M. Pattabiraman's Blog, page 127

How to enter mutual fund and share capital gains in ITR2 (or ITR3)

In this step-by-step guide, we shall discuss how to enter capital gains from mutual funds or shares in ITR2 or ITR3. Salaried taxpayers must use ITR2 if they have any capital gains to declare....



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Does it make sense to invest in index funds over the next 20-30 years?

In this article, SEBI registered fee-only advisor Swapnil Kendhe discusses if passive investing aka index investing is suitable over the next 20-30 years in India. About the author: Swapnil is a SEBI...



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How can I tell if a mutual fund is less/more risky than other funds?

When we select a mutual fund there are two implicit questions we would like answered. (1) How risky is this fund? (20 How risky is this fund relative to other funds? The mutual fund riskometer is...



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SBI Equity Hybrid Fund Performance Consistency Review

In this edition of the fund performance report, we look at SBI Equity Hybrid Fund. Launched in Dec 1995, the scheme has assets worth Rs. 50,266 Crores which is the largest among actively managed...



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How to invest a lump sum of Rs. 10 lakhs in equity mutual funds?

A reader on our Youtube Q & A session asked, ” Hi, First of all, congratulations on providing a platform for people to ask questions. Usecase: Let’s say I have a sum of 10 lacs to...



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Index fund tracking error screener June 2022

This is an index fund screener based on tracking error and return difference wrt benchmarks. The screener will help a user evaluate how efficiently an index fund has tracked its underlying benchmark....



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How I got my dream job: Journey of a fresh CS graduate

In this edition of the reader story, we have a father and son combination sharing the journey of how the son followed his passion and bagged his dream job. They both prefer anonymity. About this...



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My mutual fund portfolio has suffered significant losses what should I do?

A reader on our Youtube Q & A session asked, “Sir, my question is as follows: My age is 25 years. I have started sips in MFs since Oct 2021. I don’t have time to analyse stocks ( i...



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11 Investment mistakes young earners should avoid!

In this article, SEBI registered investment advisor, Sriram Jayaram discusses 11 investment mistakes young earners and anyone new to personal money management should avoid. About the author: Sriram Jayaraman is a SEBI registered fee-only Investment adviser. After 27 years of working in large IT companies in India, he achieved financial independence and retired early to become...

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ICICI Prudential Equity & Debt Fund Review

While preparing this month’s equity mutual fund screener, something caught our eye. ICICI Prudential Equity & Debt Fund gained 19.8% over the last year (trailing 1Y return) compared to only a 6.2% gain by Nifty 100 TRI (as of 3rd June 2022). So we dig deeper and find out how consistently the Fund has performed...

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