Asset Allocation Quilt 2021 for Indian markets. I came across this interesting depiction of asset class performance chart in a tweet (link). Have a look at the below quilt and spend some time studying it. The table (or quilt) above…
Read More Asset Allocation Quilt – No Asset Works Well Every Year. But…
What happens when you invest in Nifty50 and stay invested for 5 years? What happens when you invest in Nifty50 and stay invested for 7 years? For most people, the definition of long term is around 5 to 7 years.…
Read More 5 and 7 years Nifty50 Returns (Detailed Analysis 2021 with 8000+ data points)
How about Using monthly interest from Rs 1 Crore FD as SIP in Mutual Funds? That is, you use the FD monthly interest as SIP. Can this be one ideal option for new investors who are looking to scale equity…
Read More When Rs 1 Crore FD Monthly Interest is used as SIP in Nifty [Case Study]
Want to send your child overseas for studies? As parents, many of you might want your children to go abroad for higher studies. Isn't it? However, higher education in foreign countries can be an expensive goal. Though it varies from…
Read More What is Cost of Studying Abroad (in Foreign) for your Children?
Having Rs 1 crore when your child turns 18. How would that make you feel? I am sure pretty good. 18 is the age which would be pretty close to when your child would have just begun his/her higher studies.…
Read More How to get Rs 1 crore on 18th Birthday of your Child?
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…
Many people treat 5 years as long term. I don’t. But generally, 5 years is a sufficiently long period when it comes to investing in equity and comparing the returns with safer debt options like debt funds, PPF, fixed deposits,…
Read More 5-year Nifty Return Analysis (+ ‘Next’ 2 year Returns)
Everybody wants to retire, but nobody wants to plan for it properly. Right? Most people’s strategy of retirement planning is ‘Hope’. And you would agree too that hope, isn’t the best of strategies. Not surprisingly, whenever we talk about retirement…
Read More NPS vs PPF: Which is Better for Retirement with Tax Saving?
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
I am planning to regularly track AMC level AUM data going forward. So hopefully, with each iteration, the information and details will increase. Please do note that the AUM figures are average quarterly figures published by AMFI. The table below shows…
Last few weeks haven’t been easy. And unless you are a perfect timer, chances are that your portfolio would be down. By how much? The cut would be less for those who decided to leave the party early and comparatively…
[Update]: Annual Nifty Returns updated on 31st December 2022 to show full-year actual returns. What was Nifty 50 annual returns in 2022? Or you may have more general questions like: What have been Nifty annual returns? What has been Nifty…
Read More Nifty Annual Returns: Historical Analysis (Updated 2022-23)
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…
Updated - Nifty monthly returns data updated till October 2017. Many people want to know the monthly returns generated by stock markets. Though these monthly returns don’t matter much to the long-term investors, it still makes for an interesting data…
