sharpely Blogs

Latest insights, market updates, and investing ideas from the sharpely research desk.

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Indian IT Stocks 2026: AI Disruption, Price Crash, and Why Midcaps Are the Hidden Opportunity

by Avinash Bhatt · Mar 17, 2026

The Nifty IT index has fallen nearly 20% amid AI disruption fears. We break down what is really happening, the risks, and where the real investment opportunities lie for Indian retail investors

Macro & Markets+1

How to Time the Lump Sum Investment in Your Mutual Fund Portfolio

by Avinash Bhatt · Mar 04, 2026

Learn how to time lump sum investments in mutual funds using historical index valuations and market breadth indicators like the percentage of stocks above the 200 DMA. Practical, data-driven approach for smarter investing.

sharpely Spotlight

Volatility Contraction Pattern (VCP): A Rule-Based Screener Built for High Quality Breakouts

by Avinash Bhatt · Feb 03, 2026

Learn how a rule-based Volatility Contraction Pattern (VCP) screener works, why each filter matters, and how it delivered strong risk-adjusted returns in backtests.

Macro & Markets+1

Understanding the Engine of RRG: A Complete Breakdown of RS Ratio And RS Momentum

by Avinash Bhatt · Feb 02, 2026

Learn how RS Ratio and RS Momentum power Relative Rotation Graphs. Understand trend strength, momentum, and quadrant movement for smarter market analysis.

Macro & Markets+1

India EU Defence Pact: How Europe’s Move Away from US Arms Could Create a Multi Billion Dollar Opportunity for Indian Defence Companies

by Avinash Bhatt · Jan 28, 2026

Europe is reducing dependence on US arms suppliers. Discover how this strategic shift could boost Indian defence exports and stock opportunities.

Macro & Markets

The Commodity Glossary: Famous Nicknames in an Era of Trade Wars and Tariffs

by Avinash Bhatt · Jan 13, 2026

From The Widowmaker to The EV Metal, learn the fascinating origins of commodity nicknames and how they define trading strategies and market volatility.

Quant Investing

Bias Free Backtesting Explained: How sharpely Uses Point In Time Data to Avoid Look Ahead and Survivorship Bias

by Avinash Bhatt · Jan 07, 2026

Learn why most backtests fail in real life. Discover how sharpely uses point in time data to eliminate look ahead and survivorship bias in backtesting.

Stocks & Sectors

Morning Star Candlestick Pattern: How to Spot Trend Reversals Early in Indian Stocks

by Avinash Bhatt · Dec 30, 2025

Learn how the Morning Star candlestick pattern signals trend reversals in Indian stocks. Understand structure, psychology, entry rules, and trading examples.

Macro & Markets

Market Recap 2025: How Indian Markets Performed Across Indices, Sectors and Assets

by Avinash Bhatt · Dec 29, 2025

See how Nifty indices, key sectors, gold, silver and INR performed in 2025, and what investors should expect from markets in 2026.

Macro & Markets

Why Candlestick Patterns Work in Indian Stock Markets (And How to Use Them Correctly)

by Avinash Bhatt · Dec 29, 2025

Do candlestick patterns really work in Indian stock markets? Learn how multi-candlestick patterns reflect price psychology and how to trade them correctly.

MF and ETF

SEBI’s Mutual Fund Reforms: New Expense-Ratio Rules, Lower Fee Caps, and the Impact on AMCs

by Avinash Bhatt · Dec 22, 2025

SEBI’s mutual fund reforms announced on 17 December 2025 change expense ratios, introduce BER, and impact AMC profitability and investor returns.

MF and ETF

Building Trust Through Better Reporting: Why Design and Depth Matter for MFDs

by Avinash Bhatt · Dec 19, 2025

Discover how professional portfolio reports help MFDs build trust and credibility. Design, insight, and clarity matter. Learn how to get it right.

MF and ETF

How to Read CAMS Reports Like a Pro (And Get Actionable Insights)

by Avinash Bhatt · Dec 19, 2025

Learn how to decode CAMS PDF reports and extract powerful portfolio insights using automated tools. No Excel needed!

