M. Pattabiraman's Blog, page 228

Vodafone Idea Bond Downgrade: What should debt fund investors do?

A discussion on what affected investors should do after the Vodafone Idea bond downgrade. Affected mutual funds have started side-pocketing their exposure. The post Vodafone Idea Bond Downgrade:...

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What is a ‘side-pocket’ in mutual funds? How does it work?

A simple explanation of what is a 'side-pocket' in mutual funds, when it is created, how is it useful to investors. An easy-to-understand FAQ The post What is a ‘side-pocket’ in mutual...

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Why SEBI could kill off Fixed-Fee-Only Fin Planning & Jack Bogle’s legacy

If an individual Fixed-Fee-Only RIA engages with a client with a net worth of Rs 40 cr, then the RIA may have to live at below the official poverty line! SEBI RIA Avinash Luthria explains why SEBI's...

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Was Franklin AMC right in marking down Vodafone Idea Bonds?

Franklin AMC marked down Vodafone Idea bonds in their debt funds by 100% SEBI is said to be probing this action. Did Franklin do the right thing? Or should it have waited for the bond to default? A...

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31% Annualized Returns from a SIP in Hindustan Unilever since Sep 2002!

A SIP in Hindustan Unilever (HUL) since Sep 2002 would have generated a growth equivalent to 31.22% annualized return! Out of which 1.6% is from dividends! The post 31% Annualized Returns from a SIP...

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Ayushman Bharat Yojana – 5 lakh health Insurance: Who is eligible?

Ayushman Bharat Yojana is a government health insurance scheme for five lakh. We consider the features of the scheme and who is eligible. The post Ayushman Bharat Yojana – 5 lakh health...

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Are you aware of this restriction about super top up insurance policies?

Super top insurance covers are essential to handle large hospital bills. However, they suffer from a restriction that is not so obvious. Here is what you need to know The post Are you aware of this...

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Is SEBI trying to harm investors’ interests & destroy fee-only advisory?

In a backward step, SEBI has proposed several harmful changes to regulations governing investment advisors in a consultation paper. We discuss why these affect investors' and can kill fee-only...

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Did you know these 5 rules that apply only to ELSS Mutual Funds?

Here are five interesting rules and lesser-known facts that apply only to ELSS (tax saving) mutual funds! The post Did you know these 5 rules that apply only to ELSS Mutual Funds? appeared first on...

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Mirae Asset Tax Saver Fund vs Axis Long Term Equity Fund

Let us find out how Mirae Asset Tax Saver Fund fares against Axis Long Term Equity Fund in terms of returns and risk The post Mirae Asset Tax Saver Fund vs Axis Long Term Equity Fund appeared first...

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