47 results for “Index Fund”

Apex India: Large-Cap Investing for NRIs Without the Mutual Fund Tax Hassle

The Apex India is our large-cap, stock-based strategy for NRIs and OCIs, designed to capture the essence of the Nifty 50 without holding all 50 stocks of the index. This naturally raises the question: Why not just buy an index fund?  Read on for the answer.

Are You Holding an Underperforming Mutual Fund?

Diversification is only half the job. Read on to know where active management adds value, where index funds make sense, and why a disciplined fund selection process matters.

Your Mutual Fund's New Expense Ratio has a Maths Problem

SEBI's biggest cost disclosure reform in three decades went live on April 1. The new framework is more transparent but one design choice produces numbers that could confuse everyone from retail investors to advisors to data platforms.

[Podcast] A Structured Approach to Cash Calls

[Podcast] Investing in Unlisted Companies: What's the deal?

Are unlisted securities worth investing in? What are they? In this edition of the Capitalmind Podcast, Deepak and Shray dive into the world of unlisted securities, the complexities of investing in them, the different pluses and minuses you might want to know, and more...

Nifty 100 vs Nifty Midcap 150: Which index should you pick for the long term?

Nifty 100 vs Nifty Midcap 150: Which index is the better long-term investment? Our analysis reveals that while the Nifty Midcap 150 has outperformed the Nifty 100 in recent years, particularly in the last five, historical data shows a more nuanced picture. The Midcap index tends to excel during bull runs but underperforms during market corrections. With higher returns and similar volatility over a 20-year period, the Midcap 150 seems attractive. However, investors should consider both indices as part of a diversified portfolio strategy, understanding that Midcap outperformance is largely driven by recent trends. We explore key metrics, rolling returns, and the growing popularity of index funds tracking these indices to help you make an informed decision.

How the Mutual Fund Total Expense Ratio (TER) works

A deep dive into the nuances of mutual fund expense ratios. We discuss the hidden costs of owning a mutual fund, explore various trends, and how costs can affect your investment outcomes.

Debt Mutual Funds will be taxed unfavourably after April 2023

The finance ministry has just delivered an inswinging yorker to the debt mutual fund industry. For long term investments made starting April, one major tax advantage has been removed. We decode the implications, what you might want to do, and why debt funds remain interesting.

[14-Jan] Newsletter: Investing in HoldCos, Market Overview & 5 Good reads

Podcast: LIC's Uncommon Profit and The HDFC Twins

In this episode, Deepak & Shray break from the trend of the 50,000 feet views and do something different. Rather than zooming out, we zoom in. We discuss two companies that are going through fascinating developments and seem to be providing interesting opportunities. In this episode, Deepak & Shray break from the trend and do something different. Rather than zooming out, we zoom in. We discuss two companies that are going through fascinating developments and make for an interesting discussion. LIC is a recently listed insurer that has a gigantic balance sheet and is a household name in our country of 1.4 billion. It operates in a market that is expanding wider as well as penetrating deeper. Yet, the company seems to be valued poorly by the markets. What’s happening here? HDFC and HDFC Bank announced that they will merge at the start of this financial year. The merger is progressing rapidly, getting through from one regulatory approval to another, without much drama. But, this merger is causing drama at unrelated places that have nothing to do with the business or the merger (well, not directly at least). Will this merger make index funds do crazy rebalances? Listen In.

[29 Oct 22] Newsletter: 30% OFF Diwali deal, Venus Pipes is Outlier, 5 Good Reads & More

🔆 Quick glance What's up with markets: Crisp overview of markets & macros What we are reading: 5 good reads from across the globe What's that outlier: A note on Venus Pipes What's on YouTube: Jio Financials, Mid-size banks & More

[01 Oct 22] Newsletter: RBI hikes rates, Crisis in UK, 5 Good Reads & More

. 🔆 RBI rate hike: Deepak Shenoy shares a quick summary 🔆 Market Overview: Sensex 30 PE trend, Macro markers & Market Movers 🔆 What we are reading: 5 good reads on markets & money 🔆 What's on YouTube: Falling Nifty, Increasing rates & UK monetary crisis!

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.

Tax-free bonds are attractive, but there are better options for investors

Tax-free bonds are available at attractive yields now. But Bharat Bond ETFs and Edelweiss Debt Index funds offer much higher post-tax returns for investors.

What you know about inflation might be wrong

In this podcast, ▪️ We understand the practical concept of Inflation with examples ▪️ Impact of Inflation on your investments ▪️ Impact of Inflation on your daily lives, and how it impacts individuals differently ▪️ How the impact of interest rate change impacts the USA differently than in India ▪️ Hajaar practical examples and zero jargons

Lessons from 2021, the year irrationality went viral

The best index fund, IndusInd whistleblower, Musk sells stock and more

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.

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.

How Indian Investors can go International

Did you know there are 41 mutual funds in India that invest internationally? Of these 15 mutual funds outperform the NIFTY over the last five years, and 20 mutual funds over three years. While most funds invest globally or in the US, the top performing international fund over five years invests in companies in China. How should Indian investors think about investing internationally and what mutual funds should they consider? Read on for our take.

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.

Motilal Oswal's S&P500 Index Fund: Should you Invest?

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

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

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

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

How To Buy A Mutual Fund (Ep-14)

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

Momentum: How Does It Look In Large Cap Stocks?

Podcast: Momentum- The Anomaly that Persists (Episode-6)

Podcast: The State of Financial Advice in India (Episode 4)

Beware of the Tracking Error

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

Sponsored: Will an Equal Weighted Index outperform other funds?

Sponsored: What is an Equal Weighted Index, and How Do You Invest in It?

Top 10 Reads: Fed’s stealthy QE, GST On Renting, True Diversifiers, Trend Following, Retirement Plans and more....

On Slack: $50 Billion Bleed, Amazon’s $541 million loss, GST Taketh Away, Index Funds, Multiple Timeframes, Stakes in 60 Start-ups, Tsunami Amid Tranquil Seas, Ugly for Your 401(k) and much more….

Video: John Oliver on Investments, And How it works in India

Video: Howard Marks on Risk, Passive Investing, Consistency and Not Overpaying for Good Companies

Macronomics: Your Guide to the Market Index

At MarketVision: Conversations With Ramki

A Very Interesting Video

LinkFest #6: Resolutions, Funds and Buffet