Investing & Trading Made Simple!

[equitynivesh]

Equity Nivesh is started by me to share my learning in stock market & help beginners to create wealth for short or long term. You can choose to invest in mutual funds or start trading in stocks with your spare money & earn handsome return. I am not an expert in stock market but will definitely help others to grow with me & guide you in the right direction.

Note: Trading in the stock market is subject to market risks, please consult your advisor or do your homework before taking a position for short or medium term.

Disclaimer - The content is purely for educational purpose and advice or recommendation available on the site are taken from the brokerage report.

My Top 3 Trading & Investing App 👈

ZERODHA 🥇

GROWW 🥈

INDMONEY 🥉

Special Offer: Subscribe & get upto Rs. 1500 off on ET Prime Annual Membership.

[equitynivesh]

Why PGInvIT is falling?

PGInvIT (PowerGrid Infrastructure Investment Trust) may be experiencing a decline due to several potential factors that affect infrastructure investment trusts and the broader market. Some reasons could include:

Interest Rate Hikes: Rising interest rates make debt instruments like bonds more attractive than equity-based investments like InvITs, which can lead to a shift of funds away from infrastructure trusts.

Sectoral Weakness: A decline in the power or infrastructure sector due to regulatory, policy changes, or operational challenges can negatively impact the performance of InvITs.

Market Sentiment: Broad market corrections or negative investor sentiment toward specific sectors like infrastructure can lead to a sell-off in InvITs.

Financial Performance: If PGInvIT reported weaker-than-expected earnings or distributions, it could have led to a decline in investor confidence.

Liquidity Concerns: InvITs can sometimes face liquidity issues if there’s lower participation from institutional investors or limited interest from retail investors, leading to price volatility.

If you’re holding PGInvIT or considering investing, it might be helpful to review its recent financials and market updates for specific reasons.

[equitynivesh]

10 Stock Picks from Axis Securities with upside potential of up to 42%

Aarti Industries :- Target price: Rs 815

Steel Strips Wheels :- Target price: Rs 300

Bank of Baroda :- Target price: Rs 300

State Bank of India - Target price: Rs 1,030

Welspun Living :- Target price: Rs 224

KPIT Technologies :- Target price: Rs 2,150

Juniper Hotels :- Target price: Rs 475

NLC India :- Target price: Rs 340

Federal Bank :- Target price: Rs 230

10.J Kumar Infraprojects Ltd :- Target price: Rs 950

[equitynivesh]

What are the top 5 FAANG companies?

The term "FAANG" refers to five of the most prominent and high-performing technology companies in the world. The acronym stands for:

Facebook (now Meta Platforms, Inc.)

Amazon

Apple

Netflix

Google (now Alphabet Inc.)

These companies are known for their large market capitalizations and significant influence on the stock market, technology, and global economy.

[equitynivesh]

Which Startup did Zerodha Invest?

Zerodha, through its Rainmatter fund, has invested in several startups primarily focused on the fintech and financial services space. Some notable startups that Zerodha has invested in include:

Smallcase - A platform for creating and investing in portfolios of stocks.

Streak - An algorithmic trading platform for retail investors.

LearnApp - An online platform providing video courses on trading and investing.

GoldenPi - A platform for investing in bonds and debentures.

Ditto Insurance - A platform that simplifies buying insurance by offering advisory services.

These investments align with Zerodha's broader mission to foster innovation in the financial technology ecosystem in India.

[equitynivesh]

Life Insurance Corporation of India (LIC) Stock Portfolio Holdings

Life Insurance Corporation of India (LIC) is the largest life insurance company in India, founded in 1956. It is a state-owned insurance group and investment company. LIC plays a significant role in the Indian financial system and holds a dominant position in the life insurance sector. Apart from providing life insurance policies, LIC is also known for its substantial investments in various sectors of the Indian economy, including equities, real estate, and government securities.

LIC's Stock Portfolio Holdings:

Reliance Industries Ltd.

Infosys Ltd.

ICICI Bank Ltd.

Tata Consultancy Services Ltd. (TCS)

State Bank of India (SBI)

HDFC Bank Ltd.

