M. Pattabiraman's Blog, page 314

Debt Mutual Funds: Credit Risk and Interest Rate Risk Can Co-exist!

I would like to discuss the dangers of investing in debt mutual funds without understanding risks in the next few posts. There are two problems associated with putting all eggs in one basket and we...

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Correlating Mutual Fund Returns with Downside Protection and Upside Performance

When it comes to an actively managed market linkedinstrument, the ideas of downside protection and upside performance are easy enough to understand and expect. In particular, with respect to active...

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Active vs Passive Investing: Mid Cap Equity Mutual Funds

Last week I had posted a comparison of large cap funds with few relevant indices. This time let us do the same with mid-cap funds - compare SIP and Lump Sum returns over the last 1,2,3,4,5,6,7,8,9...

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Starting To Go Cashless Is No Different Than Starting Equity Investing

An exposure to equity is not necessary to beat inflation or finance our future if we know how to account for inflation by other means. It is merely a choice. Many of us did not have any equity...

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Cyclone Vardah: last December water; This December cables!

A discussion on the disruption of daily life and the ecosystem due to the cyclone Vardah and how it compared with last years Chennai floods. Last December Chennai was flooded due to a freak weather...

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Nifty 200 DMA: Buying High vs Buying Low

The corpus obtained when buying “low” or when the Nifty is below its 200 day moving average (dma) is compared with the corpus from buying “high” (nifty above 200dma). Apologies for yet another post...

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Buying “low” with “active” cash vs buying systematically: still a surprise!

The previous two studies on buying “low” vs. buying “systematically” pointed to the surprising regularity with which systematic investing does better (or at least as well as – good enough). In...

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Systematic Investing in Gold – a few charts

Here are few charts based on a systematic investment in gold. I did this primarily to satisfy my curiosity after a similar study with S & P 500 and Nifty:Buying "low" vs Buying "systematically:...

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Active vs Passive Investing: Large Cap Equity Mutual Funds

Here is a comparison of SIP and lump sum returns of active and passive large-capequity funds over the last 1,2,3,4,5,6,7,8,9 years. I shall follow this up with other categories - mid-cap, small-cap...

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Six Interesting Facts about ELSS Mutual Funds

Equity Linked Savings Scheme (ELSS) refers to a class of mutual funds in which an investment up to Rs. 1.5 Lakh a financial yearcan be used for reducing our taxable income. Here are some lesser...

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