Investments
The Nifty 500 Equal Weight Index offers investors a unique approach to diversification by assigning equal weight to each of the 500 companies within the Nifty 500 Index, regardless of their market capitalization. This strategy contrasts with traditional market-cap-weighted indices, where larger companies have a more significant influence on performance. Key Features of the Nifty […]
Mutual Funds
Investors often wonder whether selecting a specific date for their Systematic Investment Plan (SIP) can impact long-term returns. Common suggestions include choosing dates around the start, middle, or end of the month, or even near the monthly Futures & Options (F&O) expiry, when market volatility tends to be higher. But does timing the monthly SIP […]
IPO
The Indian Mainboard IPO market in 2024 saw 93 listings, with 74 delivering positive listing day gains and 65 still trading above their issue prices. That’s almost a 80% win rate (same as 2023). 2024 can be recorded as the year of IPO’s with 50% more IPO’s being listed (93) compared to 2023 where 60 […]
Mutual Funds
1. SIP growth 🔸 The SIP book in India has grown significantly in the last decade, crossing ₹15,000 crore monthly inflows in 2024. 🔸 Over 6 crore SIP accounts are currently active, showcasing the increasing popularity of this disciplined investment approach. 2. SIP Tenure and Wealth Creation 🔸 Longer the Tenure, Better the Returns: Historical data […]
Sunday Stories
A Chance Reunion with Financial Insights Aaditya, a seasoned financial advisor known for his calm demeanor and sharp insights, had always been the dependable friend in their school days. On a quiet Saturday morning, he bumped into Devika, his old schoolmate and a successful businesswoman, at a local supermarket. “Aaditya!” Devika exclaimed, her face lighting […]
Market Insights
Week in the Review The Indian equity market extended the profit booking in the second consecutive week led by continues FII selling, mixed global markets, further rupee depreciation and rising dollar and crude oil prices. Indices Analysis This week, BSE Sensex declined 759.58 points or 0.98 percent to finish at 76,619.33, while the Nifty50 index […]
ETF
Mutual Funds
When starting a Systematic Investment Plan (SIP), investors often wonder whether daily, weekly, or monthly SIPs are more profitable. The SIP study by White Oak Capital Mutual Fund provides valuable insights on this frequently asked question. Successful SIP: The Smart Investor’s Choice! A successful SIP is more about “Starting Early”, maintaining the discipline of “Investing Regularly”, investing […]
Market Insights
Week in the Review The Indian market snapped two-week gaining streak and posted biggest weekly fall in last 2 months amid selling across the sectors barring IT, persistent FII selling, mixed global markets ahead of uncertainty around US Federal Reserve rate plans going ahead and rupee depreciation. Indices Analysis This week, BSE Sensex shed 1844.2 […]
Sunday Stories
Welcome to the Investment Club: Unpacking the Market’s Animal Kingdom The local investment club was buzzing with activity as members gathered for their weekly meeting. The aroma of freshly brewed masala chai filled the air, and the familiar warmth of Mrs. Iyer’s office made everyone feel at ease. The topic of the day: stock market […]
ETF
MTF
Investors often wonder whether starting a Systematic Investment Plan (SIP) at the market’s peak or bottom yields better returns. Conventional wisdom might suggest waiting for the market to decline before investing. However, a detailed analysis based on historical market data from the BSE Sensex TRI reveals some surprising insights. Analysis Overview The study considered various […]
ETF
Mutual Funds
Investors often grapple with the dilemma of whether to stop their SIP (Systematic Investment Plan) during market downturns. It’s natural to feel concerned when returns seem discouraging. However, historical data suggests that staying invested during such periods can be beneficial. Key Insight from the Study: The SIP analysis conducted on BSE Sensex TRI from August […]
ETF
Mutual Funds
When investing through a Systematic Investment Plan (SIP), determining the appropriate time horizon is crucial. Historical data indicates that longer investment durations can mitigate market volatility and enhance returns. Historical SIP Returns Overview SIP Period Maximum Return Minimum Return Average Return Median Return % Times Positive Return % Times > 8% Return 3 Years 52.4% […]
