A helping hand from numbers leads to objective opinions and confident decisions!!!

"We must base  must our views of future policy on a knowledge of past experience'                                                                                                                         - Benjamin Graham 1 Day, 1 month, 3 months, 1 year, 5 year or 10 years? The context is “correction” afflicting the equity markets. Here’s how equity markets have performed as on closing of 13 th March 2026: 1 Day: Minus 2.31% 1 Month: Minus 8.21% 3 Months: Minus 9.72% 1 year: Up by 7.03% 3 years: Up by 15.05% 5 years: Up by 12.31% 10 years: up by 14.35% All return figures are basis Nifty 500 TRI . Data source is www.niftyindices.com. Situation is bad – if you look at t...

Not happy with the returns of your equity mutual fund investments? On the contrary, very happy with the returns you are getting? In any situation, take a quick look at your overall portfolio holding days. Should be easily available in the tracker (app?) you are using. If you have been at it for less than 3650 days (10 years), don’t be disheartened with not so good performance. Likewise, be wary of being elated with extraordinary high ROIs. It may not amount to much in absolute monetary terms. And in both cases, long pull may turn out to be very different. Here are some holding days data from some of the investor portfolios in our kitty: - Investor 1: Started of with us in 2016. That would be nearly 10 years now. However, portfolio holding days come to just 875 days (less than 2.5 years). Increase in monthly contribution over the years and a large lump sum investment couple of years ago brought down portfolio holding days significantly - Investor 2: Investing with us since 201...