M. Pattabiraman's Blog, page 144

Equity Mutual Fund Screener Mar 2022: Shortlist consistent performers

The freefincal Equity Mutual Fund Performance Screener (Mar 2022) is now available. Use it to screen for consistently performing equity mutual funds. You can screen based on fund category &...



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Financial Planning Case Study: A complex asset-allocation decision

The top three personal finance blunders are, not saving enough for retirement; making too high an allocation to equity; and using high-fee financial products/services. Case studies help to illustrate...



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Is it time to exit from Nifty Next 50?

Abhijit asks, “Sir, I have been investing in ICICI Nifty Next 50 Index fund for the past three years. I am shocked to learn that the index has failed to beat Nifty for the past 6 years. The...



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Where should I invest until Parag Parikh Flexi Cap Fund reopens?

As readers may be aware, other than existing SIPs, Parag Parikh Flexi Cap Fund is closed for subscriptions from Feb 1st 2022, to avoid breaching the overseas investment limit set by RBI. This...



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Basics: Why does the Rupee fluctuate in value against the US Dollar?

A reader wanted a simple explanation for why the INR (Indian Rupee) fluctuates in value with respect to the USD (US Dollar). A discussion. It may seem strange but just like there is an equity market,...



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BSE 500 and BSE 100 Stocks with low volatility and momentum (March 2022)

Each month, we publish a list of stocks with low volatility and momentum. From this month onwards, we shall provide data for BSE 500 and BSE 100 stocks.  There are now three different screener files...



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Will I get more returns with step-up SIP compared to normal SIP?

From time to time we keep pointing out that there is nothing special about a mutual fund SIP. It neither enhances returns nor reduces risk. It is merely an automated way of buying mutual fund units...



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FAQ: Target Maturity Debt Mutual Funds

The average retail investor fears debt mutual funds much more than equity funds. Debt mutual funds are harder to choose and the risks are harder to understand (especially when no effort is put in)....



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Quick start guide to manage your money better

A member of the Facebook group Asan Ideas for Wealth suggested we write a quick start guide for new earners/investors. We already have a detailed step by step free ebook on how to buy term insurance,...



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What return can I expect from a 10 year equity MF SIP?

A reader wants to know, “I have just started a SIP in an equity mutual fund. I plan to continue this for 10 years. What return can I expect?”.  The reader later clarified that he has no...



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