Rolling Returns of Flexi Cap Funds and a Few Nifty Indices [3-Years Rolling](https://preview.redd.it/p7l39jhzhi9e1.png?width=1856&format=png&auto=webp&s=404aeb6d47d79f2a62a4fc603b20c8765443c54d) [5-Years Rolling](https://preview.redd.it/8gy68f81ii9e1.png?width=1854&format=png&auto=webp&s=1a041270fdb0d8b0dc0f8dc2cac6202f1776a030) [7-Years Rolling](https://preview.redd.it/u5ybmhs2ii9e1.png?width=1856&format=png&auto=webp&s=0b9f32707d9e3eddf07c0c1b1dc23f249e7371d5) Aim: To find the long term performance of flexi cap direct growth funds which are at least 10 years old compared to a few Nifty indices. Data Sources: 1. [amfiindia](https://www.amfiindia.com) 2. [niftyindices](https://niftyindices.com) Data Period: 29 April 2014 - 20 Dec 2024 Note: 1. Indices are of the total returns variant. 2. Nifty indices data may contain backtested data. 3. Sorted by median. **Rolling Returns** >Rolling return is calculated for a particular period continuously (or fixed frequency). Simply put, it is like calculating trailing... 5 1 replies
Need some SIP suggestions Respected folks, 26m here.. I don't have much knowledge in this sector so seeking your views. I want to invest 40k per month. I've started 3 SIPs (2small, 1 mid) and will be accompanying it with 10% step up every year. I've selected those 3 SIPs to get started, saw there's not much overlapping, less exit ratio, and better returns (10-20 years). Should I add a large cap, flexi cap or nifty50 MF to get close to 40k investment per month? Are ETFs a good option to consider? Added... 1 4 replies
Which stocks are you eyeing for 2025? Successful long-term or short term investing demands careful consideration of future trends. Considering this, which stocks are you particularly interested in for 2025 and beyond? 3 10 replies
MF Diversification and percent advice needed Iam 21 starting my career in MNC and starting to invest 25% of my Salary in MF. I have choosed: 1) Zerodha Nifty Large Midcap Index 250 2) JM Flexicap 3) Tata Small Cap 4) Motilal Oswal Nifty Microcap 250 Index 5) SBI Direct Gold. Is this correct diversification or can I choose Motilal Large Midcap or Edelweiss US Tech FOF instead of Motilal Nifty Microcap I was thought of seeing Nasdaq 100 as this above alternative in Nasdaq 100 no fund is there now to invest all has... 5 3 replies
UTI Nifty 50 and ICICI Nifty 50 Tracking Errors Hi, I’m new to investing and would like to allocate a significant portion of my portfolio to Nifty 50 index funds as, in the long run, they seem to give good returns, especially when compounded and as it is very difficult to beat the market. On the Zerodha Coin app, the expense ratios were mentioned, but tracking error was not. Could you please tell me the tracking errors of UTI Nifty 50, ICICI Prudential Nifty 50, UTI Nifty Next 50 and ICICI Prudential Nifty Next 50. For future references,... 1 2 replies
Review my 13.6 K allocation into Banks, Credit Card Company, RIL, Green Energy, FMCG for long term investment Hello, I have divided 13,600 in different sectors for long term investing can you review my allocation SBI CARD - 5 Stocks - 3380 HDFC Bank - 2 Stocks - 3596 RIL - 2 Stocks - 2442 IREDA -6 Stocks - 1,176 ITC - 6 Stocks - 3006 2 3 replies
Marriage and investing Getting married soon and both of us have invested in stocks. My to be husband's portfolio is almost 6X of mine. Fellow redditors in my situation, do you prefer to keep your finances separate post marriage or combine together ? 1 10 replies
Dam & Mamta IPO Refund Delay I manage two accounts with different PAN and in both of them I haven't received refund for Dam & Mamta IPO is anyone else in the sub facing this problem? 2 5 replies
Indian TaxPayers - Kab Khoon Kholega re tera !!! We are getting looted and destroyed. Our country is now run by a bunch of morons. We are on our own if we have an emergency and head to a hospital. Our healthcare and infrastructure sucks. Don't say your city is good. No it's not, every Indian city is a trash pile. Most corrupt govt officers rule, they would suck your blood and it's not a joke anymore. Everything is unaffordable in India. Our country is getting ruined completely. We will not become a superpower. Atleast not in our... 3 10 replies
