M. Pattabiraman's Blog, page 144

Does it make sense to choose mutual funds with the lowest expense ratio?

A reader asks, “I have a query regarding mutual fund expense ratios. Let’s say, we have Fund A with 5-year returns of 15% and expenses of 0.5%. Fund B, with returns of 18% with an expense...



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Myth Busted: Indians are happy to pay for ‘good’ financial advice

Many advisors and personal finance enthusiasts believe that “Indians are not ready to pay for financial advice”; “products and associated advice should be “pushed” with...



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ICICI Prudential Silver ETF: What you need to know before investing

Investors will be able to invest in Silver for the first time via ICICI Prudential Silver ETF (NFO period Jan 5 – 19 2022). Exciting as this may sound, investors need to appreciate several...



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Stocks with low volatility and momentum for January 2022

Here is a list of stocks with low volatility and momentum for January 2022 from the Nifty 100. You can also get the historical data from March 2019 to January 2022.  We filter Nifty 100 for (1)...



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Which direct plan equity mutual funds do investors prefer?

1st Jan 2022 marked the 9th anniversary of direct plan mutual funds. In this article, we list the most popular direct plan mutual funds – that is the ones with the largest AUM. The AUM (asset...



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Kotak Flexicap Mutual Fund Review: Is AUM affecting its performance?

This week we evaluate the performance of Kotak Flexicap Mutual Fund and find out if its large AUM (Rs. 36.,661 Crores) is affecting its ability to be a flexicap fund and therefore its performance....



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Can I retire with Rs. One Crore at age 40?

A reader asks, “I am 39 yrs old. I am planning to take early retirement in the next 15 months. I have a savings corpus of 1 Cr INR. My monthly requirement is 50 K INR. I need help with two...



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Why I redeemed from EPF to invest in Equity MFs

As regular readers may know, we publish an annual personal finance audit every December – our  2021 audit was posted a few days ago. Since last year regular readers have been sharing their investment...



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How did stock market indices perform in 2021?

In this article, we look at how 200 indices representing the stock market, bond market and other asset classes performed in 2021. This is measured with 361 days absolute return from 1st Jan 2021 to...



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Handpicked List of Mutual Funds Jan-Mar 2022 (PlumbLine)

These are the freefincal handpicked list of mutual funds for January-March 2022. New and old investors can use it according to their specific needs. The list is called “PlumbLine” and was...



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