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…
Category: Case Study
Don’t look at Returns of NPS (Equity Scheme E) in isolation. Here’s Why?
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…
Rs 90+ Lakh Anyone? A simple example of Wealth Creation from Indian Equities
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…
Nifty P/E Ratio & Returns: Detailed Analysis of 20-years (1999-2019) Updated
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…
Nifty Annual Returns: Historical Analysis (Updated 2019 2020)
[Update]: Annual Nifty Returns updated on 31st December 2019 to show full-year actual returns.What was Nifty 50 annual returns in 2019?Or you may have more general questions like:What have been Nifty annual returns?What has been Nifty 50 annual returns?What have…
Great Indian Valuation Party continues. But…
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…
P/E Ratio Analysis of Nifty Returns – 2017 Update
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…
Do Indian Markets Bounce off PE levels of 12 & 24?
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…
How changes in Index Constituents impact Index PE Ratios and PE Based Investing?
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…
Case Study – Do You Have Surplus Money To Put Aside for 5+ Years? Then You Should Read This
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…
Case Study – Combining HDFC Top 200 & Recurring Deposit – Part 4
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.…
Case Study – Combining HDFC Top 200 & Recurring Deposit – Part 3
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…
Case Study – Combining HDFC Top 200 & Recurring Deposit – Part 2 (Reader’s Reactions)
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…
Case Study – Surprising Results of combining HDFC Top 200 & Recurring Deposit (Market Crash Fund)
We always think that it is best to invest when markets are down. But how often are we able to do it? Not regularly. Why? There are 2 reasons.First - The markets don't go down regularly.Second - When they do…
Proof (Using 24+ Years Data) that Market Timing May Not Be Worth the Effort…Atleast for Us
I know people who have an uncanny knack of making correct calls (with almost perfect timings) in markets. And surprisingly, they are right more often than they are wrong. This surprises me as almost all wise investors are of view…