M. Pattabiraman's Blog, page 139

Debt mutual fund screener (Feb 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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Which mutual fund should I sell to rebalance my portfolio?

If there is one action that most investors who appreciate asset allocation are hesitant to do, it is probably portfolio rebalancing. On the one side, there is fear of taxes and on the other,...



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Can the Indian stock market keep falling like the Japanese stock market?

It is common knowledge that the Japanese stock market (often represented by the Nikkei 225) has been underwater since December 1989. That is, it kept falling (excluding minor recoveries) for about 23...



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Is social media affecting our financial health?

Is money the root of all evil or social media is giving it tough competition? While social media has unlocked a world of possibilities, made information more accessible than ever, and is bread and...



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Can I use Sovereign Gold Bonds in my retirement portfolio?

A reader asks on Twitter, “Can we use Sovereign gold bonds for retirement planning?” For those who hate tax, the Sov. gold bond is an enticing investment. Buy and hold it for eight years...



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I wrote an investment book for newbies when my children wanted to know more

In this article, M T Raghunath (MTR) explains how he turned his discussions on investing and money with his two sons into a book. MTR is one of the smartest DIY investors I have interacted with and...



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UTI S&P BSE Low Volatility Index Fund Review

UTI S&P BSE Low Volatility Index Fund is an open-ended scheme tracking the S&P BSE Low Volatility TRI. In this review, we evaluate the pros and cons of investing in this fund currently in its...



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Index fund tracking error screener February 2022

This is a  passive 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...



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Which debt mutual fund should I use for long-term financial goals?

Suresh asks, “Can you please write an article on which type of debt mutual fund should be used for a long-term financial goal? Can we use liquid funds for these?” For those who make the...



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My investment journey: From random purchases to a goal-based portfolio

In this edition of the reader story, we meet a DIY investor who has transformed his approach to money management from making random purchases to a focused goal-based portfolio. About this series: I...



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