M. Pattabiraman's Blog, page 115

Index fund tracking error screener December 2022

This is an index fund screener 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 a understand how tracking a midcap index or the Nifty 100, 500 is quite different from tracking...

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How to systematically reduce risk in your investment portfolio

The Indian stock markets have lost momentum for the past year. One can easily speculate reasons for the fall and wonder if we should stop investments or pull out money (we have started receiving such emails!). However, developing a simple market-independent strategy via systematic risk reduction would be far more productive. Why? We have no...

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NSE Index Watch: Biggest winners and losers of 2022

With only three weeks left to go in 2022, we look at the biggest winners and losers in the NSE index universe. We look at the trailing one-year return as on 9th Dec 2022, as much of the performance falls in 2022. Disclaimer: No part of this article should be considered investment advice. One year...

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I have achieved my first goal of Rs. 10 lakhs in assets and am ready for more!

In this edition of the reader story, we meet Suresh Murugan. In Dec 2019, Suresh shared his first financial audit with us: I met with an accident the day I got married and learned key money lessons. Since then, Suresh’s life has changed for the better significantly. He published an update in Oct 2021: I felt...

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ETF tracking error screener December 2022

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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Mirae Asset Tax Saver Fund Performance Review

This edition of the fund performance report looks at the Mirae Asset Tax Saver Fund. Launched in Dec 2015, the fund has an AUM of more than 13,000 Crores. 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 below...

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Our journey: From scratch to a net worth of 18 times annual expenses

In this edition of the reader story, 37-year-old Siva shares his financial journey from scratch in 2014 to a net worth of 18 times annual expenses. About this series: I am grateful to readers for sharing intimate details about their financial lives for the benefit of readers. Some of the previous editions are linked at the bottom...

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Should I invest in a tax saver index fund?

IIFL has launched a tax saver index fund (passive ELSS fund). We have received several messages from readers wanting to know if they can invest in this. We are disappointed to receive such emails (some from those claiming they are our long term readers). Getting enticed by shiny objects is a huge investment mistake. Whether...

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Equity Mutual Fund Screener Dec 2022: Shortlist consistent performers

The freefincal Equity Mutual Fund Performance Screener (December 2022) 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 two courses:...

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How can an index fund with 0.2% expenses beat an index fund with just 0.06% expenses?!

In this article, we see how a lower expense ratio does not necessarily mean more gains for the investor using the example of two index funds: the NAVI Nifty 50 Index fund (direct plan) and the UTI Nifty 50 Index fund (direct plan) and the last one year period. It must be understood that the...

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