M. Pattabiraman's Blog, page 138

Stocks with low volatility and momentum for May 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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What are the annuity rates of LIC Jeevan Akshay VII from Feb 2022?

In this article, we list the annuity rates of LIC’s Jeevan Akshay VII (Plan No. 857, UIN : 512N337V02) launched in Feb 2022. While preparing a retirement planning illustration based on laddered...



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FAQ: Super Top up Health Insurance policy

In this edition of “FAQ”, we shall discuss some common questions about Super Top-up Health Insurance policies. Previous editions in this series include: FAQ on index investing FAQ on...



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Why I started to invest in Parag Parikh Conservative Hybrid Fund

From this month onwards, I have started to invest in Parag Parikh Conservative Hybrid Fund. A look at some of the fund’s profile and the reasoning behind my decision. The fund is on the verge...



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List of worst equity mutual funds (Jan 2013 to Apr 2022)

This is a list of the worst-performing equity mutual funds over every possible five, four, and three periods between 1st Jan 2013 (introduction date of direct plans) to April 8th 2022. Some caveats...



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Why we struggle to invest & manage money prudently and how to fix it

Personal money management steps are simple to appreciate but hard to implement. These are some of our behavioural finance learnings on why investors struggle to invest and manage money prudently. 1...



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Why this is the best time to invest in equity!

A reader writes, “Sir, I started my first job a couple of months ago. I want to start investing in equity via mutual funds but I am worried about the market. The bull run from April 2020 to Oct...



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Stock Portfolio Analysis: April 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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Is it wise to retire early in my 40s if my portfolio is sufficient?

A reader asks in response to our recent article – How to beat inflation after retirement along with guaranteed pension – “Is it wise to retire early in my 40s if my portfolio is...



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Debt mutual fund screener (April 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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