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Category: Mutual Funds

Original analysis, reports, reviews and insights on developments in the mutual fund space and in-depth reviews

These five equity hybrid funds fell 50% less than Nifty during the crash

Published on April 20, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 5 Comments

The NIfty fell 36.85% from Feb 20th 2020 to March 23rd 2020. A look at how dynamic asset allocation funds and balanced advantage funds fared during this period.

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This is how buying US stocks will affect your portfolio

Published on April 19, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 6 Comments

Will 10% exposure to US Equity make a difference to my portfolio? Or should I add 20%? Is it necessary to rebalance such small exposure? An analysis

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Gold beats Sensex over last 20 years! Time to invest in gold?

Published on April 17, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 4 Comments

We compare long term lump sum and SIP returns of Stocks vs Gold vs Bonds to find that 20-year Sensex Returns are now lower than Gold (perhaps for the first time)

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Motilal Oswal S&P 500 Index Fund: What return can I expect from this?

Published on April 16, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 6 Comments

Motilal Oswal S&P 500 Index Fund is now in its NFO period. This is a deep-dive into S&P 500 returns to find out if it is beneficial for resident Indians to invest and more importantly if it is worth the effort.

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Three excellent aggressive hybrid mutual fund performers

Published on April 15, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 5 Comments

These three aggressive hybrid funds have outperformed CRISIL Hybrid 35+65 – Aggressive Index and also done well wrt Nifty 100 TRI

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SIP vs Lump Sum Investment: Which reacts to market changes more?

Published on April 12, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 4 Comments

We track month by month returns of a SIP and lump sum investment to determine which reacts more to market movements

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Why a SIP in Small Cap Mutual Funds is a waste of money and time

Published on April 11, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 10 Comments

Here is why a simple SIP alone in Small Cap Mutual Finds is far from rewarding in the long term and is a waste of your resources

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Ten year SIP Return of Most Equity Mfs is now less than 10%

Published on April 10, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 2 Comments

As on 9th April 2020, more than 90% of equity mutual funds now have a 10-year SIP return in single digits (before tax)!

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15-year Nifty SIP returns crash to 8% (51% reduction since 2014)

Published on April 9, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 1 Comment

A mutual fund SIP left unmanaged will fluctuate with the market no matter how long we wait patiently!

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Sensex records biggest intraday gain after 10Y but crisis is far from over

Published on April 7, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 1 Comment

The Sensex moved up the most today (7th April) after almost 11 years. However, this does not mean the crisis is over! An analysis.

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1st time investors will never buy MFs if they knew about risks vote netizens!

Published on April 5, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 6 Comments

78% of respondents in a survey felt first-time investors will never buy mutual funds if they realised how risky they are! This is the harsh reality of mutual fund selling and buying

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SBI & DSP Small Cap Funds re-open lump sum investments: Should You Invest?

Published on March 30, 2020 / By M. Pattabiraman Twitter: @pattufreefincal

DSP Small Cap Fund and SBI Small Cap Fund now to allow lump sum investments. What you need to know before you invest

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Market crash destroys two-year imbalance among Index stocks

Published on March 30, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 1 Comment

How a two-year-long inhomogeneity among market segments was blown away in five weeks when stocks crashed!

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Equity “Savings” Funds meant as short-term investments suffer huge losses

Published on March 29, 2020 / By M. Pattabiraman Twitter: @pattufreefincal

The huge losses suffered by Equity Savings mutual funds illustrate why one should avoid equity exposure for short-term goals and regular income

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Facing Market Carnage 2020: The Way Forward a ebook by Venkatesh Jayaraman

Published on March 28, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 4 Comments

In his fourth ebook, Venkatesh Jayaraman offers many insights and suggestions on how investors can tackle the stock market crash

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