M. Pattabiraman's Blog, page 308

Freefincal Q/A 2: Lopsided asset allocation and rebalancing frequency

Each week I try and answer generic questions on personal finance. Here is part two of this week's edition. You can use the form below to ask your questions. Alim: I understand that debt funds/bonds...

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

Freefincal Q/A 1: I wish to invest. Where do I Start?

Each week I try and answer generic questions on personal finance. Here is part one of this week's edition. You can use the form below to ask your questions. Shrirang: Sir, I have my home loan...

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

Is my liquid mutual fund safe?!

The incredulous 7% fall in the NAV of Taurus Liquid Fund due to a credit rating downgrade has many worried.  Can investors avoid such funds? Is this a "small amc" problem? Is this a small aum...

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

Taurus Debt Mutual Funds Crash Due to Ballarpur Bond Downgrade

Here we go again! Yet another AMC has been caught on the wrong foot with one of its bonds downgraded in value. This time it is Taurus Mutual Fund which held at least 65 crores of Ballarpur short-term...

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

What is the alternative to DSP BlackRock Micro Cap?

The great tragedy in the mutual fund space is the temporary closure of DSP BlackRock Micro Cap Fund. So what is the alternative to DSP Microcap? Some common sense perhaps? Maybe asset allocation? No,...

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

How Floating Rate Debt Mutual Funds Reduce Interest Rate Risk

There are two main risks associated with a debt mutual fund: capital losses due to (1) an increase in interest rates since old bonds are not as valuables as new bonds that offer higher rates; (2) an...

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

Understanding Debt Mutual Fund Categories and why it is so hard to choose a debt fund!

Investors who wish to give debt mutual funds a try often find that they are more difficult to understand than equity mutual funds

Do’s and Don’ts of Debt Mutual Fund Investing

Here are some simple steps to avoid mess-ups when it comes to investing in debt mutual funds. Freefincal has 30+ posts on debt mutual funds. It is high-time that I compiled them into an e-book. I...

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

Freefincal Q/A: “I am feeling dejected that i am unable to invest required amount for my Retirement”

Each week I try to answer generic questions from readers. Here is this weeks edition. You can use the form below to ask your questions. Before we look at the features of the sheet, two quick...

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

Nifty Valuation Analysis with PE, PB, Div Yield, ROE, EPS of 21 NSE Indices

Use this Excel sheet to automatically determine the valuation of 21 NSE indices with long-term averages of PE, PB and Div Yield ratios along with ROE and rolling one-year EPS growth rate and dual...

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