Macro & Markets

Stock Market Holidays 2026: Complete NSE and BSE Trading Holiday Calendar

by Avinash Bhatt · Dec 16, 2025

Check the complete list of Indian stock market holidays in 2026. View NSE and BSE trading holidays, weekend closures in one simple calendar.

MF and ETF+1

Understanding Factor-Based Analysis for Mutual Fund Portfolios: A Guide for Distributors

by Avinash Bhatt · Sep 17, 2025

Learn how to use factor-based analysis to assess and explain mutual fund portfolios. Quality, value, momentum, simplified for distributors.

MF and ETF+1

How to Impress Clients with Better Portfolio Insights (Without Excel!)

by Avinash Bhatt · Sep 11, 2025

Ditch the boring spreadsheets. Discover how to deliver powerful mutual fund portfolio insights with ease using modern tools.

MF and ETF+1

The Modern MFD’s Tech Stack: Tools You Need Beyond Just a Transaction Platform

by Avinash Bhatt · Sep 08, 2025

Upgrade from spreadsheets. Explore must-have tools for MFDs: Analytics, reporting, CRM & more to scale your mutual fund distribution.

Quant Investing+1

The Rise of Quant Investing in India: A Beginner’s Guide

by Avinash Bhatt · Aug 31, 2025

Discover how quant investing is transforming retail investing in India. Learn what it is, why it’s growing, and how platforms like sharpely help you build, backtest, and automate data-driven strategies effortlessly.

Macro & Markets

GST Reforms 2025: India’s Path to Affordable Living and Economic Growth

by Avinash Bhatt · Aug 18, 2025

India’s 2025 GST reforms slash tax slabs to 5% & 18%, making essentials, electronics, and cars cheaper. Rollout expected by Diwali 2025.

Macro & Markets+1

RBI MPC August 2025: Detailed Analysis Amid Strong Growth and Tariff Risks

by Avinash Bhatt · Aug 06, 2025

RBI keeps repo rate unchanged in August 2025 MPC meet amid strong growth and tariff risks. Explore key takeaways and what it means for your investments.

Stocks & Sectors

Nuvama Wealth Management: A Deep Dive into the Business

by Pranav Nanekar · Jul 04, 2025

Explore Nuvama Wealth Management stock analysis. Dive into the financial health, growth prospects, and valuation. Get insights from our fundamental analysis and platform data.

Stocks & Sectors

Fino Payments Bank: Business Analysis and Strategic Outlook

by Pranav Nanekar · Jul 04, 2025

Dive deep into Fino Payments Bank business analysis. Understand its evolving business model, financial health, digital growth strategies, and the pivotal journey towards becoming a Small Finance Bank.

Stocks & Sectors

Reliance Industries Analysis: A Simple Guide for Beginners

by Pranav Nanekar · Jul 04, 2025

Dive deep into Reliance Industries FY25 financial performance. Get key insights on Jio Platforms Reliance Retail O2C challenges and New Energy initiatives. Understand RIL growth outlook, balance sheet strength and risk factors for informed investment decisions.

Stocks & Sectors

Unlocking Indian Logistics Sector

by Pranav Nanekar · Jul 04, 2025

Want to invest in the Indian logistics sector but do not know where to start. Our beginner-friendly guide breaks down how to analyze Indian logistics stocks using key metrics and investment tools.

Stocks & Sectors

Can Defense Sector of India be the Next Big Bet

by Pranav Nanekar · Jul 04, 2025

Discover why India’s defense sector is a top investment opportunity in 2025, driven by government support, export growth, and geopolitical demand. Learn how sharpely tools can help you analyze stocks like HAL, BEL, and BDL to build a resilient portfolio.

MF and ETF

Best Mutual Fund Categories: A Simple Guide for Every Investor

by Pranav Nanekar · May 29, 2025

Confused by mutual fund categories? Learn to pick the right Equity, Debt, Hybrid, or Gold funds for your goals. Understand risk, time, and how to build a smart, diversified investment portfolio.