Larsen & Toubro Ltd. (L&T)

ITC Ltd.

Bharti Airtel Ltd.

Hindustan Unilever Ltd. (HUL)

These are some of the major stocks in which LIC has significant holdings. Their portfolio is diversified across various sectors including technology, finance, and consumer goods.

[equitynivesh]

11 Stocks to Watch for Next 5 year With 25% returns from Jefferies

Jefferies has identified 11 stocks that are expected to deliver 12-25% compound annual growth rate (CAGR) returns over the next five years, driven by themes like the capex cycle, government manufacturing push, state-owned enterprise (SOE) reforms, and financialization of savings. Here are the stocks and their growth outlooks:

Amber Enterprises: A leader in AC outsourcing, benefiting from low AC penetration in India compared to global averages.

Ambuja Cement: India’s second-largest cement producer, focusing on expansion and efficiency improvements.

Axis Bank: Expected to grow earnings at a CAGR of 18% due to its strong deposit franchise and digital platforms.

Bharti Airtel: Positioned well due to market share gains and potential ARPU growth in the telecom sector.

JSW Energy: Focused on renewable energy, with plans to increase its capacity significantly by FY30.

Larsen & Toubro (L&T): A major player in India’s infrastructure and capex upcycle.

Macrotech (Lodha): A key beneficiary of the ongoing housing upcycle, with strong growth in pre-sales.

Max Healthcare: Expected to deliver robust revenue and EBITDA growth due to expansion in healthcare services.

State Bank of India (SBI): Leveraging its large customer base and digital expansion to drive loan and earnings growth.

TVS Motor Company: Set to benefit from a revival in two-wheeler demand and growth in the electric vehicle segment.

Zomato: India’s leading food delivery platform, benefiting from growth in food delivery and quick commerce segments​(mint)​(FortuneIndia).

These stocks are favored due to their strong growth potential, leadership positions, and alignment with key economic themes expected to drive market performance over the next five years.

[equitynivesh]

Is Ola Electric Share a Good Buy?

Ola Electric is a leading electric vehicle (EV) manufacturer in India, known for its electric scooters and plans to expand into electric cars and other green energy solutions. When considering whether to invest in Ola Electric, it's essential to assess several factors:

1. Company Performance and Market Position

Market Leader in EV Scooters: Ola Electric has quickly established itself as one of the market leaders in the electric scooter segment in India, competing with brands like Ather Energy, Hero Electric, and TVS.

Strong Brand Presence: Ola Electric benefits from the strong brand value of Ola, the ride-hailing giant, which gives it a significant advantage in brand recognition and customer trust.

2. Growth Potential

Expanding Product Line: Ola Electric is diversifying its portfolio with plans to enter the electric car market and expand into battery manufacturing, which could drive future growth.

Focus on Innovation: The company is heavily investing in R&D to enhance battery technology and improve charging infrastructure, which is crucial for the EV market.

3. Government Support and Policy Alignment

Favorable Policies: The Indian government is actively promoting EV adoption through subsidies, tax benefits, and initiatives like FAME II, which could boost Ola Electric’s growth prospects.

Sustainability Goals: The global shift towards green energy and sustainable transport solutions is a long-term tailwind for the company.

4. Financial Health and Valuation

Funding and Investments: Ola Electric has received significant funding from various investors, including SoftBank, which supports its growth plans. However, as a relatively young company in the EV space, its financials are still evolving, and it's crucial to monitor its profitability and cash flow management.

Valuation Concerns: If listed, the valuation could be high due to market hype around EVs, making the stock potentially expensive compared to traditional automakers.

5. Challenges and Risks

Competition: The EV market in India is highly competitive, with new entrants frequently emerging, which could impact market share.

Execution Risk: Scaling production, maintaining quality, and ensuring a robust supply chain for components are significant challenges for Ola Electric.

Regulatory Risks: Changes in government policies or delays in regulatory approvals can impact the company's operations.

