The decade that was… Large caps – A perspective – Part 1

“What goes up must come down” – Sir Isaac Newton The above chart just reminds us of Newton’s quote. This chart adds “vice versa” to Newton’s quote ! A decade is for sure long enough to analyse performance of a mutual fund scheme. The challenge with every analysis is to avoid confirmation bias, as weContinue reading “The decade that was… Large caps – A perspective – Part 1”

Mid cap funds – An analysis

Scheme characteristics : As per the categorisation and rationalisation of mutual fund schemes prescribed by SEBI, mid cap scheme is one where “minimum investment in equity & equity related instruments of mid cap companies-65% of total assets”. In general, an open ended scheme which predominantly invests in mid cap stocks. Mid cap universe is also definedContinue reading “Mid cap funds – An analysis”

Large Cap Equity Schemes – Tracking the Analysis The above analysis was done in April 17, 2020. How the schemes have performed since then ? Here are a couple of snapshots. The idea is to check how the analysis played out. IDFC Large Cap & PGIM India Large Cap have done well during this period. Whereas BSE 100 has lost close toContinue reading “Large Cap Equity Schemes – Tracking the Analysis”

Wimbledon 2019, Simpson’s paradox and Investing

It was 14th of July 2019.  Novak Djokovic was fighting Roger Federer in the final of Wimbledon 2019.  There were many predictions by former champions and commentators, earlier in the day.  Few of them favoured Roger and few predicted Novak would triumph.  But most of the predictions were for a five setter.  Novak was theContinue reading “Wimbledon 2019, Simpson’s paradox and Investing”