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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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Should you opt for RBI’s EMI moratorium & defer loans by 3 months

Published on March 27, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 17 Comments

A FAQ of the EMI moratorium announced by RBI on 27th March 2020. Should you opt for this?

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List of equity funds that fell the most and least this market crash

Published on March 27, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 6 Comments

Here is how equity mutual funds from different categories performed during this market crash

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Income Tax relief measures announced due to nation-wide lock-down

Published on March 26, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 6 Comments

Here is a list of income tax relief measured announced by the finance ministry

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Will hybrid funds help during a market crash? Nifty vs 65% Nifty+35% bonds

Published on March 26, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 1 Comment

Would an aggressive hybrid fund (aka balanced funds) fare better during a market crash than the NIfty? Do you have the right expectations from aggressive hybrid funds?

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Can I invest surplus cash in equity or rebalance my portfolio now or wait?

Published on March 25, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 5 Comments

What you need to consider before rebalancing your portfolio or investing extra cash into the stock market now

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Worried about market crash? Use emotions to understand cost of pulling out

Published on March 24, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 5 Comments

Here is how you can get through a stock market crash using emotions and not just logic

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After biggest intraday fall: 10-year Nifty SIP Return is 2.3%, 14-year SIP Return is 5%

Published on March 23, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 2 Comments

Here is how ten and fourteen-year SIPs in Nifty have fared during this market crash

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Why arbitrage funds become more volatile when market uncertainty increases

Published on March 23, 2020 / By M. Pattabiraman Twitter: @pattufreefincal

Here is why arbitrage mutual funds become volatile when the market uncertainty increases and why this need not mean higher returns

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How to use MF, stock losses to reduce your tax burden (tax-loss harvesting)

Published on March 22, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 17 Comments

Here is how investors can legally reduce their tax liability from capital gains by exploiting recent losses in stocks, equity or non-equity mutual funds

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MFs to write-off 75 % Locked-in Yes Bank Shares: Will it hurt index funds?

Published on March 21, 2020 / By M. Pattabiraman Twitter: @pattufreefincal

Here is how AMFI’s decision to write-off 75% locked-in shares of Yes Bank (from March 16th 2020) will affect index funds

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Why Liquid funds and money market funds also fell in the last few days

Published on March 20, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 6 Comments

Here is why liquid funds and money market funds also fell in the last few days

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Sensex registers fourth lowest monthly return!

Published on March 19, 2020 / By M. Pattabiraman Twitter: @pattufreefincal

On 19th March Sensex registered a -32% fall since 19th Feb its fourth-lowest!

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Should we exit from equity mutual funds now to prevent further loss?

Published on March 19, 2020 / By M. Pattabiraman Twitter: @pattufreefincal / 8 Comments

The market crash has lead to fear and panic among investors resulting in several questions. We address some of these in this article

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