EPS: EPS downgrades exceed upgrades in 3 months

Mumbai: The earnings upgrade-to-downgrade ratio has weakened over the past three months, with 251 companies in the Nifty 500 universe experiencing downgrades for FY24, compared with 152 upgrades, Bloomberg data showed. Among the Nifty 50 companies, 30 experienced downgrades, while 19 underwent upgrades in this period. A Bloomberg earnings upgrade or downgrade is the consensus …

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How to invest with a disciplined approach when markets are soaring? MintGenie explains

Market experts feel that having a disciplined investment approach with a fixed investment plan is more important than transient benchmarks. “Retail investors should not concern themselves too much with market levels,” advises Mayank Bhatnagar, Chief Operating Officer, FinEdge about benchmarks soaring. “Today with markets reaching new highs, there is a need for retail investors not …

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Of tracking error and tracking difference

Passive funds follow a rule-based approach to investing with no active stock selection. They follow an index (like Nifty 50 or Nifty 500) and try to replicate its performance by buying all stocks with the same weight as in the index. In the replication process, several practical challenges can prevent the fund from achieving the …

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