Will gains from Parag Parikh Dynamic Asset Allocation Fund be taxed as per slab?
Freefincal » Mutual Funds
by M. Pattabiraman
2d ago
In response to our article – Parag Parikh Dynamic Asset Allocation Fund: Who should invest? – many readers are not clear about the taxation status of the fund. Some even claim that it will be taxed as per slab. In this article, we explain the fund’s taxation status. Note: Tax rules change often. The rules mentioned... The post Will gains from Parag Parikh Dynamic Asset Allocation Fund be taxed as per slab? appeared first on freefincal ..read more
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Index fund tracking error screener Feb 2024
Freefincal » Mutual Funds
by M. Pattabiraman
1w ago
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... The post Index fund tracking error screener Feb 2024 appeared first on freefincal ..read more
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Should I avoid portfolio overlap between mutual funds used for different goals?
Freefincal » Mutual Funds
by M. Pattabiraman
1w ago
A reader has multiple questions on goal-based investing, and we address them inline below. “I am 32 years old and have been investing in MF for the past three years, PPF for the past 9 yrs, and SSY for the past 5 yrs. I have two doubts about goal-based investments”. “1) I have mapped my... The post Should I avoid portfolio overlap between mutual funds used for different goals? appeared first on freefincal ..read more
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Why are you recommending index funds when your portfolio has beat the market?
Freefincal » Mutual Funds
by M. Pattabiraman
1M ago
In response to Portfolio Audit 2023: The annual review of my goal-based investments, a reader asks, “Why are you recommending index funds when your portfolio has beat the market?” If you take a casual look at the growth of my retirement portfolio*, it may s`eem like my portfolio has comfortably beat the market. * compared... The post Why are you recommending index funds when your portfolio has beat the market? appeared first on freefincal ..read more
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Equity Mutual Fund Screener Jan 2024: Shortlist consistent performers
Freefincal » Mutual Funds
by M. Pattabiraman
1M ago
The latest freefincal Equity Mutual Fund Performance Screener is now available. Use it to screen for consistently performing equity mutual funds. You can screen based on fund category & benchmark and spot mutual funds with a higher return than a benchmark at a lower risk. Inside, you get discounted links to our robo advisory tool... The post Equity Mutual Fund Screener Jan 2024: Shortlist consistent performers appeared first on freefincal ..read more
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Long-term investing in equity comes with no guarantees of success!
Freefincal » Mutual Funds
by M. Pattabiraman
1M ago
In his new book, Same as Ever, Morgan Housel says, “A good summary of investing history is that stocks pay a fortune in the long run but seek punitive damages when you demand to be paid sooner.” “Consider a long stretch of history, from 1871 to 2018. During that period, the odds that the US stock... The post Long-term investing in equity comes with no guarantees of success! appeared first on freefincal ..read more
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How many equity funds are required for adequate diversification?
Freefincal » Mutual Funds
by M. Pattabiraman
1M ago
A subscriber to our YouTube channel asks, “How many equity funds are required for adequate diversification?” At first glance, the answer seems easy, but it is not. Diversification can refer to diversification across asset classes like equity, fixed income, gold, and real estate or diversification within an asset class. We believe the subscriber refers to... The post How many equity funds are required for adequate diversification? appeared first on freefincal ..read more
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Are investors buying Sovereign Gold Bonds for the wrong reasons?
Freefincal » Mutual Funds
by M. Pattabiraman
2M ago
We recently conducted a poll on X (formerly Twitter) – “Why are you invested in Sovereign Gold Bonds?”. We asked a similar question on the Facebook group Asan Ideas for Wealth. The results were similar and suggest that most investors buy Sovereign Gold Bonds for the wrong reasons. The X poll had 1154 participants. The... The post Are investors buying Sovereign Gold Bonds for the wrong reasons? appeared first on freefincal ..read more
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My Stock Portfolio Analysis: Dec 2023
Freefincal » Mutual Funds
by M. Pattabiraman
2M ago
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... The post My Stock Portfolio Analysis: Dec 2023 appeared first on freefincal ..read more
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Active Mid Cap Fund or Nifty Next 50 Index Fund: Which should I choose?
Freefincal » Mutual Funds
by M. Pattabiraman
2M ago
A reader asks, “I read your posts and blogs a lot. I try and declutter my portfolio and follow the kiss principle. If an actively managed mid-cap fund has a lower expense ratio almost equal to an index fund, provides better downside protection, and beats the benchmark index, should we still consider switching to the... The post Active Mid Cap Fund or Nifty Next 50 Index Fund: Which should I choose? appeared first on freefincal ..read more
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