Market Insights
📈 A Look Back at the Indian Stock Market in 2024 2024 was a year of ups and downs for the Indian stock market, filled with record highs, volatility, and a mix of global and domestic factors. Here’s a recap: Key Highlights ● A Rollercoaster Start: The year began with the Sensex and Nifty hitting all-time […]
Market Insights
Week in the Review The Indian equity market continued the winning run on second consecutive week led by FIIs buying during the week, robust auto sales dat, better GST collections, however, erased some of the weekly gains amid Friday’s sell-off. Indices Analysis This week, BSE Sensex rose 524.04 points or 0.67 percent to close at […]
Sunday Stories
Aisha’s Tax Dilemma Vikram gripped the steering wheel, navigating through the bustling Mumbai traffic, while his younger sister, Aisha, scrolled through her phone, a frown etched on her face. “This tax stuff is so confusing, Vikram bhai,” she sighed. “I got this email about filing an ITR, and I’m totally lost.” Vikram, a seasoned finance […]
Investments
Trading
Trading is often perceived as a game of precise entries, where success depends on timing the market perfectly. But is entry really more important than exit in trading? Let’s break down this crucial aspect of trading strategy to understand which matters more and why. The Case for Entry: Setting the Stage Many traders focus intensely […]
Investments
Smarter investing starts with the right strategy, and it helps you crack the code to smarter investing while unlocking better risk-adjusted returns. By diversifying your portfolio with equities, debt, and gold, you can boost returns, minimize risk, and navigate market uncertainties with confidence. Let’s explore how. 1. Adding Equity Doesn’t Always Increase Volatility 🔸 It […]
ETF
Investments
Mutual Funds
Investors often wonder which market cap category is best when setting up a Systematic Investment Plan (SIP) – Large Cap, Mid Cap, or Small Cap. Let’s break down these segments using data from the WhiteOak Capital Mutual Fund study on SIP returns. Key Characteristics of Market Cap Categories: Large Cap Funds: 🔹 Invest in established, […]
Trading
Traders often experience their stop loss getting triggered, only to see the market reverse in their trade’s favor. This phenomenon has become common with the rise of algorithmic trading. Algos execute trades at lightning speed, often causing sharp price spikes that trigger stop-loss orders before prices return to expected levels. Here’s how to set stop-loss […]
Market Insights
Week in the Review After witnessing a biggest weekly fall in more than 2 years in the previous week, the Indian markets made smart recovery to end with a percent gain in the week ended December 27 amid DII support, ignoring mixed global markets and extended FIIs selling. Indices Analysis This week, BSE Sensex added […]
Sunday Stories
The New Year’s Eve party was in full swing. Music pulsed, laughter echoed, and champagne flowed. But Dhruv, an intern at a prestigious trading firm, stood slightly apart, a frown creasing his brow as he scrolled through charts on his phone. His task for the holidays – understanding continuation chart patterns – was proving more […]
Navia App
In today’s fast-paced world of trading and investments, speed, accessibility, and efficiency are paramount. Imagine accessing all the tools you need to track, analyze, and strategize—without KYC! With the Navia App, guest users can explore a comprehensive ecosystem of trading and investment opportunities, experiencing cutting-edge features tailored to enhance their financial journey. Why Navia App […]
Trading
Trading Psychologies involves understanding the emotional and mental factors that impact trading decisions. Recognizing these psychological aspects can help traders build discipline, manage risks, and achieve consistent profitability. Here are the major trading psychologies that shape general trading behavior. 1. Fear What It Is:Fear arises when traders worry about potential losses. It can cause premature […]
Investments
Position sizing is one of the most crucial aspects of trading that often gets overlooked. It determines how much capital you should risk on a trade, ensuring that no single loss wipes out your trading account. In this blog, we’ll explore how position sizing can make or break a trader’s journey using a practical example. […]
