changes. Two companies in the 30-share index were…
Read More How changes in Index Constituents impact Index PE Ratios and PE Based Investing?
Note – This is a guest post by Ajay who sometime back, shared his experiences with Mutual Fund investing in the post titled HowI Created a Corpus of Rs 3.7 Crores in 10 Years and its second part.Go and ask any…
This is the fourth and final part of the SIP Case Study which made use of HDFC Top 200 as the chosen fund. In previous post, I had evaluated the impact of considering the interest accrued on Market Crash Fund.…
Read More Case Study – Combining HDFC Top 200 & Recurring Deposit – Part 4
This is the third part of the SIP related Case Study where I compared the performance of following 2 scenarios: Scenario 1: Investing regularly (Rs 5000) & periodically making lumpsum investments when markets are down. This lumpsum amount would be…
Read More Case Study – Combining HDFC Top 200 & Recurring Deposit – Part 3
The Case Study post where I tested the following scenario (hypothesis) generated quite a lot of discussion.Investing regularly (Rs X) & periodically making lumpsum investments* when markets are down, will fetch higher returns than regularly investing double the regular amount…
Read More Case Study – Combining HDFC Top 200 & Recurring Deposit – Part 2 (Reader’s Reactions)
