RupeeCase notes, by Tanmay Kurtkoti
197 short notes on returns, risk, factors, costs and behaviour, every one built on a worked figure from Indian market data. Free, no sign up.
01Not sure where to start?
02Featured
Latest . Returns and risk maths . 13 minSame returns, different retirementThe same ten annual returns leave a Rs 1 crore corpus drawing Rs 6 lakh a year at Rs 125.66 lakh or Rs 39.08 lakh depending only on their order.
Editor pick . Returns and risk maths . 5 minRolling returns vs CAGRA point to point CAGR is a chosen story, and the Nifty 50 TRI's rolling five year windows since 2002 ranged from minus 1.2 to plus 22.4 percent a year.
Editor pick . Returns and risk maths . 9 minThe volatility taxFive portfolios averaging 12 percent compound at 11.98 down to 4.00 percent depending only on volatility, so Rs 10 lakh over twenty years ends anywhere from Rs 96 lakh to Rs 22 lakh.03Topics
04Reading paths
Each path is a line and each note a stop. Tap a line to ride it; every path takes under an hour.
Path 0110 stops
New to systematic investing, or to RupeeCase. Ten notes that cover the ideas every other note assumes.
Path 028 stops
Anyone comparing two funds or two strategies on a return figure. Eight notes on windows, averages, benchmarks and the gap between a fund and its investors.
Path 038 stops
Anyone holding a regular plan, a PMS pitch or an ETF for a SIP. Eight notes on fees, commissions, structure and the tax that rides on each.
Path 048 stops
Readers who want to know what momentum, value, quality, size and low volatility actually are before buying a factor fund or a RupeeCase card.
Path 058 stops
Anyone about to choose a RupeeCase strategy. Eight notes that move the sort from CAGR to drawdown, and from the brochure to your own nerve.
Path 068 stops
Stock pickers and anyone reading a results filing. Eight notes that go from the ROE headline to the cash flow statement and the notes.
05All 197 notes
Newest first, 24 of 197