Stocks & Sectors

Booming Dairy Sector of India in 2025: Key Listed Stocks, Growth Drivers, and Market Insights

by Avinash Bhatt · May 26, 2025

Explore the dairy sector of India in 2025 - top listed & unlisted players, growth drivers, market share, and key investment insights.

sharpely Spotlight

Backtesting: The Secret Weapon of Smart Traders

by Pranav Nanekar · May 16, 2025

Master backtesting to build winning trading strategies with sharpely’s accurate engine. Learn step-by-step how to test strategies, analyze CAGR, Sharpe Ratio, RoMaD, and Maximum Drawdown, and refine for long-term success. Start compounding wealth today!

Macro & Markets+1

A New Trade Era: The India-UK FTA and What It Means for Your Investments

by Avinash Bhatt · May 08, 2025

Explore how the India-UK FTA 2025 boosts trade, investment, and growth in key sectors. Learn which stocks to watch and how to capitalize on this new era.

Stocks & Sectors

Warren Buffett Retires at 94: A Legacy of Value Investing and How You Can Apply His Strategy Today

by Avinash Bhatt · May 05, 2025

Warren Buffett retires from Berkshire Hathaway at 94, leaving behind a timeless legacy in value investing. Learn from his principles and explore a Buffett-style stock screener to apply his strategy today.

MF and ETF

How to Analyze Mutual Funds for Better Returns: Key Metrics and Common Mistakes

by Avinash Bhatt · Apr 29, 2025

Learn how to analyze mutual funds the right way by focusing on key metrics like returns, risk ratios, and portfolio quality. Discover common mistakes investors make and how to avoid them for better investment decisions.

Quant Investing

How to Build a Fully Automated Strategy Without Writing a Single Line of Code

by Pranav Nanekar · Apr 28, 2025

Tired of emotional trading? Discover how to build fully automated stock trading strategies without any coding. Learn the benefits of rule-based investing and take control of your portfolio.

Macro & Markets

5 Global Economic Indicators Every Investor Should Watch in 2025

by Pranav Nanekar · Apr 25, 2025

Stay ahead of the curve in 2025! Our guide reveals the 5 global economic indicators every investor needs to monitor, including GDP, inflation, and more. Visit for in-depth analysis.

Stocks & Sectors

A Deep Dive into Ami Organics: Business Model, Financials, Risks and Valuation Outlook

by Avinash Bhatt · Apr 15, 2025

Explore growth outlook, revenue drivers, CDMO pipeline, financial health, and valuation vs peers of Ami Organics. Is this specialty chemical stock a buy.

Stocks & Sectors+1

CANSLIM Strategy Explained: A Proven Formula to Find Winning Stocks

by Avinash Bhatt · Apr 07, 2025

Learn how the CANSLIM strategy helps investors find winning growth stocks. Discover key rules and run a readymade CANSLIM screen on sharpely.

Stocks & Sectors+1

Investing Like Rakesh Jhunjhunwala: A Stock Screen Based on His Philosophy

by Avinash Bhatt · Mar 24, 2025

Learn how to invest like Rakesh Jhunjhunwala with this quantitative stock screen built on his core investing principles. We break down his philosophy, convert it into actionable screening rules, and backtest the strategy using sharpely to reveal how it performs in real markets.

Macro & Markets+1

Q3 FY25 Earnings Analysis: A Detailed Analysis of Indian Stock Performance

by Avinash Bhatt · Mar 06, 2025

A deep dive into Q3 FY25 earnings, analyzing how India Inc. performed this quarter. Explore key trends, sector highlights, and what lies ahead for the markets.

MF and ETF

Mutual Funds and ETFs: How to Choose the Right Investment for You

by Pranav Nanekar · Feb 18, 2025

This article aims to give you a detailed outlook on the similarities and differences between mutual funds and ETFs and finally make a case for which investment works for whom.

Macro & Markets

Q3 Results That Shocked the Markets This Week (Jan 19 - Jan 25)

by Pranav Nanekar · Feb 04, 2025

With Q3 Results dropping in, finding stocks showing steady or shocking returns is an important step in the rebalancing strategy. Get a sneak peek into the market shockers.

