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107 ArticlesKrishna Appala

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LT Multicap Monthly Fact Sheet: Jan 2021

January 2021 Monthly Update for the LongTerm Multicap Portfolio The Monthly Multicap Portfolio Factsheet will focus on Summarising the performance over the ...
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CM Passive Strategy Monthly Fact Sheet: Jan 2021

January 2021 Monthly update for the Capitalmind Passive Strategy. CM Passive Strategy (LT Large cap portfolio) was launched in Sep 2018. It was then a 20 stock ...
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Budget 2021: What’s in it for the salaried? (An EPF Tax)

The salaried have traditionally been hard done by in budgets. Not this time. Three measures in the 2021 budget with implications for the salaried ...
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A Boundary & a Dot Ball – Q3FY21 Earnings update

Two companies from our LT Multi cap portfolio had come up with their results. While the first went for a boundary, the second played with soft ...
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Parking your Money: Is IDFC First Bank Safe?

How safe is IDFC Bank? How can it offer 7% interest rate on Savings account? You must’ve heard this question at least once in the last few months. ...
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Home First IPO: Should you invest?

It's raining IPOs in 2021 and after IRFC and Indigo Paints which we wrote about, now a housing finance company is making its debut on the markets.  Home ...
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IRFC IPO – Should you invest?

In the last 3 years, four companies had listed from the Indian Railways universe. While IRCON, RITES & RVNL had a decent listing, IRCTC went on to become the ...
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LT Multicap Monthly Fact Sheet: Dec 2020

The Monthly Multicap Portfolio Factsheet will focus on Summarising the performance over the last month and since inception Quick thoughts on overall state ...
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CM Passive Strategy Monthly Fact Sheet: Dec 2020

CM LT Large cap portfolio changed its name to CM Passive Strategy. LT Large cap portfolio was launched in Sep 2018. A significant change happened when we moved ...
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FDs suck. What next? Exploring alternatives to Fixed Deposits

Historically, this is the worst time to invest in Fixed Deposits. The yields are crazy & do not beat inflation. At the same time we shouldn’t compromise on ...
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