If you invested Rs 10 lakhs in Canara Robeco Emerging Equities Fund at its New Funds Offer (NFO) in March 2005, your investment would have multiplied 18 times to nearly Rs 1.8 crores (as of 21st August 2023). The CAGR of Canara Robeco Emerging Equities Fund since inception is 16.9%. The chart below shows...Read More
Over the past few days 8,200 was a resistance for the Nifty, but that resistance level has been broken and as I write this post, Nifty is trading above 8,200. This level was last seen in October 2015. Those of us, who remained bullish through these months...Read More
Think about this… let us take the case of a developer who wants to build a residential block and has got all permissions for it and has even started the work on the ground. Now, he finds that offices are fetching...Read More
According to SEBI mandate, Aggressive Hybrid Funds invest 65-80% of their funds in equity and equity related instruments while the remaining 20- 35% is invested in debt and money market instruments. This ensures long term capital appreciation due to the equity exposure coupled with downside protection offered by...Read More
The last 2 - 3 year period has been a challenging one for the broader stock market. In the last 3 years, the Nifty Midcap 100 has given negative returns, falling by nearly 1%. Small caps have fallen even more with the Nifty Small Cap 100 falling by 13% during this period. Large cap stocks performed better (in relative terms) giving 9% CAGR returns...Read More
It was a Tuesday afternoon, around two years ago, when Priya Nath (name changed) met us for the first time. Priya was a thirty four year old single mother of an eight year old daughter, Aditi (name changed)...Read More
In the first part of this series, Technology is reshaping our world: Financial advisors should embrace technology: Part 1, we discussed how technology is re-shaping the financial services landscape and in the second part we discussed How can...Read More
We are in the third quarter of this tax assessment year (AY 2023-24). If you have not made your tax planning investments in this financial year, now is a good time to plan your 80C investments. You can claim up to Rs 150,000 deduction from your taxable income by investing in schemes eligible under Section 80C of Income...Read More
Arbitrage Funds are equity-oriented hybrid funds that leverage arbitrage opportunities, like differences in the pricing of shares in two different exchanges, or in the prices at the spots and futures market etc. Since there is a simultaneous buy and sell, they do not carry the volatility...Read More
Indian equity market saw a fantastic rally over the past 12 months. The rally in the last 6 months was quite spectacular (as can be seen in the Nifty 50 chart below); in the last 6 months the Nifty gave over 17% returns...Read More