M. Pattabiraman's Blog, page 213

Nifty 50 stocks with weights for June 2020

Nifty 50 stocks with index weightage and market capitalization is tabulated for June 2020. These 50 out of the 1600 companies traded on the NSErepresenting 65% its float-adjusted market...



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Do index fund returns depend upon just a few stocks (Concentration risk)?

Take the NIfty 50 index. It has 50 stocks and that sounds like a lot, but just ten of then make 62.7% of the total weight.  In the case of the Sensex, it is 71.11%. Even in the case of the S&P...



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Should I pay more tax if my fund’s equity holdings drop below 65%?

“I checked the monthly fact sheet of my equity mutual fund and found that the equity allocation was less than 65% of domestic equity shares. Does this it will be classified as a debt mutual...



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Is this market rally bad for equity mutual funds (active/passive)?

Readers may recall that the Nifty/Sensex moved up since Feb 2018 (until the crash this year) while the rest of the market moved down. We had reported that this market imbalance/inhomogeneity lead to...



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Should I pay a financial planner who only recommends index funds?

A natural, emerging question among investors looking for professional help from a SEBI registered fee-only advisor is, “If the financial planner only recommends index funds, why should I engage...



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Here is how Franklin Segregated Portfolio (Vodafone) payout will be taxed

Franklin Templeton AMC has received 1252.44 crores from Vodafone Idea towards full principal and interest dues for the period June 12 to July 9, 2020. The AMC will now close the segregated portfolios...



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Should I rebalance between Nifty and Nifty Next 50 systematically?

Investors can create a simple, minimalistic two-fund equity mutual portfolio by investing in a Nifty index fund and a Nifty Next 50 index fund. While one should rebalance between asset classes, for...



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List of international mutual funds in India 2020 (with classification)

This is a listing and classification of international mutual funds available in India as on July 2020 classified by their investment mandate to serve as a ready reckoner for investors attempting to...



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50% discount on tactical buying and selling tool ends July 15th!

Readers may be aware a new market timing tool was released last month at an introductory price of Rs. 500. From July 15th it will be priced at Rs. 1000.  This tool computes moving averages for equity...



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DSP Midcap Fund: SIP Performance Review

We evaluate the SIP performance of DSP Midcap Fund with multiple benchmarks.  The fund may not be popular on personal finance forums but it has the second-largest AUM in the midcap fund category with...



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