M. Pattabiraman's Blog, page 319

Five Napkin Drawings About Money, Risk and Behaviour

A napkin drawing is a rough sketch drawn to effectively communicate an idea. It is called a napkin drawing or a back-of-the-envelope sketch because it can be done anywhere. Carl Richard's napkin...

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

Each month, I publishequity mutual fund lump sum and SIP returns; upside capture, downside capture and capture ratiosover 1,2,3,4,5,6,7,8,9 year periods determined up to Jan 5th 2017. This can be...

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Beware of Mutual Funds That Offer Instant Redemption!

In the recent past, three mutual funds houses (Reliance, DSP Black Rock and SBI) have launched a facility in which it buys back units from its investors and instantly credits the equivalent value...

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How To Apply Online For a MF Utility Account

In this guest post, Anish Mohan presents a step-by-step guide to applying online for an MF Utility account. MF Utility is the transaction aggregation portal run jointly by a consortium of 26 mutual...

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What To Look For When Buying A Debt Mutual Fund

In the second part of the introductory series on debt mutual funds, a non-technical discussion ofthe aspects to considerbefore buying units of a debt mutual fund.You will be surprised as to how...

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Install FU Money Android App + freefincal plans for 2017

Last week I had published FU Money Calculator. This is android app version which you can download for free at the Google Play Store. Also, I discuss freefincal plans in 2017. FU Money is internet...

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January 2017: Equity Mutual Fund Outperformance Screener

Use this January 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 Jan 5th 2017. Includes a...

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What is a Debt Mutual Fund?

In this post, I discuss the basic ideas necessary for a beginner interested in debt mutual funds to get started. I shall keep it short, sticking to the essentials. Many of you may know that I have a...

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Direct Mutual Fund vs. Regular Mutual Fund: 2017 Performance Report

Jan 1st, 2017, marked the fourth anniversary of direct mutual funds plans. These are mutual funds you can buy without any commission, directly from the AMC, its aggregation portal MF Utility or one...

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Home Loan Transfer Calculator: Check Benefits of Switching from Base Rate To MCLR

Use this calculator to check the benefits (if any) associated with switching your home loan. Either from one bank to another or from base rate toMCLR (Marginal Cost of Funds based Lending Rate)....

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