Conclusion

Ola Electric shows great promise due to its market position, brand strength, and alignment with the global shift toward electric mobility. However, investing in it would also come with risks typical of high-growth startups, such as market competition, execution challenges, and financial volatility. If you're considering investing, it would be wise to analyze the company's financial performance, growth strategy, and market conditions thoroughly.

[equitynivesh]

9 Maharatna Stocks to hold Forever

Here are nine Maharatna companies in India that are considered strong, well-established, and could be worth holding for the long term:

Oil and Natural Gas Corporation (ONGC)

A leader in oil and gas exploration and production in India, ONGC is crucial for India's energy security.

Coal India Limited (CIL)

The largest coal-producing company in the world, Coal India plays a key role in India's energy sector.

Indian Oil Corporation (IOC)

A major player in refining, marketing, and distributing petroleum products across India.

Bharat Petroleum Corporation Limited (BPCL)

Engaged in refining, marketing, and distributing petroleum products. BPCL is a key player in India's oil and gas sector.

Steel Authority of India Limited (SAIL)

One of the largest steel-making companies in India, SAIL is vital for the infrastructure sector.

Bharat Heavy Electricals Limited (BHEL)

A leader in engineering and manufacturing, BHEL is involved in the energy and infrastructure sectors.

GAIL (India) Limited

The largest state-owned natural gas processing and distribution company in India, GAIL is pivotal for the country's gas infrastructure.

NTPC Limited

The largest power generation company in India, NTPC is crucial for meeting India's growing energy demands.

Power Grid Corporation of India Limited (PGCIL)

The central transmission utility of India, Power Grid is key to the country’s electricity distribution infrastructure.

These companies have strong fundamentals and a significant impact on India's economy, making them potential long-term holds for investors.

[equitynivesh]

9 Navratna Stocks to hold Forever

Navratna companies in India are Public Sector Enterprises (PSEs) that have been granted greater autonomy in decision-making. These companies are considered strong performers and are often seen as reliable investments due to their strategic importance to the Indian economy. Here are nine Navratna stocks that could be considered for long-term holding:

Bharat Electronics Limited (BEL)

Sector: Defense Electronics

Reason: BEL is a key player in the defense electronics sector, with a strong order book and government backing.

Container Corporation of India (CONCOR)

Sector: Logistics

Reason: With India’s push towards improving infrastructure and logistics, CONCOR is poised for steady growth.

Engineers India Limited (EIL)

Sector: Engineering and Consultancy

Reason: EIL has a robust order book in sectors like petroleum refining and infrastructure, making it a stable long-term bet.

Hindustan Aeronautics Limited (HAL)

Sector: Aerospace and Defense

Reason: HAL’s role in India’s defense sector and increasing defense expenditure make it a valuable long-term investment.

Mahanagar Telephone Nigam Limited (MTNL)

Sector: Telecommunications

Reason: Despite challenges, MTNL is important in India's telecom sector and could benefit from government initiatives.

National Aluminium Company (NALCO)

Sector: Mining and Metals

Reason: NALCO is a key player in the aluminum industry, with significant reserves and strong operational efficiency.

National Buildings Construction Corporation (NBCC)

Sector: Construction

Reason: NBCC is involved in major government projects, including smart cities and redevelopment initiatives.

National Mineral Development Corporation (NMDC)

Sector: Mining

Reason: NMDC is a leading iron ore producer in India, benefiting from high demand for steel and infrastructure growth.

Oil India Limited (OIL)

Sector: Oil and Gas

Reason: OIL is a major player in India’s oil exploration and production, with a focus on expanding its energy portfolio.

These companies have a strong presence in their respective sectors, benefit from government support, and have the potential to generate stable returns over the long term.

