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52 ArticlesAnoop Vijaykumar

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The one reason why you should probably not subscribe to Capitalmind

What we learnt from a survey of Capitalmind Premium subscribers. The improvements (some of them radical) that we are working on to be rolled out over the next ...
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Nippon India Multi Asset Fund: Should you invest?

Nippon India has launched an NFO (New Fund Offering) for a Multi Asset Mutual Fund. The NFO is open from 7th to 21st August 2020. We took a look to see if it ...
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Mindspace Business Parks REIT IPO: Should you invest?

K Raheja Corp, a developer of residential and commercial complexes has come out with an Initial Public Offering for its REIT (Real Estate Investment Trust) ...
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Motilal Oswal Multi Asset Fund: Should you invest?

Motilal Oswal Asset Management has launched an NFO (New Fund Offering) for a Multi Asset Mutual Fund. The NFO is open from 15th to 27th July 2020. We took a ...
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Momentum Portfolio Mid-Year Performance : Not bad, Can do better

For the first six months of 2020, the Capitalmind Momentum Portfolio has returned +7.7% compared to -14% for the NIFTY. The worst drawdown during this time was ...
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HSBC Focused Equity Fund: Should you invest?

HSBC has launched an NFO (New Fund Offering) for a Multi-Cap Equity Mutual Fund. The NFO is open from 1st to 15th July 2020. We took a look to see if it makes ...
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How to think about Asset Allocation in India – Part 2

Part 1 of this two-part Asset Allocation post used a simple equal-allocation strategy over four available assets to make the case for asset allocation as a ...
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AMA with CM: On generating ideas, Multibaggers, Market forecasts, Book Recommendations, investing internationally, Franklin Equity Funds and more

This is a summary of our 3rd AMA, on 13th June. On the CM LongTerm Portfolio What are the steps involved at CM in determining entry / exit criteria for CM LT ...
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Buying the 2nd tranche of the Longterm MultiCap Portfolio

Action: We’re buying the 2nd tranche of 4 into the LongTerm MultiCap Portfolio that we entered in April. Since initiating the portfolio in April, it is ...
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How to think about Asset Allocation in India – Part 1

Getting usual Asset allocation advice is like listening to in-flight safety demonstrations. The airline crew has to give it, and you don't even have to pretend ...
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