M. Pattabiraman's Blog, page 211

Do not use SIPs for Small Cap Mutual Funds: Try this instead!

A tactical entry and exit strategy for small cap mutual funds is discussed in this article. The impact of the strategy on the worst-performing small cap fund is promising enough to emerge as a better...



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Post-lockdown govt debt may be set back by 17 years!

India’s “debt to GDP ratio” increased by 3.5% from March 2019 to March 2020. In this article,  we discuss concerns over how the lockdown could push govt debt higher and enumerate...



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Have you started multiple SIPs for small amounts? Correct this mistake now!

Are you a young earner, who has just started investing in mutual funds? Have you started multiple SIPs (3,4,5 …) in mutual funds from the same category or type? Here is why this is a mistake...



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Can we get better returns by timing entry & exit from gilt mutual funds?

Gilt mutual funds can be tricky to understand. Those who assume they have invested in “safe” govt bonds would be shocked to see how much their prices (NAV) fluctuates daily and can even...



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When should I rebalance my portfolio?

We discuss the basics of portfolio rebalancing: why do it, how to do it and when to do it, to address some of the common questions that investors have. What does it mean to rebalance a portfolio? On...



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Bank Perpetual Bonds: What you need to know before buying

Several banks offer high-yielding perpetual bonds. In this article, we discuss the basics of a perpetual bond and what investors need to know before buying them. What are perpetual bonds? In simple...



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Momentum, Low Volatility Stocks for June 2020

This is the June 2020 momentum, low volatility stock screener for 100 stocks from the Nifty 100. Inside, you also get an Rs. 1000 off, discounted link to the lectures on goal-based portfolio...



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Which Nifty Next 50 index fund has the lowest tracking error?

A look at the six available Nifty Next 50 (NN50) index funds to determine which has the lowest tracking error. Only two NN50 index funds have a history greater than seven years – the ones from ...



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How to select an index fund (do you really need one?)

In this article, a set of simple steps for selecting an index fund is outlined for those who need one. Some frequently asked questions on Index funds and ETFs are also discussed. Let us first tackle...



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Can we invest via SIP in gilt mutual funds for the long term?

The titular question was posed by a reader a few days ago. Naturally, the AMC would allow a SIP from any MF, but does it make sense to start one in a gilt mutual fund that invests in long-term govt...



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