M. Pattabiraman's Blog, page 309

Download Nifty Historical Data: Price, Total Returns, PE, PB and Div Yield

Pranav Date, who played a key role in the development of monthly returns, consistency and capture ratios, has now developed a fantastic one stop shop solution for downloading Nifty historical data:...

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

Automated Stock Analysis with MoneyControl Financials

Use this Excel sheet to automatically download stock financial data from Moneycontrol for analysis. This sheet was prepared many months ago, but I did not come around to complete it. Regular readers...

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

The NIFTY 100 Equal Weight Index As a Mutual Fund Benchmark

Most stock market indices widely used in India are what are known as market capitalization weighted indices. That is, higher the total market value of a stock, higher its presence (weight) in the...

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

Mutual Fund Review: UTI Opportunities Fund

UTI Opportunities Fund is a fund with a large-cap tilt that can pick stocks from the BSE 100 universe. Launched in Jul 2005, it has recently hit a rough patch and a fund manager change. A look at its...

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

What is the guarantee that MF will always give positive returns and beat inflation 10 years or above?

Each week I try and answer generic questions from readers. Here is this weeks edition. If you have a question, you can use the form below and I will address it next week (if I can). Abhi: Hello Mr....

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

How I transferred my home loan from LICHFL to SBI and saved 12 Lakhs!

In this edition of "reader story", Ravi Kiran describes his experience of procuring a home loan from LIC Housing Finance (LICHFL) and then transferring it to SBI, thereby saving over Rs. 12 Lakh in...

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

Feb 2017: Equity Mutual Fund SIP, Lump sum returns (1-9Y) & capture ratios

Each month, I publish equity mutual fund lump sum and SIP returns; upside capture, downside capture and capture ratios over 1,2,3,4,5,6,7,8,9 year periods determined up to Feb 3rd 2017. This can be...

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

CEO MF Utilities: “There is no plan to sell MF Utilities”

V Ramesh, MD and CEO of MF Utilities (MFU) has allowed me to quote him that "there are no plans to sell MF Utility". This puts to rest (at least for now) the speculation on this matter. On Aug 13th...

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

February 2017: Equity Mutual Fund Outperformance Screener

Use this February 2017 screener datasheet to choose mutual funds that have consistently outperformed a benchmark* over every possible 3,5,7 year periods from April 3rd 2006 to Feb 3rd 2017. Includes...

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

Freefincal Q & A: Franklin Prima Fund vs Franklin Smaller Companies Fund

I continue answering questions from readers. You can use the form below to post your question. I will take it up next week. Recent Market Volatility Zalak Shah: Hello sir, in past 2 years there has...

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