M. Pattabiraman's Blog, page 206

ICICI Prudential US Bluechip Equity Fund Review

We review the performance of ICICI Prudential US Bluechip Equity Fund to determine if it has managed to outperform the S &P 500 TRI index in INR. We ask if it makes sense to invest in an actively...



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What are the new changes introduced in Form 26AS? Will they help?

Recently, the Income Tax Department introduced some key changes in Form 26AS. What used to be a simple tax credit statement available to every taxpayer is now a complete blueprint of your high-value...



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Why we need to invest as much as possible when our parents are independent!

Here is why we should invest both money and time as much as possible when our parents are young and able, else it may be too late to rectify. If you are under 35, that is a young earner, then this...



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What is Financial Independence Retire Early (FIRE) and what it is not

FIRE in personal finance is an acronym for “Financial Independence, Retire Early”. Stay long enough in any personal finance forum, and you would realize that there is a lot of confusion...



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Arbitrage mutual fund returns reduce due to negative spreads

Those who argue that the stock market recovery is not to be trusted can use the Nifty 50 Arbitrage Index for support. The index that tracks the price difference between “buying equities and...



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Parag Parikh Long Term Equity Fund Review

This is a performance review of Parag Parikh Long Term Equity Fund. We shall look at its portfolio history and evaluate its trailing return performance (lump sum and SIP). Announcement: A new seminar...



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Four ELSS Funds that have consistently outperformed Nifty 200

Here are four ELSS funds that have consistently outperformed the NIfty 200 Total Return Index (dividends included) in terms of both returns and risk. Announcement: A new seminar is available: How to...



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Are investors refusing to graduate beyond the basics?

Most investors wish to live in a certain “la la land” where they want a path that would lead to success. They want to hear what they want to and settle down with convenient truths. It is...



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Motilal Oswal Multi Asset Fund Review

Motilal Oswal AMC its new fund – Motilal Oswal Multi-Asset Fund – that on the face of it looks like an interesting, exciting idea (like every other NFO). Let us dig deeper to find out...



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How should senior citizens invest in 2020

As interest rates fall, the economy in doldrums, equity markets uncertain, debt funds scary and the safety of at least some banks questionable, senior citizens are faced with a difficult problem:...



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