Factor Investing Performance Analysis
Factor Investing Performance Analysis FY23-24 was a great year for equity markets. Nifty 500 itself delivered more than a 40% total return. In this blog, we are going to take a deep dive into how various factors indices performed during the last year’s bull run. But first, let’s get down to the basics. What is…
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Vivek Sharma
Financial Planning for People in 20s
Your 20s are the decade where you lay the foundation upon which you build your future life. If you wish to build a castle, you must start laying a solid foundation early on. But it’s easier said than done. Your 20s are the most exciting time in anyone’s life – new job, new city, new…
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Vivek Sharma
Prospect Theory
As much as investors like to consider themselves rational, the fact of the matter is that most are unable to maintain their rationality when times get tough. Prospect theory is one of the most famous behavioral finance theories that describe how investors behave in risky situations. It was developed by Amos Tversky and Daniel…
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Vivek Sharma
Tax Harvesting: How to Reduce Your Tax Burden?
FY 23-24 has been great for Gulaq. We were able to generate phenomenal returns for our investors, but with the financial year about to end, you’ll soon have to pay taxes on all those returns that you made. To help you alleviate some of that burden, in this blog, we are going to share some…
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Vivek Sharma
Don’t Miss the Forest for The Trees: Why Maxing Out the Rs. 1.5 Lakh Limit on Your PPF Before 5th of April Is Not Worth the Hype
As the financial year has ended, the buzz around investing the entire Rs. 1.5 lakh limit into your Public Provident Fund (PPF) account before April 5th intensifies. While on the surface, it seems like a prudent decision. If you ask me, it’s not worth the hype. Let me explain. The whole notion of investing the…
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Vivek Sharma
Why Active Fund Investing is so hard?
Would you consider investing in a fund that has significantly trailed its benchmark over the past one year? Many would likely hesitate, although some might still be swayed if that fund has a strong historical track record. Now, let’s consider a scenario where a fund has consistently underperformed its benchmark over the last three or…
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Vivek Sharma
Halo Effect can be Dangerous to your Portfolio!
Charlie Munger once famously said, “It is remarkable how much long-term advantage people like us have gotten by trying to be consistently not stupid, instead of trying to be very intelligent. Investors are human beings & thus are susceptible to making stupid decisions due to one or many psychological biases that affect our investment decisions.…
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Vivek Sharma
10-Year Performance Comparison of Large Cap, Mid Cap, & Small Cap
If you had invested Rs.100 each in Large-Cap, Mid-Cap, & Small-Cap, what would your investment be worth today? In this blog post, we are going to take a deep dive into the last 10-year performance of each category and compare how they stack up against each other. Let’s get started! What are Large-Cap, Mid-Cap, and…
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Vivek Sharma
Gulaq Gear 6 Performance Deep Dive of 2023
We launched Gulaq in 2020 as the retail arm of Estee Advisors Pvt Ltd. Estee had over a decade’s worth of experience in building sophisticated quantitative algorithms for its HNIs and institutional clients. With Gulaq, we aimed to reach the masses and make our quant strategies available to everyone. Gulaq Gear 6 is our flagship…
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Vivek Sharma
Anchoring Bias
I remember back in 2010 when Steve Jobs introduced the first iPad to the world. It was a truly revolutionary product worthy of residing in anyone’s memories, but one thing that stuck with me the most was how he chose to reveal the price of it. Jobs adopted a very unique way of announcing the…
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