M. Pattabiraman's Blog, page 258

How have Active Equity Mutual Funds Performed: May 2019 Report

Let us find out how actively managed equity mutual funds have performed against reperesentative category benchmarks using the May 2019 Equity Mutual Fund Performance Screener. The screener compares...

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May 2019 Equity Mutual Fund Performance Screener

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

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Filing Equity LTCG in ITR2 (AY 2019-2020) is messy! Here is a way out!

From the financial year 2018-2019, long term capital gains above Rs. one lakh from stocks and equity mutual funds are taxed at the rate of 10%. The assessment year 2019-2020 is the first time when...

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Can NRIs invest in PPF in 2019?

Yes, NRIs can invest in PPF accounts that were opened when they were resident  Indians in 2019. They will get the same interest rate as everyone else. The confusion arose when the ministry of finance...

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The Kerala flood revealed old share certificates! This is how I converted them to Demat form

This time on reader story, we have an account of old share certificates revealed by the Kerala flood and how FB group Asan Ideas for Wealth admin Ashal Jauhari, helped a reader (who prefers...

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ICICI Prudential Multicap Fund Review: Can it be the only equity fund in our portfolio

If you explore the list of multicap mutual funds, something strange might catch your eye.  ICICI Prudential Multicap Fund started in October 1994 has only an AUM of about 3600 Crores. Let us find out...

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The world may run on money but passion is the fuel!

My mom had ear surgery a few months ago. The fee for the surgeon and the anaesthetist was surprisingly low! The former getting about Rs. 11,000 and the latter about Rs. 4,500. Is that low? Or is that...

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Employee stock options: Are you overexposed to individual stocks? Try this!

Do you have stock options from your employer? Then you are likely to be overexposed to individual stocks. That is the bulk of your portfolio could be from just one or two shares. This is a huge...

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Compare five fund portfolios for common stocks with new overlap tool!

The latest freefincal mutual fund portfolio overlap tool allows you to compare five mutual funds at once to check for common stocks! Since Moneycontrol had changed its layout, this tool has been...

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May 2019 Nifty 100 Momentum, Low Volatility Stock Screener

Download a momentum, low volatility stock screener for 100 stocks from the Nifty 100 (May 2019).  Changes in the top 15 stocks from March end 2019 to May 2019 are also included. The top 15 is...

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