M. Pattabiraman's Blog, page 248

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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DHFL Crisis: Did UTI Mutual Fund act in the interest of investors?

The way UTI Mutual fund handled the DHFL crisis leaves a lot to be desired to say the least highlighting the need for tighter rules on what an AMC should do in the case of a bond default.  In early...

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How much gold in my portfolio will protect against a market crash?

Each time gold prices start to move up, there is talk about how “gold is a hedge”, “gold is a safe haven”, about how every investor should have a small exposure to it, 5-10%....

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Is it unhealthy to buy mutual funds from an investment platform?

In the last ten years, online mutual fund investing has been a gamechanger for both the investor and the industry. I think it is time to stop and ask is it unhealthy to buy mutual funds from an...

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June 2019 Equity Mutual Fund Performance Screener

The freefincal Equity Mutual Fund Performance Screener (June 2019) is available for download. Use this screener file to easily find best-performing equity funds among 300 equity funds that have...

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SBI Magnum Constant Maturity Fund: A Debt Fund With Low Credit Risk for long term goals!

SBI Magnum Constant Maturity Fund can be considered for the debt part of the portfolio to be used for long term goals nearly free of credit risk (as per current scheme rules). The fund will invest at...

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Download a Health Insurance Policy Comparison Spreadsheet

This is a health insurance policy comparison spreadsheet prepared by  K R Lakshminarayanan for his personal use. He has kindly come forward to share it with all of us. Use it as a base for comparing...

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