How do you calculate what the fair price of stocks is? Is there an easy-to-use formula to create a fair value for the stock? The answer is YES, and I will share the same with you here. Let me help you with a Google sheet for it. I am sharing a Google sheet, and do not ask for its edit permission. Instead, please copy the above sheet and use it as you like. I am returning to the original question about how one can calculate the fair price of a share. The critical aspect is the reasonable price of the stock you should invest in. Understand the Google Sheet Earnings are one of the common factors ..read more

Today we will understand the Hidden PE Ratio and find companies trading at a hidden PE ratio under 1. We will do some fundamental analysis of such businesses using annual reports to uncover their hidden PE. Screener Query Let’s start with the screener.in query! Let me explain the query in brief first. Sales growth 10Years > 10 AND Market Capitalization < 1000 AND Average return on capital employed 10Years > 10 AND Debt to equity < 0.25 AND Promoter holding > 25 AND OPM last year > 10 AND Earnings yield > 10 AND Investments > 100 Sales growth of the past ten years sh ..read more

How can retail investors know the best small-cap fund in 2023? Let me share the complete process and answer to that question to help you find the best small-cap fund to invest in 2023 using ValueResearchOnline and CRISIL. Before going to the list, first, let me define what small-cap funds are, according to SEBI. The top 100 market cap companies are large caps. The following 150 companies are based on the Market cap in the mid-cap universe. They are ranked from 101 to 250. I also have the Best Mid Cap Fund to invest in 2023 Then the companies from 251 to 500 based on the market cap are small ca ..read more

I am a lazy investor who doesn’t like doing all the calculations in Excel if we have tools available. So I use two great tools for all my mutual fund requirements: Value Research Online’s Fund selector and CRISIL’s Mutual Fund Ranking. Using the above tools has dual advantages. I don’t need to be doing all the calculations in Excel In a few minutes, anyone can find the best mid-cap Fund to invest in in 2023. Before we begin, let’s define Mid-cap as a category from SEBI. The top 100 market cap companies are large caps. The following 150 companies are based on the Market cap in the mid-cap uni ..read more

Which is the best large-cap fund to invest in 2023, and which is better for the long-term, a large-cap fund or an index ETF? Before we answer whether we should invest in an ETF or a large-cap fund, let’s first find the best large-cap fund and compare its performance to the benchmark indices. It will give us a clear answer. So let’s begin. The Top Large-Cap Funds for 2022 We will use the process to come to the best large-cap fund for 2023 from the 3, 4, and 5-star rated direct large-cap funds by ValueResearchOnline, and sort them based on 1-year return. In the last year, Nifty has given a retu ..read more

Let me share the best ELSS Tax Saving mutual fund to invest in 2023 and a secret that I use, so I don’t need to invest any fresh Capital into the ELSS mutual fund and still get the full tax benefit. You may find the title click-baiting but believe me, and it’s not. I don’t need to invest any fresh capital into the ELSS mutual fund now, and still, a completely legal and ethical way to get the total tax saving for me. Let me explain how I do it. Total Tax Saving Without Investing Fresh Capital In 2019 I invested in fund one ₹1.5L. So check out the Best ELSS fund for 2019. In 2020 I invested in ..read more

In June 2022, I shared why we should be buying the dip based on the EPS of the Nifty at that time and the growth that we were seeing in the results season then. After the Jun-Sep 2022 results season and Nifty hitting the all-time high, my view has changed slightly. So I thought I would share it in a video and the blog article here. How Has Been Jun-Sep’22 Results Season? The EPS of Nifty hasn’t moved much after the current results season. Source TrendLyne. Let me explain the above EPS chart. The more pinkish line that you are seeing is the Nifty EPS. In December 2021, the Nifty EPS was aroun ..read more

I am neither an investor nor a trader in Bitcoin or any cryptocurrency. However, being in the market and having a technology background, I can understand the recent crash in the crypto world. So let me try to explain the current free fall in the cryptocurrencies. Again, I am not recommending anyone to invest in crypto. It is the opposite. I am still warning people to invest in crypto and have been doing the same since 2017 on my blog. Still, I think there is a lot to learn for me, so I am sharing my view of what I believe is the reason for a recent crypto crash. Further, I think the crash has ..read more

I am not a fan of investing in the IPO for multiple reasons, and LIC IPO is no different. I don’t invest in IPO because it has become more of a lottery. If the company is good or the pricing of an IPO is reasonable, the number of times it gets oversubscribed that you are not allotted any units. On the flip side, if the company is not that good, there is no point in applying either. So, the best time to buy in a company you like in an IPO is after the anchor investors are out or severe market correction after the company is listed. Still, LIC is different because it is one of the largest Indian ..read more

As a Mutual Fund investor, you have two options – The first is the Growth Option, while the second option is called the “Income Distribution cum Capital Withdrawal” option or IDCW option. The IDCW was earlier known as the dividend plan, but SEBI has made it mandatory to rename the dividend plans of mutual funds into IDCW plans or the IDCW option. With the Levi of long term capital gains tax or LTCG and the income from Dividend as taxable as per your tax slab, which option (aka growth or IDCW) is a better choice for retail investors in the long run? Before choosing between the growth and IDCW o ..read more