M. Pattabiraman's Blog, page 264

You can now subscribe to ad-free freefincal articles!

Many readers have suggested that I introduce a paid, but ad-free way to read freefincal articles. So here it is! No one likes ads and some of my oldest readers will tell you that the site was ad-free...

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Pure Fee-only Advisors are Growing in Number! Your support is the reason!

On Dec 9th, 2018, Fee-Only India, a community of SEBI registered pure fee-only advisors met in Bangalore (pictures below). As patrons of fee-only financial planning,  they invited Ashal and me. This...

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

NPS has EEE (tax free) Status! Here is why you should still not invest

The union cabinet today has cleared five changes to the national pension scheme (NPS). The most important of which is that the NPS now has EEE status and the corpus that you can withdraw is tax-free....

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

HDFC Hybrid Equity Fund (HDFC Balanced): Performance Review

This is a performance review of HDFC Hybrid Equity Fund and its old avatar HDFC Balanced. As we did last week with ICICI Prudential Equity & Debt Fund (ICICI Balanced), we shall use Nifty 100 TRI...

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Want to use the same mutual funds for all your financial goals? Here is how to do it

“Should I use the same mutual funds for all my goals, or should I have separate funds?” is a question that investors often ask. The answer you can either go with the same funds for all...

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Spotting market trends with Bollinger Bands

As announced earlier, I will be publishing market analysis using long-term technical indicators from the time to time. In the Oct. 2018 edition, we discussed if we are in a bear market. Have things...

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Want to time the market? Then do it right! Buying on dips is not timing!

Are you interested in timing the market? Then here is how you can do it right. Please do not assume that buying on dips is market timing. It is delusional. In June 2018 I started a market timing aka...

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Which are the most popular direct plan mutual funds?

Ever wondered which are the most popular direct plan mutual funds? This is a list of the largest (AUM wise) equity and debt direct plan funds. The data is sourced from AMFI and is as on Sep 2018. The...

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

ICICI Prudential Equity & Debt Fund (ICICI Balanced) Performance Review

This is a performance review of ICICI Prudential Equity & Debt Fund (previously called ICICI Balanced) and a comparison with ICICI Prudential Balanced Advantage Fund. Let us find out how these...

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Why Value Research is wrong to offer one star to Principal Nifty 100 Equal Weight Fund

Principal Nifty 100 Equal Weight Fund has a one-star rating by Value Research (as on 1st Dec 2018 8:44 am). This is completely wrong and yet again shows how flawed mutual fund star ratings are. Allow...

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}