[equitynivesh]

Top 25 Small Cap Stocks to Buy

Here are 25 small-cap stocks in India that you might consider, based on their recent performance, growth potential, and strong fundamentals:

KEI Industries

Vaibhav Global

Jubilant Ingrevia

Indian Energy Exchange (IEX)

Deepak Fertilisers

Thyrocare Technologies

Balkrishna Paper Mills

Kalpataru Power Transmission

Prince Pipes and Fittings

Westlife Development

Orient Electric

Sundaram Finance Holdings

Aarti Surfactants

Jindal Stainless (Hisar)

Gateway Distriparks

Lemon Tree Hotels

Balaji Amines

Vardhman Special Steels

Birlasoft

MAS Financial Services

Maharashtra Seamless

Ratnamani Metals & Tubes

Borosil Renewables

Latent View Analytics

Zen Technologies

These stocks have shown potential due to their growth strategies, market positions, and sectoral trends. Before making any investment, consider consulting with a financial advisor to align with your risk profile and investment goals.

[equitynivesh]

Top 15 Mid Cap Stocks to Buy

Here are the top 15 mid-cap stocks to consider buying, based on growth potential, financial performance, and market trends:

Top 15 Mid-Cap Stocks in India

PI Industries: A leading player in the agrochemical space with strong growth prospects and a focus on innovation.

Voltas: A leading air conditioning and engineering solutions provider with strong market presence and growth potential.

Supreme Industries: A key player in the plastic industry, known for its diverse product range and strong financials.

The Indian Hotels Company: A prominent hospitality player with a strong brand, expanding footprint, and potential for recovery post-pandemic.

Persistent Systems: A rapidly growing IT services company with a focus on digital transformation and cloud-based solutions.

Crompton Greaves Consumer Electricals: A major player in the consumer electricals segment with strong brand recall and innovative product offerings.

Aarti Industries: A leading specialty chemicals company with strong growth potential and robust export demand.

L&T Technology Services: A niche player in the engineering and research & development services space, with strong expertise in technology.

Can Fin Homes: A growing housing finance company with a focus on affordable housing and consistent financial performance.

Mphasis: A mid-cap IT company with a focus on digital transformation, cloud, and cognitive services.

Cholamandalam Investment and Finance Company: A leading NBFC in the vehicle finance and home equity segments with strong growth potential.

Apollo Tyres: A key player in the automotive tyre industry with a diverse product range and expanding global presence.

Jubilant FoodWorks: The master franchisee for Domino's Pizza in India, with strong growth potential and market expansion plans.

Hindustan Aeronautics Limited (HAL): A major player in India's defense and aerospace sector with a strong order book and growth prospects.

Tata Communications: A key player in the telecom and networking space with a focus on digital infrastructure and services.

These stocks are selected based on factors like market leadership, consistent performance, growth potential, and strong financials. Before making any investment decisions, consider your risk profile and conduct thorough research.

[equitynivesh]

Top 10 Large Cap Stocks to Buy

Here are the top 10 large-cap stocks in India that are often considered by investors for their potential growth, strong fundamentals, and market position:

1. Reliance Industries Ltd. (RIL)

A diversified conglomerate with businesses spanning energy, petrochemicals, retail, digital services, and more.

2. HDFC Bank Ltd.

One of India's largest private-sector banks, known for its strong balance sheet, wide reach, and stable growth.

3. Infosys Ltd.

A leading IT services company, with a strong global presence in consulting, technology, and outsourcing.

4. Tata Consultancy Services Ltd. (TCS)

A top IT services company offering a wide range of technology and consulting services worldwide.

5. Bharti Airtel Ltd.

A major telecom operator in India with a strong presence in both mobile and fixed-line broadband segments.

6. ICICI Bank Ltd.

Another leading private-sector bank, known for its strong digital offerings and diversified portfolio.

7. Larsen & Toubro Ltd. (L&T)

A multinational conglomerate with interests in engineering, construction, technology, and financial services.

8. Hindustan Unilever Ltd. (HUL)

A top player in the FMCG sector with a diverse portfolio of consumer goods ranging from personal care to home care products.

9. Kotak Mahindra Bank Ltd.

A prominent private bank in India known for its robust retail and corporate banking services.

10. Bajaj Finance Ltd.

A leading non-banking financial company (NBFC) that offers a range of financial products including loans, insurance, and investment products.

These stocks are chosen based on their market leadership, financial stability, growth potential, and sectoral significance. Before investing, it's important to conduct thorough research or consult with a financial advisor.

[equitynivesh]

How to become a technical analyst?