Macro & Markets

Weekly Market Recap: Q3 Earnings Highlights (Jan 26 - Feb 1)

by Pranav Nanekar · Feb 04, 2025

Lets dive into the highlights and uncover the biggest takeaways of the Q3 results. Get the weekly market recap of earnings highlights here.

Stocks & Sectors

Will These Sectors Drive India’s Growth Story in FY 26?

by Pranav Nanekar · Jan 22, 2025

Which sectors stand to gain from the Budget 2025? Catch the full details here

Stocks & Sectors

Raymond Lifestyle Ltd: A Value Buy or a Value Trap

by Avinash Bhatt · Jan 22, 2025

Explore the business of Raymond Lifestyle Ltd, a listed fashion and retail company with mens fashion brands and a retail network. Dive into growth prospects, financials and technical analysis in this insightful article.

Quant Investing

Decoding Earnings Upgrade: A Guide to Identify Winning Stocks

by Pranav Nanekar · Jan 21, 2025

This article reveals how earnings upgrades can help shape a winning investment strategy.

Macro & Markets+1

How will the Indian stock market perform after the General Election 2024?

by Shubham Satyarth · Jun 05, 2024

Click here to learn what to expect from the Indian stock market in the next five years. We have taken a data-driven approach to analyze the result.

Macro & Markets+1

Market Recap FY24: Insights into Indian Equity Markets And Outlook for FY25

by Avinash Bhatt · Apr 01, 2024

Explore the highs and lows of FY24 in Indian equity markets and gain insights into what FY25 may hold. Delve into sectoral performances, top-performing stocks, and expert projections in this comprehensive recap and outlook analysis.

Stocks & Sectors

Goldiam International: A Business That Can Shine Bright Like A Diamond

by Avinash Bhatt · Feb 15, 2024

Explore the business of Goldiam International Ltd, a listed exporter of diamond-studded jewellery. Dive into growth prospects, financials & technical analysis in this insightful article.

Macro & Markets

How to Identify Climax Moves in the Indian Stock Market

by Avinash Bhatt · Jan 30, 2024

Discover the dynamics of Climax Moves in the Indian stock markets. Learn strategies, identify traps, and make informed decisions with this comprehensive guide.

Personal Finance

Smaller Funds, Big Money: How to start investing with little money

by Avinash Bhatt · Jan 19, 2024

Start your investment journey with small funds on sharpely. Learn risk tolerance, SIP strategies, and diversify wisely. Invest with confidence.

Personal Finance

Investment Basics: 9 Best Investment Tips for Beginners

by Avinash Bhatt · Jan 12, 2024

Embark on your investment journey with these 9 essential tips! From setting goals to virtual investing, sharpely guides beginners to financial success. Start your wealth-building adventure now!

Macro & Markets

How Fund Rate Of Fed Affect Indian Markets

by Avinash Bhatt · Dec 20, 2023

Explore the profound impact of the Federal Reserve fund rate decisions on Indian markets. Learn how the pause and anticipated rate cuts in 2024 influence the US 10-year Treasury yield, shaping fund flows into Indian equity markets. Uncover the opportunities and challenges for investors amid global rate adjustments.

Stocks & Sectors

What is Happening in the Hospitality Industry

by Avinash Bhatt · Dec 02, 2023

Explore the steady rise of the Indian hospitality industry in FY2023, growth projections, and key players like IHCL, Lemon Tree, Chalet, and SAMHI. Analyze stock performance, room inventory, and future outlook.

Macro & Markets+1

Understanding the Power of Operating Leverage in Investing

by Avinash Bhatt · Nov 18, 2023

Explore the meaning and importance of operating leverage fundamental investing. Understand how you can use this as a mental model to find interesting stock ideas.

Personal Finance+1

How to Screen Good Stocks Using sharpely in Just Four Simple Steps

by Avinash Bhatt · Nov 04, 2023

Discover data-driven investment ideas in 4 simple steps with StyleBoxes on sharpely. Benefit from informed investing using high-quality data and tools with ease!

