M. Pattabiraman's Blog, page 136

Beware of Finance influencers! They can mess up your portfolio!

A finance influencer or finfluencer is someone capable of influencing investment or insurance or money management decisions based on the content they create (articles, video, tweets, Instagram posts...



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Stock Portfolio Analysis: March 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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Debt mutual fund screener (March 2022) for selection, tracking, learning

This is a debt mutual fund screener for fund selection, fund portfolio tracking and learning. It also includes hybrid funds that invest in bonds. It will satisfy investors who wish to invest in money...



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My investment journey: from product-driven to process-driven

In this edition of the reader story, we meet 30-year old Phanindra. He explains how his style of money management changed from buying interesting or apparently useful products to building a robust...



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Axis Bluechip Fund: Performance Report

In this edition of the “fund performance report”, we look at Axis Bluechip fund. Launched in Jan 2010, the fund has an AUM of about Rs. 34,000 Crores – the highest among actively...



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How recurring deposits can be used to manage yearly expenses

In this article, Suresh explains how he uses bank recurring deposits to efficiently manage his family’s annual expenses. I requested Suresh to elaborate his email into an article in the hope...



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Axis Nifty Midcap 50 Index fund Review

Axis Nifty Midcap 50 Index fund will track the Nifty Midcap 50 Total Returns Index In this review, we shall find out how this index compares in terms of reward and risk with Nifty Midcap 150 and...



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What to do if we reach the target corpus of a goal well in advance?

In this article, we discuss what investors should do if they have already achieved their target corpus years before when they actually need the money. Today this may seem like an unlikely scenario...



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Have active large cap funds performed better after the March 2020 market crash?

A reader asks, “I notice that many large cap mutual funds have five-star ratings now. This was not the situation before the March 2020 crash. Can you please do a study on this?” Results...



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Index fund tracking error screener March 2022

This is a  passive 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...



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