M. Pattabiraman's Blog, page 128
August 7, 2022
Equity Mutual Fund Screener Aug 2022: Shortlist consistent performers
The freefincal Equity Mutual Fund Performance Screener (Aug 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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August 6, 2022
Will PPF interest rate be increased after three RBI Repo Rate hikes?
A reader wants to know,” Will the Public Provident Fund (PPF) interest rate be increased after three successive RBI repo rate hikes?” The PPF interest rate does not directly depend on the RBI repo rate. Some history is in order to appreciate how small saving interest rates are decided. Several committees that have discussed the...
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August 5, 2022
Are Focused Mutual Funds better than Index Funds?
A reader asks, “Can you please do an analysis on focused mutual funds and discuss if they are a better choice than index funds?” What is a focused mutual fund? According to SEBI, it is an open-ended equity scheme focused on the number of stocks (maximum 30). The minimum investment in equity & equity-related instruments...
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August 4, 2022
How to start investing in debt mutual funds – a primer
This article lists the essentials an investor needs to keep in mind before selecting debt mutual funds. (1) Debt mutual funds are not replacements for fixed deposits! Do not take product manufacturers (AMC guys) and sales guys seriously! A fixed deposit in a bank too big to fail has a risk so small that it...
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August 3, 2022
All the financial advice you need can fit in a 3×5 inch card!
When Dilbert cartoonist Scott Adams could not find a publisher for a one-page book on “Everything you need to know about financial planning”, he was forced to write a 368-page book – Dilbert and the Way of the Weasels. (Ref: MyMoneyBlog) You don’t even need a page to hold all the advice that Adams gives. All...
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August 2, 2022
Can I invest in ICICI Prudential Short Term Fund for short-term goals?
A reader asks, “Sir, a friend recommended ICICI Prudential Short Term Fund is a suitable choice for my need which is three years away. The AMC website says the fund can be used for durations above six months. Can you please let me know if this is true and if I can proceed with the...
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August 1, 2022
Stocks with low volatility and momentum for AUG 2022
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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July 31, 2022
Nippon India Nifty Alpha Low Volatility 30 Index Fund Review
We review Nippon India Nifty Alpha Low Volatility 30 Index Fund, an open-ended scheme tracking the Nifty Alpha Low Volatility 30 Index. The NFO period is from 1st Aug to the 12th of Aug 2022. What is the Nifty Alpha Low-Volatility 30 Index? It is a 30-stock index selected from NIFTY 100 and NIFTY Midcap...
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July 30, 2022
Edelweiss Large & Mid Cap Fund Review
In this edition of the fund performance report, we review Edelweiss Large & Mid Cap Fund. The fund was launched in June 2007 by JP Morgan and was known as JPMorgan India Equity Fund. After Edelweiss acquired the fund house it became Edelweiss Equity Opportunities Fund and then Edelweiss Large & Mid Cap Fund to...
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July 29, 2022
Lessons from investing for my son’s future for the last 12+ years
My son turned 12 a few months ago. I have been investing for his future since Dec 2009 – a month before he was born. Here are some lessons from this journey. Many years ago, I asked a question in the Jagoinvestor forum, “if anyone has achieved their financial goals using mutual funds, please share...
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