M. Pattabiraman's Blog, page 114
October 19, 2022
Debt mutual fund screener (Oct 2022) for selection, tracking, learning
This is a debt mutual fund screener for fund selection, fund portfolio tracking and learning. It also includes hybrid funds that invest in bonds. It will satisfy investors who wish to invest in money market funds, banking and PSU funds etc. The credit quality of the bonds in the portfolio and the bond maturity profile...
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October 18, 2022
SBI Pension Fund Scheme E – NPS TIER I Performance Review
We review the performance consistency of SBI Pension Fund Scheme E – NPS TIER I measured against Nifty 50 TRI and UTI Nifty 50 TRI. The scheme was launched in June 2009 and currently has an AUM of little over Rs. nine thousand crores. Only the scheme from HDFC Pension has a higher AUM (in...
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October 17, 2022
These 31 stocks have been part of Nifty 50 for the last ten years!
This article analyses the historical Nifty 50 portfolio over the last ten years (Oct 2012 to Sep 2022). This data is not available or free on the NSE website, so we use the portfolio history of Nifty BeES ETF as a proxy. Eighty-four entities have been part o the Nifty 50 over the last ten...
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October 16, 2022
Why we badly need an aggressive hybrid index fund!
This article presents results from the Equity Mutual Fund Screener Sep 2022 and discusses why we badly need an aggressive hybrid index fund! We find out how easy/hard it is to consistently beat the CRISIL Hybrid 35+65 – Aggressive Index. The index comprises S&P BSE 200 TR(65%) and CRISIL Composite Bond Fund Index (35%). Disclaimer: Fund...
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October 15, 2022
Actively managed mid cap mutual funds also struggle to beat the index!
Many investors incorrectly believe that index funds are necessary only in the large cap space and that active funds easily beat the index in the mid cap and small cap segments. In this article, we bust this myth with rolling returns and trailing results comparison of active mid cap mutual funds with Nifty Midcap 150...
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October 14, 2022
Almost 60% of Mutual Fund Equity AUM is from Nifty 50 stocks!
As of Aug 31st 2022, 59.5% of the total equity AUM was in Nifty 50 stocks. Here are the details and possible implications. The total equity AUM held by 40 mutual fund AMCs is Rs. 21,91,563.5357 Crores. The break-up is given below. The tables in this article are sourced from ACE MF. AMC Equity (Cr.)...
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October 13, 2022
Is this a good time to Invest in NASDAQ 100 and S&P 500?
A reader asks, “Is this a good time to Invest in NASDAQ 100 and S&P 500? As both indexes have fallen around 25% to date in 2022.” The answer depends on your motivation and your appreciation of underlying risks. From the point of view of Indian investors, the US stock market has been on an...
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October 12, 2022
Index fund tracking error screener October 2022
This is an index fund screener based on tracking error and returns difference wrt benchmarks (aka tracking difference). The screener will help users evaluate how efficiently an index fund has tracked its underlying benchmark. It will also help a understand how tracking a midcap index or the Nifty 100, 500 is quite different from tracking...
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October 11, 2022
Why are arbitrage mutual funds holding debt mutual funds in their portfolios?
A reader asks, “I noticed that Kotak Arbitrage Fund is holding about 5% of Kotak Liquid Fund. Can you explain why they are doing this?” Kotak is not alone. Many arbitrage funds buy units of their own debt funds. This is done in a bid to bolster returns. Even a few years back, arbitrage funds...
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October 10, 2022
NPS Systematic Lump sum Withdrawal Rules Explained
The pension fund regulatory and development authority (PFRDA) the NPS regulator has released a draft proposal on implementing Systematic Lump sum Withdrawal (SLW) in the national pension scheme. The draft is open for comments/feedback until the 19th of Oct. This is an explanation of the proposed rules. Existing rules: After the age of 60, an...
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