Momentum Stock Investing in India: Does it work?

Stock momentum investing is a fascinating and counterintuitive concept like low-volatility stock investing. Momentum investing is essentially chasing stocks with good past performance! In this post, we find out if momentum investing in India works by analysing the S&P BSE Momentum Index. That is, we find out if the strategy can yield better returns than a … Continue reading Momentum Stock Investing in India: Does it work?

Motilal Oswal Nasdaq 100 Fund of Fund: Do not invest!

Here is why you should stay away from Motilal Oswal Nasdaq 100 fund Of fund (MOFN100FOF) that will invest in Motilal Oswal Nasdaq 100 ETF (MOFN100). The NFO for this fund of fund is open between 9-22 Nov 2018 and it will subsequently operate as an open-ended fund. However, say no to it if your distributor … Continue reading Motilal Oswal Nasdaq 100 Fund of Fund: Do not invest!

My father will be retiring with 40 lakhs how should he invest?

More and more young earners are asking questions such as "My father will be retiring with 40 lakhs how should he invest?" Let us discuss strategies of retirement planning for senior citizens. Here is how your parents can invest their nest egg after retirement. As an example, I consider a question asked by a reader … Continue reading My father will be retiring with 40 lakhs how should he invest?

HDFC Mid-Cap Opportunities Fund – Performance Review

HDFC Mid-Cap Opportunities Fund needs no introduction to most fund investors. This 11+-year-old fund is one of the most consistent performers in the mid-cap category. In spite of its AUM almost doubling in the last couple of years, it has managed to stay afloat comfortably. Will it last? In this detailed performance review, let us … Continue reading HDFC Mid-Cap Opportunities Fund – Performance Review

Stock Portfolio Update November 2018 (Lazy Investing)

Readers may be aware that from June 2018, I have started testing five stock portfolios based on NSE indices.  Their current status is reported in this post. Three of them are based on smart beta (active + passive) indices and two on a passive index.  The main aim is to find out (after the lapse … Continue reading Stock Portfolio Update November 2018 (Lazy Investing)