M. Pattabiraman's Blog, page 260

Combine Nifty & Nifty Next 50 funds to create large, mid cap index portfolios

Here is how you can combine NIfty 50 (Nifty or N50) and Nifty Next 50 (NN50) index funds to create large and mid cap index portfolios. Since both N50 and NN50 index funds have been around for many...

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Profit Booking from Small Cap Mutual Funds: Does it work?

It is well known that small cap stocks and therefore small cap mutual funds are high-risk instruments with potential high return. The small cap investor may feel like riding a roller coaster on Red...

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SBI Small Cap Fund Review: A solid performer in the small cap segment

A review of  SBI Small Cap Fund previously called SBI Small & Midcap fund. The small cap mutual fund space is an adrenalin filled rough ride not suited for many. Spectacular returns in a short...

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Has zero percent income tax slab increased to 5 lakh or not?

What is the zero percent income tax slab now? Is it 2.5L or is it 5 lakh? Is the government right to claim the zero percent income tax slab has now increased to 5 lakh? There has been resentment and...

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Revised Tax Rebate Under Section 87A (FY 2019-2020) Explained

The interim budget announced on 1st Feb 2019 has proposed a change in the tax rebate under section 87A. Here is how it will work.  Revised Tax Rebate Under Section 87A (FY 2019-2020) If you are...

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House property capital gains exemption with two new house properties

The government announced in the interim budget on 1st Feb 2019 that house property capital gains exemption under section 54 of the income tax act can be claimed by the purchase of two new house...

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Myth Busted: SIPs do not reduce risk or enhance returns!

One of the most popular beliefs about a mutual fund SIP is that it reduces risk because the buying price is “averaged”. Many also believe a SIP helps achieve higher returns. We show that...

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Has it become impossible to choose debt mutual funds for the short term?

Imagine that you are a risk-averse investor and wanted to “park” some money for a few days, and desired to earn a bit more than a savings bank account, an overnight mutual fund is a...

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Financial planning tips for NRIs who are unsure about returning to India

A typical NRI with no set return date to India has a unique financial planning dilemma. Should I plan to stay put or for return? Do I invest in NRE FDs paying 7% or global equities expected to...

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Franklin India Prima Fund Review: the 25 year old performer!

This is a review of Franklin India Prima Fund: a 25-year-old fund that invests predominantly in mid cap stocks with a mix of value and growth style. Started on Dec 1st 1993, the fund has performed...

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