Equity
PMS vs MF: Longer-term Performance Comparison
Equity, PMS AIF, RecommendationsOne of the core premises of investor’s preferring PMS’s over MF’s, is the ability for PMS’s to manage more concentrated, higher risk-reward portfolios as compared to mutual funds. This leads to the po … Read more
Largecap vs Midcap vs Smallcap: Understanding their relative risk-return
Equity, RecommendationsMarkets are cyclical in nature driven by economic and business cycles further exaggerated by the psychology/behaviour of the market participants. While such market volatility impacts all segments of t … Read more
Comparison & Review of Top Equity PMSs in India
Equity, PMS AIF, RecommendationsUnlike Mutual Funds, where SEBI has come out with clear guidelines of % allocation towards large, mid & small-caps between different fund categories, no such clear guidelines exist in the case of … Read more
The 7 Main Benefits of Systematic Investment Plans (SIPs)
Equity, Financial AdviceSystematic Investment Plans (or SIPs), are one of the most recommended ways of investing in the markets. SIP’s have many benefits over lumpsum investments, that we discuss in this blog post. 1. … Read more
A Typical Market Cycle
EquityEquity markets are cyclical, with periods of weak market returns (i.e. bear markets) followed by periods of strong market returns (i.e. bull markets). In this post we seek to explain: What are the cor … Read more
What is Equity
EquityEquity represents a proportionate ownership in a company’s business. When you buy equity shares of a company, you own a certain part of that business, and are entitled to your proportionate share of d … Read more
Why Risk in Equity depends on your Investment Horizon
EquityInvestor’s misunderstand equity risk Most investor’s don’t truly understand equity risk. This is explained below. General Understanding High Risk – High Returns Risk reduces in longer-term Risky … Read more