M. Pattabiraman's Blog, page 134

My mutual fund portfolio has suffered significant losses what should I do?

A reader on our Youtube Q & A session asked, “Sir, my question is as follows: My age is 25 years. I have started sips in MFs since Oct 2021. I don’t have time to analyse stocks ( i...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

11 Investment mistakes young earners should avoid!

In this article, SEBI registered investment advisor, Sriram Jayaram discusses 11 investment mistakes young earners and anyone new to personal money management should avoid. About the author: Sriram Jayaraman is a SEBI registered fee-only Investment adviser. After 27 years of working in large IT companies in India, he achieved financial independence and retired early to become...

The post 11 Investment mistakes young earners should avoid! appeared first on freefincal.

ICICI Prudential Equity & Debt Fund Review

While preparing this month’s equity mutual fund screener, something caught our eye. ICICI Prudential Equity & Debt Fund gained 19.8% over the last year (trailing 1Y return) compared to only a 6.2% gain by Nifty 100 TRI (as of 3rd June 2022). So we dig deeper and find out how consistently the Fund has performed...

The post ICICI Prudential Equity & Debt Fund Review appeared first on freefincal.

Are you constantly seeking motivation to continue investing in mutual funds?

Many young investors in mutual funds suffer from a problem that needs urgent attention: they are constantly seeking motivation to continue their investments in mutual funds. A discussion on why they...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

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 &...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

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...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

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...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

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....



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

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...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

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...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}