39 results for “ETF”

[Podcast] Exchange Traded Funda: How ETFs Work

In this episode, Deepak and Shray get into the weeds on all things Exchange Traded Funds — what they are, how they work, where they don’t work, and why, despite sounding like the next great revolution in investing, they haven’t quite clicked here yet.

[Podcast] Here’s why taxes impact your investing decisions

Podcast: Why SEBI should implement India's EDGAR and more

Recently, as of 7th September 2022, total Demat accounts in India touched the 10 crore mark. This is a staggering increase from 40 crore Demat accounts in Mach 2020. This alone is a testimony of increased participation and inclusion of individuals in Indian markets. More and more Indians, especially youngsters, are taking to investing in equities enabled by their smartphones - digital broking, increased information access, and social media influence. The whole securities (stock) market ecosystem has evolved immensely over the past decade and deserves a lot of credit for the recent growth in the participation of new investors. At the helm of the ecosystem sits our regulators who are responsible to enable, guide, protect and watch the market participants to ensure that we have a fair and thriving market. In this episode, Deepak and Shray talk about the role SEBI can play in shaping the future of the markets. They talk about data warehousing, data accessibility, regulatory enhancements, bond markets, disclosures & reporting, and a lot more that would make our markets more accessible.

Podcast: Is it a good time to invest in gold?

🎙New Podcast In this episode, Deepak and Shray unravel different aspects related to investing in gold.  Gold has been around as a store of value for a couple of millennia, probably longer, because of how little there is and how difficult it is to get out of the earth. Now get this - all the Gold mined would fit in a crate with sides of 21 meters. That’s roughly the length of three and a half standard containers. Yet, in the last decade, this scarce and loved asset class has done just enough to match inflation. This means, adjusted for inflation, gold has returned nothing! Now, after putting returns of gold into perspective, we get on to the theme of our podcast - Does it make sense to invest in Gold? We look at gold from different lenses while we determine: - If gold is a hedge against inflation? - Can gold protect you in a crisis like war? - Is gold investment to create long-term wealth? - What's an efficient way to invest in gold?

DSP Global Innovation Fund of Fund Review: Swinging for the fence

The DSP Global Innovation Fund of Funds invests in six foreign funds: Bluebox Global Technology Fund (20%) BGF World Technology (20%) Morgan Stanley US Insight Fund (15%) Nikko AM ARK Disruptive Innovation Fund (15%) ishares NASDAQ 100 UCITs ETF (15%) ishares Semiconductor ETF (15%) Should you invest?

The Best Nifty Index Fund in 2021

The largest mutual fund in India is the SBI Nifty Index Fund (ETF). This fund has 119,000 cr. in AUM. The next largest fund is the SBI Sensex fund (ETF) with 60,000 cr. These are "index funds", where the fund manager simply follows an index, versus an "active" fund where a fund manager thinks deeply and decides which stocks to buy. So what are index funds? What if we said that when it comes to evaluating index funds, expense ratios do not matter? Real Expense Ratios matter, and you won't find that on the fund factsheet, and definitely not in the marketing presentation. In this post, we get into the details of how to evaluate and pick the best index fund. Also, which is the best NIFTY Index fund and best NIFTY ETF in 2021.

EP40: How Smallcase helped create a new generation of investors

Episode 40 and we’re speaking to the fintech firm that just raised 40 Million dollars last week - Smallcase! Deepak sits down with co-founders Vasanth and Anugrah to talk about creating a new way to invest in stocks, investment lessons from the pandemic and what’s up next from the Smallcase team.

EP39: Why we run a PMS and how we do it differently

What is a Portfolio Management Service? How does it really work? Do they actually benefit their clients? In this episode, Vashistha and Deepak explore PMS' through their experience of running one at Capitalmind. They explain how the operations work, the pros and cons of different fee structures, quantitative strategies and how PMS' are different from AIFs, Mutual Funds and Smallcases.

EP38: Money, after you die

How do you plan for a smooth transfer of your wealth after you die? And how do you help someone whose loved one has passed on? In this episode, Shray and Deepak explore what you must do in an unfortunate circumstance of a loved one's death, and for an easy transition in case of your own. We also invite Harshavardhan Ganesan, a practicing lawyer, to give us the legal perspective. Listen in for real life anecdotes from covid, succession certificates, legal wills, and some counter-intuitive learnings.

How this simple ETF strategy beats the best large cap mutual funds

A simple ETF strategy, as Capitalmind's Passive Portfolio, has been in the top 10% of 3-year-returns of all large cap mutual funds for nearly the last decade, as we find in a back test. We plot these returns and show you how, if you'd invested for any three year window in the last decade, you would have been better off with the Passives. Read on for a deeper analysis!

ICICI Prudential NIFTY Low Vol 30 ETF FoF: Should you invest?

