M. Pattabiraman's Blog, page 201

Should I book profits from MO NASDAQ 100 ETF or FOF?

Even an occasional market observer would know that the NASDAQ 100 index has zoomed past the S&P 500 after the March 2020 market crash. Has it begun to correct now? I received this question a...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Mirae Asset Equity Allocator Fund of Fund Review: Anything Special?

Mirae Asset Equity Allocator Fund of Fund is an open-ended fund of fund scheme predominantly investing in units of domestic large cap and mid cap equity ETFs (95% or more) thereby making it an...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Equity Mutual Fund Performance Screener September 2020

The freefincal Equity Mutual Fund Performance Screener (September 2020) is now available. Inside, you also get an Rs. 1000 off, discounted link to the lectures on goal-based portfolio management....



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

PPF or ELSS Mutual Funds: Which would give me more returns?

When a young earner enters the taxable income slab for the first time, their immediate concern is to save tax. A common question that then arises is, “should I invest in PPF or ELSS mutual...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

PGIM India Global Equity Opportunities Fund Review: Should You Invest?

This is a review of PGIM India Global Equity Opportunities Fund. A trailing one year return of 64% (as on Sep 3rd 2020) has been hard to ignore for many readers and I have received several requests...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Axis Global Equity Alpha Fund of Fund Review: Should You Invest?

Axis Global Equity Alpha Fund of Fund is a new offering from Axis AMC. It will invest in Schroder International Selection Fund Global Equity Alpha, a large cap oriented global equity fund. We discuss...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Is it time to book profits from Small Cap Mutual Funds?

After the market crash in March 2020, SBI Small Cap and DSP Small Cap funds opened for lump sum purchase. Now SBI Small Cap Fund has announced that it will not accept lump sum investments from Sep...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Should I stop buying dividend stocks since dividends are now taxable?

As per Finance Bill FY 2020-2021, a person who receives dividend income from stocks and mutual funds must add it to total income and pay tax as per slab. Does this mean investors should stop buying...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

How should I invest to get Rs. one lakh a month pension?

This is a question posed by 35-year-old Prakash: “I would like to get Rs. one lakh a month pension when I retire. How should I invest to achieve this?” A pension after retirement is a...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

PPF Interest Rate History 1968 to Present

This is a table of PPF interest rates from 1968 to the present. The current PPF Interest Rate (April to Sep 2020) is 7.10%. PPF Interest Rate History 1968 to Present Period PPF Interest Rate...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}