M. Pattabiraman's Blog, page 66
March 26, 2024
Active Mutual Funds Outperformance Consistency Report (March 2024)
This article presents an outperformance consistency report of active mutual funds. This analysis was done for a SEBI-sponsored talk given to Tamil Nadu Investors Association Members on March 24th, 2024. Disclaimer: Fund performance reports present return and risk analysis of a fund with representative benchmarks and not investment recommendations. It must be expressly understood that the data...
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March 25, 2024
Handpicked List of Mutual Funds Apr-Jun 2024 (PlumbLine)
These are the freefincal handpicked list of mutual funds for Jan-Mar 2024. New and old investors can use it according to their specific needs. The list is called “PlumbLine” and has been published since September 2017 for beginners to accompany the freefincal robo advisor tool. Most important! Plumbline is a mix of my opinions +...
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March 24, 2024
My Stock Portfolio Analysis: Mar 2024
This article compares my stock portfolio with an equivalent investment in a Nifty index fund and the Nifty 100 Low Volatility 30 TR index. We post this comparison each month. Before we begin, new readers need to appreciate the context of these investments. I started direct equity investing only after achieving a comfortable level of...
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March 23, 2024
Why portfolio rebalancing is important for investment success
If diversification is about ‘not keeping all eggs in the same basket‘, rebalancing recognises that ‘what goes up, will come down‘. Let us revisit the topic of portfolio rebalancing and discuss what it is, why to do it, and simple ways to do it. What is portfolio rebalancing? Rebalancing is redeeming from one asset class...
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March 22, 2024
A tactical entry and exit strategy for small cap Mutual Funds – Part 2
We discuss a tactical entry and exit strategy for small cap mutual funds. This is the second such article. In the first part, we discussed a strategy based on the ratio of the small cap index to Nifty 50. This had a lower risk than a systematic investment in a small cap instrument and a...
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March 21, 2024
Debt and hybrid mutual fund screener (Mar 2024) for selection, tracking, learning
This is a debt mutual fund screener for portfolio selection, tracking, and learning. It also includes hybrid funds that invest in bonds. It will satisfy investors who wish to invest in money market funds, banking PSU funds, etc. The credit quality of the bonds in the portfolio and the bond maturity profile can be tracked....
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March 20, 2024
How to reduce the risk of investing in a small cap mutual fund
In this article, we discuss a simple tactical entry and exit strategy for small cap mutual funds based on how expensive they are compared to the Nifty 50. The aim is to reduce the risk of investing in a small cap mutual fund. Before we proceed, several warnings, disclaimers and caveats should be disclosed. Unless...
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March 19, 2024
What are the risks with index investing?
A reader says, “Dear Sir, you have convinced us with clear data that most active funds cannot beat the index and that index funds are the way to eliminate high fees and fund manager risk. However, does this mean index investing is risk-free? Are there any risks with index investing? Kindly elaborate with an article”....
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March 18, 2024
Can I switch back to the old tax regime if I wish to buy a house in future?
A reader says, “Thank you for the fantastic new tax regime vs old tax regime calculator for FY 2023-2024 (AY 2024-2025). It is really easy and useful. Currently, the new regime is beneficial for me. Can I switch back to the old tax regime if I wish to buy a house in future?” The old tax...
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March 17, 2024
Index fund tracking error screener Mar 2024
This index fund screener is based on tracking error and returns difference wrt benchmarks (aka tracking difference). The screener will help users evaluate how efficiently an index fund has tracked its underlying benchmark. It will also help to understand how tracking a midcap index or the Nifty 100, 500 differs from tracking the Sensex or...
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