Stocks & Sectors

What is Happening in the Speciality Chemical Industry

by Avinash Bhatt · Oct 27, 2023

Dive into the Speciality Chemical Industry to explore its challenges, opportunities, and future prospects. Navigate this dynamic sector with insights into high profit margins, competition, and evolving trends.

Macro & Markets+1

Is the Indian Stock Market Becoming a Casino

by Avinash Bhatt · Oct 20, 2023

This blog provides insights into the alarming rise of the derivative markets and its impact on retail investors. Read it before you start trading options.

Stocks & Sectors

Real Estate Industry: Building Wealth with Bricks and Mortar

by Avinash Bhatt · Oct 13, 2023

This blog will provide detailed insights into the realty sector. It will provide details about the current state of the real estate sector and how to analyze real estate companies. We have also discussed the opportunities in this sector.

Stocks & Sectors

Has the Story of Navin Fluorine Come to an End

by Avinash Bhatt · Oct 06, 2023

This blog will provide an in-depth analysis of the recent fall in the share price of Navin Fluorine. We have discussed the impact of the departure of the CEO and the overall business outlook of the company.

Stocks & Sectors

What is Happening with HDFC Bank: Key Insights from Analyst Meet

by Avinash Bhatt · Oct 06, 2023

This blog will provide important insights about HDFC Bank and answer why this past multi-bagger stock has become a laggard in recent times. We have discussed the impact of the merger on the business fundamentals and how the merged entity is going through a transition.

Personal Finance+1

The Power of Insightful Investing: How Advanced Analytics of sharpely Drive Profitable Returns

by Avinash Bhatt · Sep 20, 2023

Unlock Profitable Returns with Data-Driven Investment Insights of sharpely. Explore advanced analytics, stock screening, scores, backtesting, and analyst forecasts in our latest blog. Start your journey to smarter investing with sharpely!

Stocks & Sectors

Dabur: Comprehensive Insights from Capital Markets Day 2023

by Avinash Bhatt · Sep 18, 2023

This blog will provide a detailed summary of Capital Markets Day 2023 of Dabur that provides a comprehensive overview of the key takeaways across different categories of the company.

MF and ETF+2

Maximising Returns with Curated Investment Baskets on sharpely

by Avinash Bhatt · Sep 13, 2023

Investing in the growth of India is easier than ever with Curated Baskets of sharpely. Discover how these ready-made portfolios, available in different risk levels, using Index Funds and Exchange Traded Funds (ETFs), offer low costs, diversification, periodic rebalancing, and better returns for long-term investors.

Quant Investing+1

Backtesting: Unveiling the Power of Historical Data in Investment Strategies

by Avinash Bhatt · Sep 12, 2023

This blog delves into the significance of backtesting, explaining how it helps you make better investment choices. By examining past performance, you will gain valuable insights to create more effective and reliable investment strategies. Explore the power of historical data with sharpely and elevate your investment decisions.

Personal Finance+2

Does Analyst Target Price on Stocks Hold Any Importance

by Shubham Satyarth · Aug 09, 2023

Learn about what the target price of stock is and how you can use it. Also, with the help of a unique case study, analyze how blindly following the target price can lead you to underperformance in the stock market.

Personal Finance+2

Does Analyst Recommendation on Stocks Hold Any Importance

by Shubham Satyarth · Aug 09, 2023

Learn about stock recommendations by analysts and if they can be really useful in stock picking. Explore how you can analyze the efficiency of this metric on sharpely with a unique case study and backtesting feature available only on sharpely.

Personal Finance+2

Is Earnings Upgrade by Analysts an Important Metric for Stock Selection

by Shubham Satyarth · Aug 09, 2023

Explore how analysts upgrade earnings based on various events and analyze if you can use these events to pick winning stocks using a unique case study. Also, learn about how backtesting on sharpely can help you test various metrics.

