Mutual Funds Expense Ratio Comparison – Direct and Regular Plans
Expense Ratio: the amount an investor pays to a fund manager every year to manage his money. Expenses include fund management fee, agent commissions, registrar fees, and selling and promotional expenses. Note: According to regulation 52 of SEBI Mutual Fund Regulations, there are limits on the total expense ratio (which includes investment management and advisory fees) charged by mutual […]
3 Stocks That Did Not Work – The Mess In My Portfolio!
Disclaimer: I am holding these stocks in my portfolio. Over the past few months, I have been asked much about the stocks that I recommended and which did not perform in comparison to stocks that outperformed even my own estimates. Of course, every portfolio will have some underperformers. So, here’s the top 3 stocks that […]
Sintex Industries Stock Analysis
Sintex Industries (“Sintex” or the “Company”) has a strong presence in the plastic processing and fabric manufacturing industries. The Company enjoys a global presence through its subsidiaries – Sintex NP SAS (Europe) and Sintex Wausaukee Composites Inc. (in the U.S.). Sintex’s Indian subsidiaries include Sintex-BAPL Ltd. for custom moulding and Sintex Infra Projects Ltd which […]
7 Things That Make Me Bullish About Stocks in 2017
NIFTY: 8103 SENSEX: 26366 1] Favorable Macros: Falling Interest Rates and Inflation Low inflation and crude oil prices will enable RBI to reduce interest rates in 2017, perhaps by up to 0.50% – 0.75%. Further, with a huge amount of money coming into the banking system post demonetization, RBI will have to ensure loan off […]
Bonus Issue vs Dividend – Tax Implications
Dividend: Dividend refers to amount of money paid by a company to reward its shareholders out of its profits. As per existing tax provisions; income from dividends is tax free in the hands of the shareholders but companies have to pay Dividend Distribution Tax (DDT) on the amount declared as dividend. What is Dividend Distribution […]
Buying Stocks with High Dividend Yield
The rule is simple: Buy Large cap stocks when their dividend yield is about 3-4% and either sell them when the dividend yield falls to 1-2% or better still – HOLD THEM FOREVER. Dividend yield: The dividend yield is the amount which a company pays out in the form of dividends each year relative to its share price. It’s […]
West Coast Paper Mills Stock Analysis
West Coast Paper Mills Limited (“West Coast Paper” or the “Company”) manufactures paper and paperboard. Company’s product offerrings include premium printing papers, business stationary, coated duplex boards and machine-glazed (MG) varieties. The Company operates in two business segments – Paper / Paperboard at Dandeli Telecommunication Cables West Coast Paper derives 94% of its revenue from […]
Maxwell Industries Stock Analysis
ABOUT MAXWELL INDUSTRIES Incorporated in 1991, Maxwell Industries is engaged in the manufacturing and marketing of inner-wear, for both men and women. Its flagship brand, ‘VIP’ enjoys a high brand recall value. The other brands include Frenchie, Feelings, Leader and Eminence. Maxwell has a strong geographic presence in the Western and Southern regions with processing […]
MBL Infrastructure Stock Analysis
Caveat: Major concerns around pledged shares and continuous fall of stock price. MBL Infrastructure Limited (“MBL Infra” or the “Company”) provides integrated Engineering, Procurement and Construction (EPC) services for civil construction and infrastructure sector projects, which can be categorized in the following major segments: Highway Construction: This is the primary area of operations of the Company […]
Best Mutual Fund Allocation
Single most important strategic decision in investing is how best you allocate your mutual funds investments. There are different types of mutual funds available to invest in including equity, index, debt, liquid, gold and thematic funds (like infrastructure, Pharma etc) – the list is quite exhaustive. Keep in mind that you don’t have to invest in […]