I enjoy seeing outcomes of theoretical concepts!
Few days ago, I created a post on explaining “alpha” & “beta” of MFs. Yesterday’s correction gave me a chance to visualise the impact on real money.
From the beginning of this year, I wanted to play in small/mid cap frenzy and used flexicaps to save myself from research efforts & downside.
With 1.5% nifty fall, downside protected PPFCF went down only by 1.6%. I kept quant (minority) to play with alpha of folio. Overall, learning here is within MFs you can have multiple MFs (with min overlap) within same category basis the investment styles of fund houses.
We may go 25,000 but easy money days are over. Play safe.
Friyay Finance Fundae is here. With markets peaking and multiple big events (Elections in India, US, rate cuts, budget) in the near future, I was looking for a less-stress investing option. Went down the rabbit hole of momentum-style inv...
DISCLAIMER - I have no intentions to become a finfluencer. These posts are just to trigger personal finance conversations as I see many noobs chasing small/mid caps without a fundamental understanding.
*3 interesting parameters to sele...
The power of compounding really works! Started with a meagre salary of 4L/annum in 2018. But made sure to SIP 5K every month in Mutual Funds, and kept on increasing with career progression. This could’ve been more but I wasn’t able to ...
17% XIRR is pretty decent
