M. Pattabiraman's Blog, page 208

Stocks with momentum and low volatility for September 2020

Stocks with momentum and low volatility for September 2020 are listed in this stock screener for 100 stocks from the Nifty 100. This month 19 stocks quality (two new entrants) after filtering Nifty...



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

Should I use the best performing mutual fund to rebalance my portfolio?

Portfolio folio rebalancing is like a “system reset”. It is used to remove money from a well-performing asset class (eg equity) and move it to another asset class (eg. fixed income). ...



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

Are you waiting for the market to fall? It can be an expensive mistake!

Are you delaying your investments waiting for the market to fall again? Here is why waiting for the suitable time to invest in the market can an expensive and irreversible mistake. When the Nifty...



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

These 10 mutual funds gain more than 75% after the market crash

It seems incredulous to think that the Nifty was 12,174 on 13th Feb and fell 37.5% over the next 39 days to 7610 on March 23rd. Then over the next 158 days, it gained 53% to close at 11647 on Aug...



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

What mutual funds should I choose if my risk appetite is moderate?

“My goal is long-term. If my risk appetite is moderate, what kind of mutual funds should I choose?”. This is a common question asked in personal finance forums. We discuss what investors...



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

Sovereign Gold Bond Scheme 2020-21 (Series VI): Should you buy?

The sixth tranche of Sovereign Gold Bonds 2020-21 (Series VI) will be available for sale from Aug 31st-Sep 4th, 2020. The issue price of the Bond per gram during the subscription period will be Rs....



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

Why gilt MFs fell more than 1% last week? Will this impact the stock market?

In the past week,  gilt mutual funds fell between 1-2%. Dynamic bond funds fell 0.8% to 1%, Banking and PSU funds, corporate bond funds and all categories of debt funds holding medium to long term...



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

Did You Know 10 year SIP return of Merval Index is 36%

The S&P MERVAL index has registered some astounding returns. Its 10-year SIP return is 36.68% (yes, that is annualized!) a 15-year SIP return of 30.25% and a 5-year SIP return of 30.06%. If you...



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

Instead of a mutual fund SIP can I invest on my own each month?

Let us consider this question asked by a reader: “Instead of starting a mutual fund SIP, can I invest small amounts on my own each month?” The answer might seem trivial to old investors,...



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

Franklin India Feeder – Franklin U.S. Opportunities Fund Review

This is a performance review of Franklin India Feeder – Franklin U.S. Opportunities Fund. This is an open-ended fund of fund scheme that invests a minimum 95% of its assets in the Franklin U.S....



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