M. Pattabiraman's Blog, page 196

Can we use tax-free gains from arbitrage MFs for short-term needs?

Arbitrage mutual funds invest a predominant part of their portfolio in derivative and arbitrage instruments associated with the stock and bond markets. Aside from unnatural events (see below), their...



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Nifty vs Sensex: Which should I choose for passive investing?

A common question investors have is, “should I use the Nifty or the Sensex for passive investing?” In this article, we report the return difference between the Sensex and Nifty for...



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Active mutual funds struggle to beat Nifty 50 for last seven years!

We present the result of SIP returns comparison: Nifty 50 vs active mutual funds (large cap, large and mid cap, mid cap, small cap and multi-cap) over the last fifteen years. The dramatic drop in...



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What return can I expect from a Nifty 50 SIP over the next 10 years?

“What return can I expect from a Nifty 50 SIP over the next 10 years?” This is a typical newbie question. We have pointed out that no one can or no one should expect returns from mutual...



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Equity Mutual Fund Performance Screener October 2020

The freefincal Equity Mutual Fund Performance Screener (October 2020) is now available. Use it to screen for consistently performing equity mutual funds. You can screen based on fund category &...



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These six stocks have dominated the Nifty 50 in the last ten years

In this article, we present results from an analysis of the NIfty 50 portfolio over the last ten years. We find that the weight of the top five stock is currently the highest and six stocks dominate...



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7.16% interest rate GOI 2050 bonds on sale 13-14th Oct 2020

Govt of India (GOI) has announced the sale (Re-issue) of 7.16% Government bonds maturing in 2050. Approximately Rs. 400 crores of these can be bid by retail investors via the NSEgoBid platform on...



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Can I avoid Nifty and invest 50% in Nifty Next 50 index and 50% debt?

A combination of Nifty (N50) and Nifty Next 50 (NN50) index funds is enough for investors to create a well-diversified equity portfolio – large cap heavy (more of Nifty) or a midcap-heavy...



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Passive income examples that work in more ways than one!

Here are some examples of passive income that work in more ways than one. Many people have wrong ideas about what passive income is, how to aim for it and achieve it. Tell people the truth about the...



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Edelweiss Balanced Advantage Fund Review

This is a review of Edelweiss Balanced Advantage Fund, an open-ended dynamic asset allocation fund. In its 12th year, the fund has an AUM of Rs. 1496 crores. It varies its equity exposure between...



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