M. Pattabiraman's Blog, page 133

Inflation has reduced Rs. One Lakh to just Rs. 5741 in 41 years!

The cost inflation index for the financial year 2022-2023 was recently announced. We compile 41 years of cost inflation index data to understand the devastating consequences of inflation and why our...



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Debt mutual fund screener (June 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...



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How to use MF capital gains statement for STCG & LTCG entries in ITR2 (or ITR3)

As a follow-up to our detailed guide on How to enter mutual fund and share capital gains in ITR2 (or ITR3), we now present two examples of how to use mutual fund capital gains statement for LTCG and...



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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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