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@tugg You'll always be a US person because you're a US citizen. Can't escape the IRS.

@dawelek Wouldn't this fall be due to the underlying asset falling? In this case, neither ETF nor mutual fund will give you strategic advantage.

@dawelek You're talking about a one percentage swing for something that manages lakhcrores of rupees at the low end. Your math isn't mathing.

@kelbiiz 30% in small / mid cap funds is extremely risky. However, if OP has stomach for it, they could give it a go. I would encourage OP to put 100% of their investment quota into a index fund for a year or two before deciding whether or not the equity market ups and downs can be tolerated by...

@kmichonanchored The Indian Government has a 1L per financial year exception for LTCG. So you can sell your instruments and not have to get an exception for upto 1L which then you can reinvest into your existing MF portfolio. You seem to have realised this as you converted the 3.8L profit into...

@sunshinegirl23 This MF provides access to midcap and smallcap at market cap weights. So it is very highly correlated to Nifty 50 itself. As for the rest, it is upto you to decide if you want to diversify into midcap or smallcap at what weightage with different methodology (passive vs...

@theincrediblebaptistor You can use GOOGLEFINANCE function in Google Sheets. =GOOGLEFINANCE("NIFTY_50", "price", "2000/01/01", "2023/01/01", 1)

@runningwithfire Investment in a special sector isn't diversifying. Instead, it is concentrating your stock allocation to specific stocks present in both infra sector and nifty index. You can choose to concentrate based on gut feeling and instinct, but it needs to be a calculated risk, as...

@brokenwings88 Nifty500 also maintains fund at market cap weights. Currently the OP is far too exposed at smallcap and MidCap corresponding to the weights. It's not a bad thing necessarily, but speaking about fundamentals, I don't agree with overweight in any stock.

@brokenwings88 All index funds basically hug the index closely. I haven't to date seen significant deviation from index from any mutual fund. Choose any one you like. Rather, spend more time thinking about which index you want to hug.

@taddai For a guaranteed return at 4y investment period, you're pretty much stuck to fixed deposits.