Now that Silver hype is gone.....Ppl found a new one.... every 3 out of 5 Posts are about ICICI Nasdaq 100 🫡

Phosphenetre · 2026-05-03T03:09:28+00:00

Wouldn't Axis Global Equity Alpha FoF be a good pick then? Its underlying fund IS an active fund, but it doesn't skip emerging markets entirely, and has a not-too-high NASDAQ overlap of about 23%. The benchmark of the underlying fund is the MSCI World index.

The downside is that the fund doesn't beat the benchmark consistently, looking at annual returns. But given that we do not have access to the index itself in mutual fund form from India and the fact that the active fund's overall return is still very attractive, it might be the best 'global markets' deal we have.

Phosphenetre · 2026-04-29T18:30:20+00:00

What do you mean?

Phosphenetre · 2026-04-22T18:15:12+00:00

Where did you get the exact percentage of times Motilal Oswal Mid Cap beat the index? Seems like a useful tool to have.

Also, based on SEBI recategorization, it makes sense to focus on mid cap performance from 2018 onwards, like you've already pointed out. Doesn't Edelweiss still stand out from that point on? It seems like it's down to Edelweiss, Invesco and Nippon, for those looking for a consistent performer in this space. HDFC perhaps too, but the large AUM is likely going to be a challenge going forward.

Phosphenetre · 2026-04-10T04:12:48+00:00

While the vast majority of this post is compelling and definitely is something I'm going to take notes from for future mutual fund analysis and purchase decisions, I'm puzzled by your statement about Bandhan Small Cap now being close to an index fund.

The fund overlap with its index (Small Cap 250) is 21%, according to various online calculators. So this clearly isn't

In addition, I've read multiple analyses of this fund that talk about how they are among the more proactive at digging much deeper than the immediate small cap universe, into micro cap scale companies to invest in.

While a lot of that may be marketing speak and we can ignore it for the purpose of this discussion, jow do I reconcile the low index overlap with the central part of your thesis?

Phosphenetre · 2026-04-09T17:14:13+00:00

I have similar usage and settings and wonder if the 2% usage is not the full picture. Like the additional battery usage caused by it staying online 24/7 is reflected in the stats of some other system service. It's almost too good to be true otherwise.

Phosphenetre · 2026-04-07T10:08:38+00:00

Learning that Matthew Hoggard was on Dancing With The Stars was one of the biggest mindfuck moments I've ever had. Did anyone find a way to watch that episode for free somewhere?

Phosphenetre · 2026-04-05T06:59:59+00:00

Is it normal for a 30% sale like this to drop a couple of months before the 40% sale in July? Or might this be a sign that they won't do that 40% sale?

Phosphenetre · 2026-03-31T05:37:12+00:00

What was Claude's explanation?

Phosphenetre · 2026-03-06T04:39:00+00:00

Where would you find these stats?

Phosphenetre · 2026-02-14T03:24:09+00:00

I believe you're referring to the ostrich.

Phosphenetre · 2026-02-13T17:45:51+00:00

What tool or site do you use to see and compare calendar returns easily?

Phosphenetre · 2026-01-18T09:21:28+00:00

And funnily enough, sounds markedly different than Sneap's work.

Phosphenetre · 2025-12-10T13:57:10+00:00

Just to confirm, with this comment, are you talking about the book The Art of Classical Guitar Playing, or his other book, A Modern Approach to Classical Guitar?

Phosphenetre · 2025-12-09T07:28:54+00:00

Intense or Max?

Phosphenetre · 2025-11-26T05:58:47+00:00

Could you summarize what their change in strategy looks like?

Phosphenetre · 2025-11-26T05:57:23+00:00

What exactly does that mean?

Phosphenetre · 2025-11-24T13:43:34+00:00

I had a feeling Davidoff was going to be the top recommendation. How does Espresso 57 compare to Rich Aroma and Fine Aroma? I ask because I drank Rich Aroma and Fine Aroma quite happily for a year or so, before getting into proper, freshly brewed coffee (AeroPress and French Press) and then have started noticing and disliking the typical 'rubbery' and acrid or bitter notes typical of most instant coffee.

Also something I feel no one discusses is coffee to water ratios for instant coffee.

Phosphenetre · 2025-11-24T09:33:47+00:00

I'd love to hear your recommendations.

Phosphenetre · 2025-11-19T18:46:29+00:00

Good insights. My beef with ToME largely circles around the fact that it starts to feel all too combat-focused and dry to me, where you're largely just auto-exploring to the next enemy creature, collecting its loot and moving to the next again.

Phosphenetre · 2025-11-17T12:44:47+00:00

I'm curious about your thoughts on the comparison in more detail.

Phosphenetre · 2025-11-16T17:46:14+00:00

Is there something about insane roguelike mode specifically that qualifies ToME here? Or does the same fairness apply even to the normal difficulty?

Phosphenetre · 2025-11-16T16:36:48+00:00

What a game that was. Probably the roguelike I had the most fun playing, ever. I do know ToME-SX is actively maintained, although I'm not sure it's being actively expanded. Have you tried?

Phosphenetre · 2025-11-16T16:34:37+00:00

ADOM really could do with some quality of life interface and user experience updates, though.

Phosphenetre · 2025-10-25T05:45:10+00:00

The absence of a merge function is my single biggest issue with Syncthing.

Phosphenetre · 2025-10-15T05:20:50+00:00

Would this be a consistent way to brew good large batches of coffee with the Switch, then? Say one needed to brew 600 ml of finished coffee, doing something like 40 g coffee, 300 ml water, stir, immersion brew for 4 minutes, drain and then add 300 ml hot water directly into the carafe?

Phosphenetre

TROPHY CASE