M. Pattabiraman's Blog, page 247

July 2019 Momentum, Low Volatility Stock Screener

Download the July 2019 momentum, low volatility stock screener for 100 stocks from the Nifty 100.  Changes in the top 15 stocks from  May 2019 to July 2019 are also included. The top 15 is determined...

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Forget market crashes we will lose everything if this happens!

So much for financial goal planning, the right asset allocation, risk management, market timing and dreams of early retirement. Everything, everything will be lost if the event described below were...

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Equity fund of fund taxation rule changed: Can we invest in them now?

Budget 2019-20 has proposed a change in short-term capital gains tax of equity-oriented fund of funds and this has resulted in some unnecessary confusion. I was asked this question twice in the last...

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DSP Midcap Fund Review: A Top Three Performer!

This is a performance review of DSP Midcap Fund. This was started as a Small and Midcap when Blackrock was still part of DSP in Nov 2006 and was changed to a Midcap fund in March 2018. This has an...

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Pre-filling of Income-tax Returns: Good move or bad?

The finance ministry wants pre-filled income tax returns from AY 2020-201 onwards as announced in the budget yesterday. At first sight, this is appealing and convenient, but will it result in a host...

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CPSE ETFs with Tax Saving benefit Introduced in Budget 2019-2020

The finance minister in her budget speech said: “ETFs have proved to be an important investment opportunity for retail investors and has turned out to be a good instrument for Government of...

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Tax incentive for affordable housing (Section 80EE)

A new section under 80EE of the IT act has been inserted in the Union Budget 2019-2020 to provide an impetus to affordable housing.  An additional tax deduction of Rs. 1.5L has been provided on home...

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My Handpicked Mutual Funds July 2019 (PlumbLine)

PlumbLine is my list of handpicked mutual funds. This was started in Sep 2017 for beginners to accompany the freefincal robo advisory template. This is the July 2019 edition (3rd quarter). I have...

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SEBI’s New Liquid Fund Rules Explained: Lower Returns and Risk!

On June 27th 2019, the SEBI board approved several proposals to manage risk and liquidity in liquid mutual funds. Over a period of time, it will lower risk and therefore returns in this space. Here...

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L&T Emerging Businesses Fund Review: Good performance but too quick AUM growth?

This is a performance review of L&T Emerging Businesses Fund a small cap fund. We compare how it has fared against its benchmark and peers. Launched in May 2014, this will invest in...

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