Becoming a technical analyst involves developing a strong foundation in financial markets, acquiring the necessary skills, and gaining practical experience. Here's a step-by-step guide:

1. Educational Background

Finance/Economics Degree: While not mandatory, a degree in finance, economics, or a related field provides a strong foundation.

Self-study: Even if you don't have a formal finance background, self-study can be sufficient. Many technical analysts are self-taught through books and online resources.

2. Learn the Basics of Technical Analysis

Books: Start with foundational books like "Technical Analysis of the Financial Markets" by John Murphy, "Japanese Candlestick Charting Techniques" by Steve Nison, or "Technical Analysis Explained" by Martin J. Pring.

Online Courses: Platforms like Coursera, Udemy, and Investopedia offer courses on technical analysis.

3. Familiarize Yourself with Charting Tools

Charting Software: Get comfortable with charting software like TradingView, MetaTrader, or ThinkorSwim. These tools are essential for technical analysis.

Indicators: Learn about commonly used indicators such as Moving Averages, RSI, MACD, Bollinger Bands, and Fibonacci Retracements.

4. Understand Market Psychology

Study Market Sentiment: Understanding market psychology is crucial. Read about behavioral finance and how emotions drive market movements.

Practice Identifying Patterns: Learn to identify chart patterns like Head and Shoulders, Double Top/Bottom, Flags, and Triangles.

5. Get Certified

Certified Market Technician (CMT): Consider obtaining a CMT designation, which is globally recognized and covers in-depth technical analysis.

NSE Academy's Technical Analysis Courses: If you're in India, the National Stock Exchange (NSE) offers certified courses in technical analysis.

6. Develop a Trading Strategy

Paper Trading: Before risking real money, practice with paper trading to test your strategies without financial risk.

Risk Management: Learn the importance of stop-loss, position sizing, and risk-reward ratios.

7. Gain Practical Experience

Start Trading: Begin with small trades to gain experience. Keep a trading journal to analyze your trades and learn from mistakes.

Internships/Jobs: Seek internships or entry-level positions at brokerage firms, hedge funds, or investment firms to gain hands-on experience.

8. Stay Updated

Continuous Learning: Markets evolve, so it's essential to stay updated with new techniques and tools. Attend webinars, read industry blogs, and follow market news.

Networking: Join financial communities, attend seminars, and engage with other traders to learn and share knowledge.

9. Develop Patience and Discipline

Psychological Discipline: Successful technical analysts are disciplined and patient, avoiding emotional decisions during trading.

Long-term Focus: Technical analysis requires a long-term focus on learning and consistent practice to achieve success.

By following these steps, you can build the necessary skills and knowledge to become a proficient technical analyst.

[equitynivesh]

How to become a research analyst?

Becoming a research analyst typically involves a combination of education, relevant certifications, and gaining practical experience. Here’s a step-by-step guide to help you become a research analyst:

1. Educational Background

Bachelor’s Degree: Obtain a bachelor's degree in finance, economics, business administration, or a related field. This foundational knowledge is crucial for understanding market dynamics and financial instruments.

Master’s Degree (Optional): Pursuing a master’s degree in finance, economics, or business administration (like an MBA) can be beneficial, especially for advanced positions.

2. Gain Relevant Certifications

NISM Certification: In India, the National Institute of Securities Markets (NISM) offers a certification called Research Analyst Certification Examination (Series XV). Passing this exam is mandatory to become a SEBI-registered research analyst.

CFA Certification: Earning the Chartered Financial Analyst (CFA) designation is highly regarded globally and can significantly enhance your credibility and expertise in the field.

FRM/CAIA: Other certifications like the Financial Risk Manager (FRM) or Chartered Alternative Investment Analyst (CAIA) might also be useful depending on the area of specialization.

3. Develop Strong Analytical Skills

Learn how to analyze financial statements, use financial models, and understand valuation techniques.

Practice using software tools like Excel, Bloomberg Terminal, or specialized financial modeling tools.

4. Gain Work Experience

Internships: Start with internships in financial firms, investment banks, or research houses. This provides practical experience and helps in building industry contacts.

