M. Pattabiraman's Blog, page 266

DSP Nifty 50 Index Fund & DSP Nifty Next 50 Index Fund: Avoid & Watch

There is no need for investors to consider the two new index from DSP: DSP Nifty 50 Index Fund & DSP Nifty Next 50 Index Fund as there are good existing options. Amusingly, in its promotional...

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Financial Advisers need not be competent because most investors are not worth it!

I argue why there is no need for financial advisors to be competent because most investors are not worth it and the ones who are worth it do not need advisors! A few years ago, I was engaged in a...

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An investor’s mid-life crisis: the dilemma of delayed financial gyan

Many 35-40+ investors face a crisis: they realise need for equity in the portfolio but have a huge fixed income corpus. In this guest post, Ananth, a member of FB group, Asan Ideas for Wealth...

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Franklin India Smaller Companies Fund Review: Performance with low volatility

This is a performance review of Franklin India Smaller Companies Fund. They launched the fund as a closed -ended fund mid and small cap fund in Jan 2006 and became open-ended from April 2011. From...

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Gilt mutual funds eliminate credit risk but investors need to be careful

Gilt mutual funds are those that predominantly invest in government bonds (gilts).For a citizen, such bonds carry no credit risk, that is the risk of perceived or actual delay or default in interest...

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These five index funds beat their indices! Why you should avoid them!

Here are five index funds based on Sensex and the Nifty that have beat their indices in the last year! Therefore, investors should avoid such funds! Since an index fund has expenses associated with...

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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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