Macro & Markets

Semiconductor Industry: A Detailed Overview

by Avinash Bhatt · Aug 04, 2023

Explore the dynamic world of the semiconductor industry in this detailed blog. Discover the eight layers of the semiconductor value chain, key players, and significant geographies. Learn how chips are designed and manufactured and the challenges and opportunities that lie ahead.

sharpely Spotlight

Smart Investing: How to Maximize Returns with sharpely

by Avinash Bhatt · Jul 31, 2023

Discover the power of smart investing using advanced tools from sharpely. Explore how high-quality data and innovative tools, such as sector analysis, stock screeners, signals, and stock scores, can help you create a winning investment strategy. Join us on a journey of unlocking the power of Sharpely tools and gain a competitive edge in the market.

Quant Investing

Diversify your portfolio to overcome variance drain

by Shubham Satyarth · Jun 27, 2022

Discover the power of diversification in controlling portfolio volatility and reducing the impact of variance drain on compounded returns (CAGR). Learn how combining different assets in a portfolio can improve CAGR while managing risk. Understand the significance of rebalancing in portfolio management for enhanced results.

Quant Investing

How portfolio volatility kills your compounding gains.

by Shubham Satyarth · Jun 24, 2022

Learn about the phenomenon of "variance drain" in investments, which explains why the compounded annual growth rate (CAGR) can be lower than the arithmetic average return. Understand the implications for investors and how to control volatility.

Quant Investing

Portfolio rebalancing – when it works

by Shubham Satyarth · Jun 24, 2022

Learn about the power of rebalancing your investment portfolio to preserve diversification and enhance long-term gains. Explore real-world examples and Monte Carlo experiments comparing buy-and-hold and rebalanced strategies. Discover when rebalancing adds value and how it benefits long-term investors with diversified portfolios.

Personal Finance+1

Financial Goal Planning – Dynamic Programming approach

by Shubham Satyarth · May 27, 2022

Explore the power of dynamic programming in financial goal planning. Learn how to choose the best portfolio over time to maximise the probability of achieving your financial goals. Discover how a dynamic approach significantly improves the odds of success.

Personal Finance+1

Financial Goal Planning – The traditional approach

by Shubham Satyarth · May 26, 2022

Discover why the traditional approach to goal planning and portfolio selection may not be optimal for achieving financial goals. Learn about the importance of defining strict investment objectives, maximising the probability of goal achievement, and using probabilities in portfolio construction.

MF and ETF+2

Active, Passive and Smart Beta: Part 5 – Smart Beta Strategies

by Shubham Satyarth · Apr 28, 2022

Learn how Smart Beta strategies aim to harvest factor risk premiums beyond the market risk premium through transparent and rule-based approaches. Explore different examples of Smart Beta strategies, from single-factor indices to multi-factor portfolios, and understand the importance of systematic factors in constructing effective Smart Beta strategies.

MF and ETF+2

Active, Passive and Smart Beta: Part 4 – Systematic Factors and Risk Premium

by Shubham Satyarth · Apr 19, 2022

Explore systematic factors such as size, value, momentum, and low-volatility on Active, Passive, and Smart Beta strategies. Analyze historical risk premiums of these factors in both the US and Indian markets and gain insights into their potential future risk premiums. Discover how these factors serve as the foundation of Smart Beta strategies and their significance in optimal factor allocation for investors.

MF and ETF+2

Active, Passive and Smart Beta: Part 3 – From Assets to Factors

by Shubham Satyarth · Apr 08, 2022

Learn about the concept of factor theory in the context of smart beta strategies. Understand how systematic risk factors form the building blocks of smart beta approaches, providing investors with a deeper understanding of risk and return.

MF and ETF+2

Active, Passive and Smart Beta: Part 2 – Active vs Passive Investing

by Shubham Satyarth · Apr 07, 2022

This blog analyses the performance of actively managed Mutual Funds using the Capital Asset Pricing Model (CAPM). The analysis reveals the challenges of consistently delivering positive alpha. The blog also provides insights into the active vs. passive debate.

MF and ETF+2

Active, Passive and Smart Beta: Part 1 – An Introduction

by Shubham Satyarth · Apr 04, 2022

Learn about the world of investing methodologies. From Active to Passive and the rise of Smart Beta strategies, discover how they fit into the investment landscape. Compare their features, understand the concept of Smart Beta, and explore the benefits and costs associated with each style.