M. Pattabiraman's Blog, page 200

New Course: “How to get people to pay for your skills” – Sign up for early bird discount

Dear reader, I am delighted to announce the launch of a project I have been dreaming about for the last couple of years. A new course – “How to get people to pay for your skills“....



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Here is how you can select mutual funds with lower risk & higher return

Here is a simple way to select mutual funds that have beat the category benchmark in terms of both return and risk over the last one, two, three, four and five years simultaneously! That is higher...



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Can I hold 25% of index mutual funds in my equity portfolio?

A reader asks, “can I hold 25% of index mutual funds in my portfolio?”. Superficially it might seem like a wrong thing to do. However, it depends on the index and the rest of the equity...



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Nifty200 Momentum 30 Index: A new strategy index from the NSE

The NSE has introduced a new strategy index, Nifty200 Momentum 30 index which tracks the performance of 30 stocks with high momentum score. We evaluate the performance of the index in this article....



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Sensex 30 stocks with weights September 2020

These are the 30 Sensex stocks with weights for September 2020. Sensex is the oldest stock index of India. It has the top 30 stocks by market capitalization trading in the BSE. Company Name...



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What is “covered call strategy” to be used by Parag Parikh Long Term Equity Fund

Parag Parikh Long Term Equity Fund has issued a “change in the fundamental attribute” addendum to the scheme mandate including covered call options. In this article, we explain this...



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Should investors exit multicap mutual funds after new SEBI rule?

SEBI was forced to release a press release on 14th Sep 2020 after its Sep 11th circular change in multicap fund asset allocation caused concern about fall in large caps in the coming days. SEBIs...



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What percentage of my salary should I invest each month?

A question that often worries young earners is, “What percentage of my salary should I invest each month? Is 10% okay? Or should it be 20%?” Often this is asked when a person wants a...



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HDFC Balanced Advantage Fund Review

We evaluate the performance consistency of HDFC Balanced Advantage Fund by comparing it with Nifty 100 TRI and CRISIL 65% Equity 35% Bonds hybrid index. We shall use the same metrics as used...



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How SEBI’s Multicap MF asset allocation rules will affect investors

In a circular dated Sep 11th 2020, SEBI has modified asset allocation rules for multicap mutual funds. We discuss how this rule is unnecessary and is likely to affect investors. The initial scheme...



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