ICICI Prudential Mutual Fund has launched an NFO (New Fund Offering) for a passive equity fund of fund based on their existing NIFTY Low Vol 30 ETF. The NFO will open from 23rd March to 6th April 2021. We took a look to see if it makes sense for investors. Short Answer: We like this index,  a lot. The NIFTY 100 Low Volatility 30 index, on which this passive ETF and Fund of Fund are based, has handily outperformed the NIFTY 100 over the last 16 years by almost 400 bps per year. It has done this with lower overall volatility and better drawdowns. This outperformance has been consistent: Over three-year holding periods, the NIFTY Low Vol 30 index outperforms 89% of the time. Over five-year holding periods, it outperforms 99% of the time. This is easily than almost every available actively managed fund. For the investor new to the idea of rule-based portfolio selection strategies, the ICICI Prudential NIFTY 100 Low Vol 30 Fund of Fund is an excellent way to get started.  Read on for our detailed review.

Is the Nippon CPSE Bond Plus SDL ETF 2024 Worth It?

There's a New Fund Offer (NFO) of a Bond ETF in town. And it's going to do the "safe" thing. The Nippon India CPSE Bond Plus SDL Sep 2024 ETF will: invest 50% in state development loans (SDLs) invest the remaining in debt issued by public sector companies (PSUs) close out all the debt by September 2024 and return money This ETF has an open offer going on between November 3 and November 9, 2020.

Podcast #33: Momentum Investing, Unintuitive yet Effective

In this episode of the Capitalmind Podcast we discuss what is momentum investing, the key research by academics and practitioners that started the exploration into this strategy, the two schools of thought that explain why it exists. How it applies to Indian markets, and our analysis into whether it has worked. Also the downsides of momentum, both real and perceived, and in what ways it can be a good counterweight to a bottom-up fundamentally picked portfolio. We close with how we manage the Momentum portfolio at Capitalmind, and the differences between the Premium and the PMS Momentum portfolio.

Podcast #31: How trend following can make buy and hold better

In this episode, Shray and Sandeep discuss how adding a trend following layer to a long-only portfolio can help enhance returns and lower drawdowns, in the context of Capitalmind Chase - our own such strategy.

Podcast #28: Why credit rating agencies are irrelevant and deserve a downgrade

Podcast #26: Who moved my market? A deeper look at FIIs.

Podcast #25: How do you invest through a panic?

Podcast #24: How big is LIC anyway?

ICICIDirect's ETF Intelligent Portfolio - A Product For Passive Investors

Podcast #21: The amazing rise of passive and what you need to do about it

Podcast #19: Investing in NPS? The good, the bad, and the annuity

Bond Baba #5: Sovereign Gold Bond Scheme [Video]

Podcast #17: What to make of the Bharat Bond ETF

Podcast: The Investor Wants to Know (Episode-7)

Podcast: Anupam Gupta on Regular Investing and Where To Focus

#Linkfest - Insurers Bleed on ADAG Companies Ratings Downgrade, Indian Government's Global ETF, Amrapali Probe Reaches End Game, Brazilian Chicken Imports, and more

At Capitalmind Premium, we have a very active Slack channel where we discuss a lot of interesting topics. In there, a number of interesting links come our way. Here’s the most interesting of such links shared by our members in recent days.

Podcast Episode 2: Are Index Funds Outperforming Actively Managed Funds?

Bharat - 22 - A catch 22 for the Investor?

Weekly Mashup - Ballarpur Debt Default, Inefficient Market Hypothesis, Stupidity of ETF Investors & more!

Premium: Making Money From The Stupidity of ETF Investors?

Sometimes you see a Rs. 100 note on the ground. And you wonder, is it real? If it was real, wouldn't someone else have picked it up? Or if I bend down to pick it up, will someone steal my wallet? Can I phone a friend or take an audience poll? Life isn't a TV quiz, and sometimes you just take out your wallet, pick up the note from the ground and put it inside. One such "free lunch" is currently on.

Should You Buy That 5% Discounted CPSE ETF?

On Slack: SEBI Chief Extension, Cancer drug prices, EU referendum, SBI's new ETF, Oyo Rooms Ponzi scheme, RBI leadership, Chinese Dream, The Norway option, Importance of Put Call Ratio and much more...

Premium: Understanding Liquid Bees, An ETF for Safe Parking of Funds and to Optimize Margins

On Slack: ETF Rush, 7,269-cr penalty, Motherson Sumi, Economic Revival, Yellen speaks and more, at Capital Mind

The Low-Down on the PSU- ETF Where The Govt “Quasi” Divests Its Holdings

At Yahoo: ETFs and Skewed Indexes

Old Is Gold But ETFs Are Better Gold

Benchmark Gold ETF New Fund Offer

Exchange Traded Funds (ETFs)