Magic Of Equity Investment

For all our Investment Tigers : Terrific Data

Sensex at 53000 or at 80000 or much much higher!

Just see for the first time ever amazing data about Indian Equity Markets.

1. BSE completed 40 years.
2. There were around 10,000 trading days in last 40 years.
3. Observations on regular basis and positive and negative returns occurrences.

Frequency	Positive	Negative
Daily	53% Time	47% Time
Weekly	56% Time	44% Time
Monthly	61% Time	39% Time
Quartely	64% Time	36% Time
Yearly	72% Time	28% Time
3 Year	89% Time	11% Time
5 Year	96% Time	4% Time
10 year	100% Time

4. Bse Sensex delivered 15.5% CAGR returns over last 40 years.

5. Decadal returns dispersion

Period	CAGR
1980-1990	21.60%
1990-2000	14.30%
2000-2010	17.80%
2010-2020	8.80%

6. BSE Sensex returns 15.5%. Add 1.4% average dividend yield of 1.4% of last 40 years. At 16.9% compounding the value of BSE is actually around 80,000 level.

7. Longest period without returns was from 1994 till 2003. 9 years in total.

8. Since 2002 in last 18 years NO single 7 years rolling returns were without returns. This means since 2002 if you ever invested and kept money for minimum period of 7 years then you would have never lost money.

9. But what is most surprising and rewarding has been the performance of actively managed equity funds. Here are the data:

Category	20 Year CAGR	25 Year CAGR
Hybrid	15.17%	15.96%
Hybrid-ex*	16.37%	16.74%
Diversified	18.11%	16.25%
Diversified -ex*	19.89%	18.10%
ElSS	18.45%	18.20%
ElSS-ex*	19.66%	21.47%
All Funds	17.52%	16.41%
All Funds -ex*	18.73%	18%

excluding LIC/JM/Taurus/Quant MF schemes. This mean schemes of HDFC/ Nippon (earlier Reliance)/ Birla/ ICICI Pru/ SBI/ Principal/ Canara Rebecco/ Franklin etc.)

10. BSE Sensex was at 3800 in June 1996 (25 years back). In last 25 years average-ex* MF delivered 18% CAGR. Had BSE Sensex delivered as much as average MF schemes then the value of BSE Sensex should have been:

At 16.4% CAGR, BSE Sensex should be around 1,70,000 levels

At 18% CAGR, BSE Sensex should be around 2,38,000 levels.

How Brokers Sidestep SEBI Rules To Rip-off Investors: Now Targeting Super Senior Citizens

The pandemic has been a flourishing time for the brokerage business. India’s investor population nearly doubled, as people from the age of 9 years to 90 years turned into traders after a quick online class. Brokers used this boom during the lock-down to lure and loot people with well-laid traps backed by the façade of technical compliance with the rules. The two stories I will narrate, to caution investors, are chilling enough to jolt even a cynic like me who has reported a variety of scams for over 30 years.

MCA bats for shareholders’ privacy, restricts access to personal information on register of members

Move expected to prevent misuse of data by third parties, say expert. In a significant decision, the Corporate Affairs Ministry (MCA) has said that companies need not make available certain personal information of shareholders to those who inspect their register of members. The information barred from sharing include e-mail ID, unique identification number, PAN, and address or registered address (in case of a body corporate) of shareholders.

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