M. Pattabiraman's Blog, page 131

How to benchmark your mutual fund portfolio

In this article, we explain how you can quickly and easily benchmark your equity mutual fund portfolio consisting of several mutual funds against an index fund (or ETF). Once you follow the steps...



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Axis MF front running: What should investors do?

At this point in time, what we know for sure in the Axis mutual front running case is minuscule compared to what we do not know. Social media is abuzz with all kinds of speculations/allegations about...



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FAQ: Which debt mutual fund should I choose to benefit from interest rate hike?

Several readers have asked us what their debt fund strategy should be in the wake of the interest rate hike by RBI. In this edition of FAQ, we discuss what debt mutual fund investors should do. Our...



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Which debt funds fell the most due to REPO rate hike?

In a move that surprised everyone, the RBI hiked the repo rate from 4% to 4.4%.  This means newer short-term bonds will have a higher interest rate. The market will expect longer-term bonds also to...



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Explained: Why did RBI increase the REPO rate? How will it impact debt mutual funds?

With consumer inflation close to 7 %, the reserve bank increased the rate at which it lends to banks from 4% to 4.4%. Why was this done and what are the implications for us? A simple explanation....



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How LIC annuity rates have changed over the last 20 years

In this article, we look at how LIC’s immediate annuity plan Jeevan Akshay’s annuity rates have over the last 20 years. This study was triggered while preparing a retirement planning...



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Stocks with low volatility and momentum for May 2022

Each month, we publish a list of stocks with low volatility and momentum. We provide data for BSE 500 and BSE 100 stocks.  There are now three different screener files available. (1) Stocks with low...



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What are the annuity rates of LIC Jeevan Akshay VII from Feb 2022?

In this article, we list the annuity rates of LIC’s Jeevan Akshay VII (Plan No. 857, UIN : 512N337V02) launched in Feb 2022. While preparing a retirement planning illustration based on laddered...



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FAQ: Super Top up Health Insurance policy

In this edition of “FAQ”, we shall discuss some common questions about Super Top-up Health Insurance policies. Previous editions in this series include: FAQ on index investing FAQ on...



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Why I started to invest in Parag Parikh Conservative Hybrid Fund

From this month onwards, I have started to invest in Parag Parikh Conservative Hybrid Fund. A look at some of the fund’s profile and the reasoning behind my decision. The fund is on the verge...



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