M. Pattabiraman's Blog, page 128

Equity Mutual Fund Screener June 2022: Shortlist consistent performers

The freefincal Equity Mutual Fund Performance Screener (June 2022) is now available. Use it to screen for consistently performing equity mutual funds. You can screen based on fund category &...



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Should I exit from Tata Digital India Fund?

A reader asks,” Sir, I started investing in Tata Digital India fund in Sep 2021. The NAV has been continuously falling since then. What should I do? Exit or continue to hold? Please...



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Can I rebalance my portfolio by adjusting my SIP amounts?

A reader writes, “I was wondering if you have written anything (or can write in the near future) about a comparison of portfolio rebalancing strategy – timed, percentage, cash flow based...



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How to invest a lump sum for my 12-year old?

A reader asks, “My son is 12 years old now and this is regarding his Higher education. I have Rs 21 Lacs lumpsum in hand. I also plan to start a monthly Rs9000/- SIP for a 5 years time period....



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Using UTI Momentum Fund to understand sequence of returns risk

A reader writes, “I read with interest your series on market timing. You mentioned that sequences of risk are common to both systematic investing and market timing. Can you please give a simple...



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Stocks with low volatility and momentum for June 2022

Each month, we publish a list of stocks with low volatility and momentum. We provide data for BSE 500 and BSE 100 stocks.  There are now three different screener files available. (1) Stocks with low...



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Women receive lower pension income than men: the retirement savings gender gap

There is a lot of hullabaloo about glass ceilings and pay gaps based on gender across industries. However, the debate often fails to recognize that this leads to a disparity in retirement savings....



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Financial planning illustration for a couple with a five year daughter

In the previous article, we discussed the basics and important considerations while planning for a five-year girl’s future. In this article, we will do the calculations with some inputs and...



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My daughter is five years old how do we plan for her future?

A reader asks, “Sir,  my daughter just turned five. We have been investing here and there without focus or a target. Can you please guide us on how we can plan for her future? The first...



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Stock Portfolio Analysis: May 2022

This article compares my stock portfolio with an equivalent investment in a Nifty index fund and the Nifty 100 Low Volatility 30 TR index. Before we begin, investors need to appreciate the context of...



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