The year also witnessed some key changes in fund management, triggered by regulation. This has had an implication on the Scripbox portfolio construction and fund selection algorithms. The following section covers the key triggers and the resulting implication on the Scripbox algorithm.

A few weeks back, investor Thiyagarajan Chandrasekaran posted on a popular financial portal ‘there is no dividend for the month of December-18 and February-19’. Thiyagarajan had put his hard-earned money in a top-rated balanced scheme of a mutual fund and was surprised to know that monthly dividends were not guaranteed.

Mirae Asset India Equity Fund will be renamed Mirae Asset Large Cap Fund. The fund was earlier categorised as a ‘Multi-cap fund’, which meant that it could invest across large, mid and small caps. With this change, it will be categorised as a ‘Large Cap fund’. This means, it will predominantly invest in large cap stocks only.

The Indian Equity market was a mixed bag in 2018-19 (till March 31, 2019) with the key indices providing widespread returns. Though the Nifty was up 16.5% for the year, the Nifty Midcap 100 was down 1.9% and the Nifty...

Here’s our assessment of equity and debt markets in March 2019. Apart from the elections, larger issues having an impact on the market are strong buying by foreign portfolio investors (FPI), a stronger rupee, and the banking sector logjam.

The per capita income itself is growing at about 10% annually. On the other hand, ‘basic needs’ like food has already been met for most of the population and will not grow at the same pace. Most likely, basic needs will grow in line with inflation or less.

Being lucky, seems totally illogical and unscientific and as a result the human mind rejects the possibility of developing the art of being lucky. On the other hand, Dr Richard Wiseman did a detailed study on the psychological difference between lucky and unlucky people and wrote about it in his book “The Luck Factor”.

Here’s our assessment of equity and debt markets in February 2019. Apart from the elections, one of the larger issues having an impact on the markets is the spate of selling by foreign portfolio investors (FPI), driven by US-China trade war.