M. Pattabiraman's Blog, page 209

Can we invest in Quantitative Mutual Funds (Quant Mutual Funds)?

The SEBI MF categorization rules have many loopholes. Among these, there is no limit on the number of thematic funds an AMC can offer (unlike large cap, mid cap etc). This is the reason for increased...



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How I achieved the dream of a own house & became debt-free by 36

In this edition of reader story, Kannan Hariharan describes his financial journey from humble beginnings to buying a house, becoming debt-free and starting as a goal-based DIY investor. His journey...



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Handpicked List of Mutual Funds July-Sep 2020 (PlumbLine)

This is the freefincal list of handpicked mutual funds for July-Sep 2020 (third quarter). New and old investors can use it according to their specific needs. Called “PlumbLine”, this was...



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HDFC Mid-Cap Opportunities Fund: SIP Performance Review

We compare the SIP performance of HDFC Mid-Cap Opportunities Fund with midcap indices like Nifty Midcap 50, NIftyty MIdcap 100, NIfty MIdcp 150 and Nifty Next 50 (all total return indices). Is this...



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Here is how NRIs can invest in Government of India Bonds (G-secs)

With effect from 01.04.2020, NRIs can invest in Government of India (GOI) Bonds without any ceiling limit in certain specific instruments. Here is how NRIs can invest in Government of India Bonds...



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ICICI Bluechip Fund SIP Performance Review: Time to exit?

We review the SIP performance of ICICI Bluechip Fund for various durations comparing it with NIfty 50 TRI and Nifty 100 TRI. Older mutual fund investors would appreciate how ICICI Bluechip Fun...



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What 25 Years of Tracking Expenses Taught Me

In this edition of reader story, Kaustubh Prasad shares his lessons and insights from tracking expenses for the last 25 years! About the author: Kaustubh Prasad is the Managing Director of Sudyog...



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RBI Floating Rate Savings Bonds 2020: Should you buy?

The RBI 7.75% bonds (2018) have been replaced by RBI Floating Rate Savings Bonds 2020 according to a Finance Ministry announcement. We look at its features and discuss who should buy it and when....



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New to investing? Avoiding this rookie mistake can make a big difference!

Every year, tens of thousands of people start their careers and recognise the need to manage money. Yet another tens of thousands want to correct past mistakes and get their investments in order.  A...



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Do not expect double-digit returns from Nifty Next 50 index funds!

Readers may be aware of the recent studies in which we identified only three midcap funds and only three small cap funds managed to beat the Nifty Next 50 consistently in the last few years. While...



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