Rolling Returns Analysis of Small Cap Funds and A Few Nifty Indices [3-Years Rolling](https://preview.redd.it/9au23eypzd9e1.png?width=2734&format=png&auto=webp&s=e1c189b84bd7e134186076f62402218efbb05509) [5-Years Rolling](https://preview.redd.it/pii35j5szd9e1.png?width=2734&format=png&auto=webp&s=71cb3b07b9a87d14c801d8726da7fe2b0334529a) [7-Years Rolling](https://preview.redd.it/vh8ie1xtzd9e1.png?width=2736&format=png&auto=webp&s=74a0db9580a9ab56ab280e848fdc4a3754288b04) Aim: To find the long term performance of small cap direct growth funds which are at least 10 years old compared to Nifty indices either primarily or significantly containing small cap stocks. Data Sources: 1. [amfiindia](https://www.amfiindia.com) 2. [niftyindices](https://niftyindices.com) Data Period: 30 June 2014 - 20 Dec 2024 Note: 1. HSBC Small Cap Fund wasn't considered as the long term historical data wasn't available. 2. Indices are of the total returns variant. 3. Nifty indices data may contain backtested data. 4. Sorted by median.... 4 2 replies
Beta Testing: 5 min stock market simulation game with AI review [Game play](https://reddit.com/link/1hnike2/video/3ua91oo64f9e1/player) App link: [https://tradeedge.applivery.io/tradeedge-reddit-launch](https://tradeedge.applivery.io/tradeedge-reddit-launch) Hey there,,,, so I have developed this 5 min stock sim game with AI trade review and I am super exiceted to show this to you. u guys can access this app for beta testing on the link shared. I am a solo developer and i worked my ass off while developing this app. I need ur support and honest feedback. Is this app really good???. am i really onto something??? how can i make this better??? i need ur advice ..... Thank You... 1 3 replies
INDMoney deducted multiple Transactions instead of single. I wanted to add some INR 10k to INDMoney to test out their US stock market exchange and see for a while before deep diving and entrusting this APP. It was supposed to deduct Rs 10K but instead it deducted 6 times. 5 times more. I had funds in savings that I was supposed to use for other investments but those got locked due to this mishap. Now they are asking me to withdraw extra amount from US wallet and they will refund the difference. (Change in exchange rates... 2 5 replies
Midcap and smallcap fall Midcap and smallcap fall Recently the midcap and smallcap corrected between 6 to 12% Quant midcap looks attractive to invest right now down at 12% from ATH. Smallcaps are still overbought. Do you think in 2025 these will have atleast 15 to 25% drops from ATH with news surrounding recession looming in the USA What is your take about lumpsums as it seems quite risky to do SIPS in this overvalued market time as anyways it might go down. And by how much percentage do you feel it may... 1 4 replies
I need advice as I am 27 years, able to save 50K to 70K after all my expenses, I wish to expand my portfolio, Hello everyone, I am planning to expand my portfolio from 70K ( investment amount) to somewhat around 5 to 10L in 2 years, My risk appetite is going to be risky so I'm ready to put my 60% in stocks I can bet and the rest 40% for the long term safe play I am looking for stocks like, 1) Tata Steel - Due to increasing infra in our country and improvements across the country for better infra, tata can be a major player 2) Jio finance - RBI... 2 5 replies
how is the unimech aerospace ipo . i a thinking of applying it . this is my first ipo i dont want to it to open at a discount price .else it would be a great disappointment( whi cares agr allot hi nahi hua to :) 4 3 replies
Omg, mom just gave me 20k for my 18th birthday. Which stocks can I invest this on? I've given her the hint that I'd invest the money she'd give, so she told me I can invest about 20k money. I have learnt basics of technical analysis, indicators from youtube. I've done basics of fundemental analysis, how to apply on IPOs and a lot of basic stuff. Now when it comes to actually investing/trading stocks, I do need some brotherly advice. How do you suggest I go about it? Appreciate you all :) <3 2 10 replies
LUCKY OR WHAT ? APPLYING FOR IPO FROM PAST 2 YEAR NO ALLOTMENT NOW APPLIED CAPITAL - 50000 GOT 1/1 VISHAL MEGA MART GAIN -5000 1/2 MOBIKWIK GAIN - 13000 WHEN ASK AFTHER FATHER MONEY APPLIED FROM 3 DEMAT A/C 3 IPO GOT 1/3 DAM CAPITAL - 7000 1/3 TRANSRAIL - 5000 0/3 MAMTA TOTAL -30,000 GAIN FORM 1,00,000 OVER MONTH - 30% ROI AM I BEING LUCKY OR IPO ARE WORTH APPLYING 1 10 replies
Greaves Cotton UC https://upstox.com/news/market-news/stocks/greaves-cotton-share-price-climbs-20-to-hit-all-time-high-check-details/article-137292/ All things aside, 21% of the company's market cap was traded over the counter (not through private block deals) in a SINGLE DAY. What are your thoughts? Never seen anything like it in Indian markets before 2 2 replies