Meenakshi
30 posts by Meenakshi on the WealthTicker blog. Every figure in them comes from the same AMFI, AMC and exchange data the rest of this site shows, dated where it is stated. None of it is investment advice.
Dividend investing: building passive income from stocks
02 Oct 2026
How much income dividend stocks really pay in India, how dividends are taxed, and how dividend yield funds and SWPs compare, with data as of 1 October 2026.
Investing StrategyMarket ValuationsTax
Health insurance super top-ups, explained
02 Oct 2026
A super top-up adds large health cover above a deductible at a fraction of a base policy's cost. How the aggregate deductible works, and where it fails.
Personal FinanceTax
Multi-cap funds: young category, wide gaps, October 2026
02 Oct 2026
The median multi-cap fund returned 4.28% over the year to 1 October 2026 and 13.28% a year over three. Best and worst funds, spread and falls.
Fund Returns
Fund overlap: are you diversifying or doubling down?
02 Oct 2026
Two large-cap funds shared a median 50.3% of their portfolios on 31 August 2026; a large-cap and a small-cap fund just 3.0%. Overlap by category pair.
Investing StrategyPortfolio Holdings
How NRI taxation works on Indian investments
02 Oct 2026
Residency, NRE vs NRO, TDS on mutual fund redemptions, property sales and DTAA relief: how India taxes an NRI's investments in FY 2026-27, with fund data.
TaxInvesting Strategy
Old vs new tax regime: which saves more in FY 2026-27?
02 Oct 2026
The deductions you need before the old regime beats the new one, at seven salary levels for FY 2026-27, and why most salaried people now stay new.
TaxPersonal Finance
How much money do you need to retire comfortably?
02 Oct 2026
A retirement corpus starts from your spending, not a round crore. Worked example, the real return each fund category has earned, and what to subtract.
RetirementPersonal FinanceDIIs bought ₹6.4 lakh crore of Indian shares in 2026
01 Oct 2026
Domestic institutions bought a net ₹6,39,535 crore of Indian shares from January to September 2026, 1.59 times what foreign institutions sold.
FII & DII Flows
Five-star mutual funds: what the ratings show
01 Oct 2026
185 of 1,629 rated funds hold 5 stars. Among flexi caps, the 5-star median 3-year return trailed the 4-star one; the edge was smaller falls and lower costs.
Fund IndustryFund Returns
How many mutual fund schemes are there in India?
01 Oct 2026
India has 2,346 live mutual fund schemes but 8,653 scheme codes, because each fund comes in plans and options. The count by category, and where it comes from.
Fund Industry
Mid-cap fund returns: every one is up over the year
01 Oct 2026
All 31 mid-cap funds with a one-year record gained in the year to 30 September 2026; the median made 6.26%. Their 1, 3 and 5-year spread, best and worst.
Fund Returns
Pharma and healthcare stocks in mutual funds: 10%
01 Oct 2026
Equity funds held ₹3,73,711 crore in Indian pharma and healthcare companies on 31 August 2026, 10.05% of their shares. Mid caps held the most.
Portfolio HoldingsSectors1,131 stocks in equity funds, and 136 held by one fund
01 Oct 2026
Equity funds held 1,131 Indian stocks on 31 August 2026. 136 were in just one scheme's portfolio, and 373 in five or fewer, 1% of the money. Who holds them.
Portfolio Holdings
Factor indices in 2026: momentum leads, value held
23 Sep 2026
To 22 September 2026, Nifty Alpha 50 rose 10.3% and Nifty500 Momentum 50 3.0%, while the Nifty 50 fell 10.7%. Value held up in the fall; low volatility did not.
Market ValuationsMarket Recap
Nifty India Defence P/E at 60, three times the Nifty 50
09 Sep 2026
Nifty India Defence closed at a record 9,998.70 on 8 September 2026 at a P/E of 60.34, higher than on 93% of days since 2022 and 3.02 times the Nifty 50's.
Market ValuationsSectorsNifty 500 P/E at 22.9: the broad market vs the Nifty 50
27 Aug 2026
The Nifty 500 closed at a P/E of 22.89 on 26 August 2026, 1.12 times the Nifty 50's 20.46, a wider gap than on 84% of sessions since 2021.
Market Valuations
Nifty Bank P/B at 1.74, cheaper on book than in March
12 Aug 2026
Nifty Bank closed at a P/B of 1.74 on 11 August 2026; since 2021 only 30 March was lower. The index is 2.5% above its 9 March close while book value rose 15.5%.
Market ValuationsSectorsJuly 2026 in numbers: IT's rebound and a calmer market
03 Aug 2026
Nifty IT rose 16.8% in July 2026, its best month since July 2020, and the Nifty 50 2.2%. FII selling shrank to ₹5,779 crore and India VIX fell to 11.76.
Market RecapLarge-cap funds since March: same funds, new numbers
16 Jul 2026
The median large-cap fund's one-year return fell from 10.47% in March to −0.54% by 15 July 2026, though its NAV rose 2.04%. What changed and what didn't.
Fund ReturnsNifty 50 stocks in the first half of 2026: IT at the bottom
03 Jul 2026
In January–June 2026, 24 of 49 current Nifty 50 stocks rose. Adani Enterprises led (+35.6%); all five IT stocks fell over 11%, Infosys 38.1%. The table.
SectorsMarket Recap