M. Pattabiraman's Blog, page 231

Are Indian Investors ready to choose Index mutual funds or ETFs?

You may have noticed an increased interest in passive mutual funds (index funds or ETFs). Is this for real? Are Indian Investors ready to choose Index mutual funds or ETFs? Here are some facts. The...

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Should investors in dividend option of Balanced Advantage Funds Exit?

A good chunk of aum resides in the dividend options of balanced advantage funds. What should they do now that dividends are taxed as per slab? A discussion. The post Should investors in dividend...

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Do not expect returns from mutual fund SIPs! Do this instead!

It may seem surprising to realize that it is simply impossible to expect any returns from unmanaged equity investments (invest and wait in hope). Here are some practical ways for investors to...

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Mutual Fund Dividends: When and how to use them from April 2020

With mutual fund dividends being taxed as per slab rate from 1st April 2020, we discuss when and how to use them The post Mutual Fund Dividends: When and how to use them from April 2020 appeared...

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Big benefits for investors announced by SEBI in its Board Meeting!

SEBI has taken big steps to remove the conflict of interest in advisors. Thank you to all those who write to SEBI opposing key changes in their consultation paper! The post Big benefits for...

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We spotted a “Multi-beggar” stock 3 years back – You can, too!

The earnings power box method offers a simple way to spot stocks that could become anti-mutlibaggers colloquially called multi-baggers well before they fail! Here is an example. The post We spotted...

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Nippon India Small Cap Fund Review: Consistent Performer!

This is a performance review of Nippon India Small Cap Fund. We look at how it has fared against small cap benchmarks and category peers The post Nippon India Small Cap Fund Review: Consistent...

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Feb 2020 Equity Mutual Fund Performance Screener

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

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Huge difference in SIP returns from the same fund! How is it possible?

We explain how SIPs just months or even weeks apart can differ in returns significantly and what this means to the SIP investor The post Huge difference in SIP returns from the same fund! How is it...

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48% increase in expense ratio of Birla Reg Savings Fund! Time for SEBI to act?

Birla AMC has announced an increase in the expense ratio (TER) of six mutual funds. The TER of Aditya Birla Sun Life Regular Savings Fund has gone up 48%! Why it is time for SEBI to step in The post...

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