Nifty 100 vs Nifty Midcap 150: Which index should you pick for the long term?

Nifty 100 vs Nifty Midcap 150: Which index is the better long-term investment? Our analysis reveals that while the Nifty Midcap 150 has outperformed the Nifty 100 in recent years, particularly in the last five, historical data shows a more nuanced picture. The Midcap index tends to excel during bull runs but underperforms during market corrections. With higher returns and similar volatility over a 20-year period, the Midcap 150 seems attractive. However, investors should consider both indices as part of a diversified portfolio strategy, understanding that Midcap outperformance is largely driven by recent trends. We explore key metrics, rolling returns, and the growing popularity of index funds tracking these indices to help you make an informed decision.

Understanding NSE Strategy Indices and the Basics of Factor Investing

The NSE site describes Strategy Indices as "designed based on quantitative models/investment strategies to provide a single value for the aggregate performance of a number of companies." This style of identifying companies is known as factor investing, which includes target factors like momentum, quality, value, low volatility, and more. Capitalmind PMS, with the longest-running and best-performing real-world track record in factor strategies in India, offers an in-depth understanding of this approach. In this post, we provide an easy-to-understand explanation of Factor Investing and examine the performance of various Nifty Strategy Indices since their inception.

Livemint Interview: 10 years at Capitalmind, Long Term Focus on India

Featured on Livemint: Deepak Shenoy, the founder and CEO of Capitalmind, believes the real money is in the long game, and investors should think long-term to reap the benefits of India's economic growth. Shenoy says he is positive about defence, manufacturing, premium consumption, financialisation and alternative energy. In an exclusive interview with Mint, he also shares his views on the valuation of Nifty 50 and the strategy one may follow for the mid and small-cap segments.

Livemint: Deepak's comments on Mazgaon Dock

Deepak Shenoy, CEO of Capitalmind, highlighted the brokerage's track record, pointing out that ICICI Securities had released four reports over the past year, each predicting a 60%-77% downside for Mazagon Dock Shipbuilders shares.

Media Coverage: The Hindenburg Adani Case

Hindenburg Research has levelled allegations of Sebi chief having a stake in obscure offshore entities used in the alleged ‘Adani money siphoning scandal’.

Media Coverage: Small-cap index likely to witness correction if earnings don’t catch up

Impact of Capital Gains Tax Changes on PMS, AIF, Mutual Funds and smallcases: A comprehensive analysis

India's Union Budget 2024-25 introduced significant changes to the capital gains tax structure, affecting equity investors and their preferred investment vehicles. This article explores how the increased short-term and long-term capital gains tax rates impact returns and strategies for Portfolio Management Services (PMS), Mutual Funds (MFs), Smallcase, and Alternative Investment Funds (AIFs). Discover the historical performance comparison between PMS and mutual funds, the advantages of a diversified portfolio allocation, and the way forward for fund managers in navigating the new tax landscape.

The Print Interview: 'Money no longer bastion of those who had it in past, anyone can make money in India' Deepak Shenoy

Capitalmind launches its first AIF: Capitalmind Select India One

Bengaluru-based Capitalmind Financial Services unveils its first Alternative Investment Fund, "Capitalmind Select India One." This Category 3 AIF aims to raise INR 500 crores in 12 months, offering a long-bias multi-factor strategy. The fund combines Momentum, Low Volatility, and Quality factors, targeting sophisticated investors with a minimum INR 1 Crore investment. Building on its successful PMS track record, Capitalmind expands its quantitative investment offerings. The AIF features active risk management, a flexible portfolio of 20-40 stocks, and systematic hedging. With this launch, Capitalmind reinforces its position as a leader in innovative investment solutions for the Indian market.

NDTV Profit Interview: Deepak talks about removal of Indexation on Real Estate

As Budget2024 eliminates the indexation benefit for property sales, Capitalmind’s Deepak Shenoy talks about its impact on real estate.

Livemint: Deepak Shenoy emphasizes continued tax advantages of real estate

Real estate continues to offer significant tax advantages, making it a highly favourable asset class.

Business Today Interview: Deepak Shenoy On Budget 2024-25, Growth, Capex, LTCG, STCG, Jobs

Deepak Shenoy On Budget 2024-25, Growth, Capex, LTCG, STCG, Jobs