M. Pattabiraman's Blog, page 143

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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Retirement planning case study: Helping Somnath retire by 55

Somnath is 30 and salaried and hopes to retire by 55. In this case study, we shall find out how he can plan for financial freedom in retirement.  That is, we shall find out how Somnath can derive an...



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Parag Parikh Flexi Cap Reopens: What investors need to know

Days after we predicted (for once rightly!) “Parag Parikh AMC might rethink their foreign equity investment strategy. After all, the flexicap is their flagship fund and main profit source. They...



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Basics: What is the difference between risk and volatility?

In this article, we discuss the difference between risk and volatility and why one must not misinterpret the difference! What is risk? Risk can be defined as any factor that can result in a loss of...



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What they don’t tell you about the “emergency fund”!

The emergency fund or a stash of money that is meant to handle unexpected expenses is one of the building blocks of personal money management. Yet, many aspects of it are not obvious unless we have...



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AUM of passive funds have increased by 3868% in the last 10 years!

In this article, we trace the growth of passive fund AUM in India over the last 10 years. Since 2015, the EPFO is a major investor in the Nifty and Sensex ETFs run by SBI and UTI. So we shall exclude...



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How to help our life partner manage money in our absence

In this article, we discuss how to set up a guide for our life partner or spouse to help them manage money in our absence. Let us call this the continuity kit. Absence here not only refers to the...



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