Entry-Level Positions: Look for junior roles like financial analyst, equity research associate, or any position that allows you to work under experienced analysts.

5. Stay Updated with Market Trends

Regularly read financial news, research reports, and follow the markets. Staying updated helps you understand how global and domestic factors influence various sectors and companies.

6. Network with Industry Professionals

Attend financial seminars, webinars, and networking events. Building a strong network within the industry can open up opportunities and help you learn from experienced professionals.

7. Build a Strong Research Portfolio

Create detailed research reports on companies or sectors, showcasing your analytical skills. A strong portfolio can help you stand out when applying for jobs.

8. Register with SEBI (For India)

If you wish to work as an independent research analyst in India, you need to be registered with SEBI. This involves meeting specific eligibility criteria and passing the NISM certification exam.

9. Continuously Improve Your Skills

The financial industry is dynamic, so it’s important to keep learning and updating your skills, whether through formal education, certifications, or self-study.

By following these steps and gaining experience, you can build a successful career as a research analyst.

[equitynivesh]

Who is the Father of The Indian Stock Market?

The Father of the Indian Stock Market is often referred to as Premchand Roychand. He was a prominent stockbroker in the 19th century and played a crucial role in the development of the Bombay Stock Exchange (BSE), which is the oldest stock exchange in Asia. Roychand's contributions to the stock market in India were foundational in establishing the infrastructure and practices that have shaped the Indian financial markets.

[equitynivesh]

What are Hybrid Mutual Funds?

Hybrid Mutual Funds, also known as Balanced Funds, are a popular investment choice for individuals in India. These funds are designed to provide a diversified investment portfolio that combines different asset classes such as stocks, bonds, and sometimes cash or cash equivalents within a single fund.

Here's what you need to know about hybrid mutual funds in the Indian context:

1. Asset Mix: Hybrid funds in India offer a mix of equity and debt instruments. The allocation can vary based on the specific fund's objectives. Some funds may have a higher equity allocation for potential capital growth, while others may lean more towards debt for stability and income.

2. Risk and Return: The risk and return profile of hybrid funds in India varies depending on their asset allocation. Funds with a higher equity component tend to offer the potential for higher returns but come with greater risk. On the other hand, funds with a higher debt allocation provide more stability and income but with lower growth potential.

3. Dividend and Growth Options: Many hybrid funds in India offer investors the choice between dividend and growth options. The dividend option provides regular income through dividend payouts, while the growth option aims for long-term capital appreciation with no regular payouts.

4. Tax Benefits: Indian investors may benefit from tax efficiency when investing in hybrid funds. Capital gains on investments held for more than one year are subject to a lower tax rate, making them tax-efficient for long-term investors.

5. Professional Management: Hybrid funds in India are actively managed by experienced fund managers. These professionals make decisions on asset allocation and security selection based on the fund's objectives and market conditions.

6. Types of Hybrid Funds: In India, you'll find various types of hybrid funds, including Balanced Hybrid Funds (with an equal mix of equity and debt), Aggressive Hybrid Funds (with a higher equity allocation), and Conservative Hybrid Funds (with a higher debt allocation). Each type caters to different investor preferences and risk profiles.

7. Regular Monitoring: It's important for Indian investors to regularly monitor the performance of their hybrid mutual fund investments. Keep an eye on the fund's NAV (Net Asset Value) and compare it to its benchmark index to gauge how well it's performing.

8. Investment Goals: When choosing a hybrid fund in India, consider your investment goals, risk tolerance, and investment horizon. Whether you're looking for capital growth, regular income, or a balanced approach, there's likely a hybrid fund to suit your needs.

9. SIP (Systematic Investment Plan): Many investors in India prefer to invest in hybrid funds through SIPs, which allow you to invest small, regular amounts over time. SIPs are a convenient way to build wealth gradually.

Remember to thoroughly research and understand the specific hybrid fund's objectives, fees, and past performance before investing. Diversifying your portfolio with hybrid mutual funds can be a smart way to manage risk while pursuing your financial goals in the Indian investment landscape.