General

Do you have the right perspective on Diversification?

No comments

Background and Context

Diversification within equity

Don’t put all your eggs in one basket is a famous quote. For an investor, this phrase can be read replacing ‘eggs’ with ‘funds’ and ‘basket’ with company. So the revised quote goes like this don’t park all your funds in one company. The content in this white paper is an attempt to decode the idea of diversification but within equity. Investors need to understand how to construct their portfolio and with what logic should they add companies to mitigate risk. Remember, equity, over long time periods, is a tried and tested asset class that has delivered alpha over the last few decades in India.

adminDo you have the right perspective on Diversification?
Read More

Are you an investor by choice or by chance?

No comments

“Know what you own, and know why you own it.” – Peter Lynch

To state a real-life example of how we at Care PMS followed this let us go through our journey of investment in one of our portfolio companies ‘Thirumalai Chemicals Limited’.

adminAre you an investor by choice or by chance?
Read More

Mid-Cap vs Mad-Cap

No comments

Well, of course, the mid-cap and small-cap has been so heavily discussed and debated in the last 6-8 months and have always remained in news for somehow the bad reason only. When it rises; there is a fear that the price is going beyond fundamentals and when it falls; large-cap lovers will say “mid-caps and small-caps” are always butchered this way.

adminMid-Cap vs Mad-Cap
Read More

Dividend – A term forgotten

No comments

Well Off late there has been lot of funds being invested in the capital markets. Every month whenever data on Mutual Funds come; there is one thing common “Highest Ever”. month on month, the funds that are hitting the capital markets are higher than the month before.

adminDividend – A term forgotten
Read More

Importance of Dividend

No comments

Dividends have become increasingly important to investors, who are unable to find decent income from more usual sources, such as corporate bonds and savings accounts. Hence, investors have to move further up the risk curve to generate income from their savings. A portfolio that includes dividend yield stocks can help in solving this problem alongwith maintaining the risk profile.

adminImportance of Dividend
Read More