M. Pattabiraman's Blog, page 112
January 11, 2023
ETF tracking error screener January 2023
This is an ETF screener based on tracking errors and tracking differences (ETF return minus index return). The screener will help users evaluate how efficiently an ETF has tracked its underlying benchmark. The tracking error is the ETF’s standard deviation minus index monthly return differences. The lower the tracking error, the more efficient the ETF...
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January 10, 2023
I am investing in these four funds – am I on the right track?
A reader says, “Sir, I am 26 years old. After reviewing various materials and videos about funds, I have arrived at a four-fund portfolio with all hybrid funds. Kindly suggest changes or give your thoughts on this. The funds are (1) Hdfc balanced advantage fund – (20%), (2) Icici prudential equity and debt fund –...
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January 9, 2023
Why good quality financial advise does not scale
In this article, SEBI-registered fee-only financial planner Swapnil Kendhe explains why he believes good financial planning advice does not scale. About the author: Swapnil is a SEBI Registered Investment Advisor and part of my fee-only financial planners’ list. You can learn more about him and his service via his website, Vivektaru. In the recently conducted...
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January 8, 2023
HDFC Children’s Gift Fund Performance Review
This edition of the fund performance report looks at the HDFC Children’s Gift Fund. Launched in Mar 2001, the fund has an AUM of over 6,000 Crores. In Oct 2017, HDFC MF merged HDFC Children’s Gift Fund Savings Plan into HDFC Children’s Gift Fund Investment Plan and then renamed the resulting fund as HDFC Children’s...
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January 7, 2023
List of worst equity mutual funds (Jan 2013 to Jan 2023)
This is a list of the worst-performing equity mutual funds over every possible five, four, and three periods between 1st Jan 2013 (introduction date of direct plans) to Jan 5th 2023. Some caveats before we begin: (1) The definition of a “worst mutual fund” is as arbitrary as the definition of a “best mutual fund”....
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January 6, 2023
What rate of inflation should I use while planning for retirement?
A reader asks, “Can you please write an article on how to decide the inflation rate while planning for retirement?”. This question has troubled me long and hard over the years, and I think I have finally arrived at an answer: “Use the rate that will work for you”! This response may seem arbitrary to...
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January 5, 2023
Equity Mutual Fund Screener Jan 2023: Shortlist consistent performers
The freefincal Equity Mutual Fund Performance Screener (Jan 2023) 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...
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January 4, 2023
Why are you comparing Small Cap Mutual Funds with a Mid Cap Index?!
A reader asks, “I recently used your equity mutual fund screener, and it is probably the best tool available for selecting consistent performers. You are comparing Small cap mutual funds with Nifty Midcap 150 TRI. Can you please explain why you do this?” Suppose the Indian Cricket team has played 15 matches in about half...
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January 3, 2023
Why we must invest in relationships for successful retirement planning
There is more to retirement planning than beating inflation, investing enough and managing the corpus post-retirement. When we just start investing for retirement, everything seems a blur. The corpus seems impossible. The amount we need to invest seems impossible. However, the corpus does not seem as steep with time, discipline and some luck. The investment...
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January 2, 2023
Stocks with low volatility and momentum for Jan 2023
We publish a list of stocks with low volatility and momentum each month. We provide data for BSE 500 and BSE 100 stocks. There are now three different screener files available. (1) Stocks with low volatility and momentum from the BSE 100 large cap universe are available as a separate file (2) Stocks with low...
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