M. Pattabiraman's Blog, page 141

Stocks with low volatility and momentum for February 2022

Here is a list of stocks with low volatility and momentum for Feb 2022 from the Nifty 100. You can also get the historical data from March 2019 to Feb 2022.  We filter Nifty 100 for (1) positive...



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Equity LTCG Tax has not been increased from 10% to 15%!

Budget 2022 has not increased Equity LTCG Tax from 10% to 15%! The mention of 15% was a reference to the capping of the surcharge on LTCG from other assets. An explanation. How does surcharge work: ...



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30% tax on Cryptocurrencies explained

The finance minister announced that virtual digital assets including cryptocurrencies will be taxed at a rate of 30% from 1st April 2022. Here are the details. The finance bill 2022 defines a virtual...



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Can I now invest in Fund of Funds that buy US ETFs?

With the suspension of investments in most MFs holding international equity: What next? Can I now invest in Fund of Funds that buy US ETFs as an alternative? Will Fund of Funds investing in overseas...



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FAQ on Mutual Fund Systematic Withdrawal Plans (SWPs)

In this article, we cover the essentials of a mutual fund systematic withdrawal plan (SWP) by answering some frequently asked questions. 1: What is a Systematic Withdrawal Plan? The SWP is the...



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I thought equity investing was a gamble but now aim to hold 60% equity for retirement

This time in the reader story we meet young Vidur who has just started his goal-based investing journey. His attitude towards mutual funds and equity investing has changed from “it is...



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How do I include the value of my 2nd house when planning for retirement?

Many users of the freefincal robo advisory tool have a common question: “Where do I enter the value of my second house in the calculator while planning for retirement?”. The answer to...



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Equity may beat inflation but that doesn’t mean you will!

Most of us invest in equity (mutual funds or stocks) only for one reason – to beat inflation over the long term. Unfortunately, just because equity beats inflation does not mean we will be able...



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These index funds and ETFs are as expensive as active funds!

The absence of fund manager risk and lower fees are the two main reasons for choosing passive funds (index funds or ETFs). However, beyond the “normal” Sensex and Nifty passive funds, the...



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Stock Portfolio Analysis: January 2022

This article compares my stock portfolio with an equivalent investment in a Nifty index fund and the Nifty 100 Low Volatility 30 TR index. Before we begin, investors need to appreciate the context of...



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