M. Pattabiraman's Blog, page 217

These five equity hybrid funds fell 50% less than Nifty during the crash

The NIfty fell 36.85% from Feb 20th 2020 to March 23rd 2020. A look at how dynamic asset allocation funds and balanced advantage funds fared during this period. The post These five equity hybrid...

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

This is how buying US stocks will affect your portfolio

Will 10% exposure to US Equity make a difference to my portfolio? Or should I add 20%? Is it necessary to rebalance such small exposure? An analysis The post This is how buying US stocks will affect...

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

10-year SIP return of these five stock indices twice as that of Nifty!

We study 10-year SIP returns of twenty market cap-weighted and factor-weighted indices. Five factor-weighted indices have a return two times or more than that of NIfty! The post 10-year SIP return...

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

Gold beats Sensex over last 20 years! Time to invest in gold?

We compare long term lump sum and SIP returns of Stocks vs Gold vs Bonds to find that 20-year Sensex Returns are now lower than Gold (perhaps for the first time) The post Gold beats Sensex over last...

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

20-year Sensex Returns now lower than Gold (Stocks vs Gold vs Bonds)

We compare long term lump sum and SIP returns of Stocks vs Gold vs Bonds to find that 20-year Sensex Returns are now lower than Gold (perhaps for the first time) The post 20-year Sensex Returns now...

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

Lockdown Offer extended to May 3rd: Rs. 1000 off on Goal-based Portfolio Management Lecture Series

You can now join our exclusive Facebook group to access the lectures on goal-based portfolio management at a price of Rs. 1570 (39% discount or Rs. 1000 off) valid until May 3rd 2020. The videos on...

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

Motilal Oswal S&P 500 Index Fund: What return can I expect from this?

Motilal Oswal S&P 500 Index Fund is now in its NFO period. This is a deep-dive into S&P 500 returns to find out if it is beneficial for resident Indians to invest and more importantly if it...

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

Three excellent aggressive hybrid mutual fund performers

These three aggressive hybrid funds have outperformed CRISIL Hybrid 35+65 - Aggressive Index and also done well wrt Nifty 100 TRI The post Three excellent aggressive hybrid mutual fund performers...

{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: When to use and when not to!

Here is when investors should use the Sovereign Gold Bond Scheme 2020-21 and more importantly when not to! The post Sovereign Gold Bond Scheme 2020-21: When to use and when not to! appeared first on...

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

April 2020 Equity Mutual Fund Performance Screener

Screener for consistent, best-performing equity mutual funds in April 2020. You can screen on the basis of fund category & benchmark, risk and returns. Includes an Rs. 1000 off, discounted link...

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