M. Pattabiraman's Blog, page 277

Should I Make More Money or Spend Less?

If you had to choose between making more money and spending less, what would you choose? “Wait a minute, why should I choose?”, you ask? Good question! Let us find out if you have to make...

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How to Quickly Decide: Should I stay invested or exit my mutual fund?

Resolve is a series of steps on investing and portfolio management.  In the first step, we considered how to quickly select equity mutual funds and build a diversified (equity) portfolio. As a second...

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Mutual Fund Mergers: how to track investments, calculate returns and pay capital gains tax post-merger

After the SEBI mutual fund categorization rules came into force, fund houses were forced to merge many schemes. In this post, I discuss common investor questions and problems regarding the merger...

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How to quickly select equity mutual funds and build a diversified portfolio (resolve step 1)

As readers may be aware Re-assemble is series on the basic of money management aimed at beginners and young earners. Since it now pretty much complete with a compiled free e-book released, I think it...

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List of mutual fund benchmarks (2018) with funds sorted by benchmark

With the SEBI mutual fund classification complete, here is an updated list of all mutual fund benchmarks. Thanks to Gaurav for suggesting this on Twitter. I had compiled this list for equity funds in...

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Testing Five Stock Portfolios from June 2018

From June 2018, I have started testing five stock portfolios based on NSE indices. Three of them are based on smart beta (active + passive) indices and two on a passive index.  The main aim is to...

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Are mutual funds safe? Can mutual funds run away with our money or become bankrupt?

Are mutual funds safe? Can mutual fund run away with our money or become bankrupt? This should not be dismissed as a newbie question. It is one of the first and most important considerations before...

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What we can learn from Petrol, Diesel historical price inflation data

As oil prices rise once again, let us discuss what we can learn from historical petrol, diesel prices in India and the associated inflation. Petrol or Diesel prices in India is a touchy subject....

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Income Tax efiling Guides for AY 2018-2019 (FY 2017-2018)

I have updated the two guest posts written by CK Aparna that explain how to e-file income tax returns using ITR1, ITR2, ITR3, ITR5 for AY 2018-2019. Do consider sharing it with assessees who are...

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How to quickly spot undervalued stocks

Readers who have kept tabs with my posts on stocks and stock analysis tools may be aware that I focus on stock selection and don’t beat around the bush with fancy quotes.  In keeping with that...

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