M. Pattabiraman's Blog, page 133

What is the corpus required If I do not invest after retirement?

A reader posed an interesting question: Suppose I wish to hold my entire retirement corpus as cash without investing it or saving it or buying pension or monthly income products, what will be the...



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How to use blogging as an income source

In this article, we discuss one of the most common questions in various member forums:  how can I use blogging (or vlogging) as an income source?. This reminds us of parents who ask, “what is...



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Index fund tracking error screener April 2022

This is an index fund screener based on tracking error and return difference wrt benchmarks. The screener will help a user evaluate how efficiently an index fund has tracked its underlying benchmark....



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Why investing in small cap mutual funds does not make sense!

In an update to our earlier reports, we compare the performance of actively managed small cap mutual funds with four benchmarks and discuss why it does not make sense to invest in small cap mutual...



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When can we invest in Kotak Short Term Bond Fund?

In this edition of the fund profile, we take a look at the Kotak Short Term Bond Fund. We evaluate its portfolio history and discuss when it can be used. According to SEBI, a Short Duration Fund is a...



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How a young couple is trying to balance travelling and investing

In this edition of the reader audit, Arka and Rupali share how they are trying to balance their personal aspirations like travelling and exploring new opportunities with their quest for financial...



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At 40 am I too late to start planning for retirement?

A reader writes, “I have now been reading your articles on the importance of asset allocation for a few months now. The impact of inflation is scary! I have no equity holdings in my portfolio...



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How has Canara Robeco Flexi Cap Fund performed?

In this edition of the “fund performance report”, we look at  Canara Robeco Flexi Cap Fund. Launched in Sep 2003, the fund has an AUM of about Rs. 7,256 Crores. We shall compare the...



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How many mid cap funds outperformed Nifty Midcap 150 Quality 50 Index?

Last Updated on April 13, 2022 In an update to our previous reports, we find out how actively managed mid cap funds fared against Nifty Midcap 150 Total Returns Index (TRI) and factor-based index...



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How many mid cap funds outperformed Nifty Midcap 150 Quality 30 Index?

In an update to our previous reports, we find out how actively managed mid cap funds fared against Nifty Midcap 150 Total Returns Index (TRI) and factor-based index Nifty Midcap 150 Quality 30 TRI....



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