M. Pattabiraman's Blog, page 145

17 Personal Finance Resolutions for 2022

Jan 1st is just another day, but we tend to think of it as a time for new beginnings. If you are looking to do a better job managing money, here are 17 personal financial resolutions and resources to...



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How did equity mutual funds perform in 2021?

This article compares the 2021 performance of 367 actively managed equity-oriented mutual funds with category benchmarks. The 2021 performance refers to the 357-day absolute return from 1st Jan 2021...



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Why I hiked my retirement corpus target though my networth doubled since Dec 2019

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...



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As a complete beginner how do I get started with money management?

A young reader asks, “The investment journeys published at freefincal have inspired me to get started with my investments. However, I am confused about where and how to begin. Can you please...



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Can you review my MF portfolio? Are my return expectations correct?

A reader writes, “I am a 37-year-old investment professional. I have worked for large global financial institutions throughout my career. Most of my professional network unsurprisingly consists...



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Which funds hold foreign equity like Parag Parikh Flexi Cap Fund?

A reader asks, “I am looking for equity funds that hold foreign stocks (overseas equity) but also hold 65% of Indian equity similar to Parag Parikh Flexi Cap Fund so that it will be taxed as an...



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Nippon India Small Cap Fund Performance Report

In this edition of “fund performance report”, we look at Nippon India Smallcap Fund. Launched in Sep 2010, the fund now has an AUM of 17,555 Crores. Disclaimer: Fund performance reports...



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Debt mutual fund screener (Dec 2021) 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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Why it makes sense to become a defensive (passive) investor

In this article, SEBI registered fee-only advisor Swapnil Kendhe explains why it makes sense for most of us to become defensive (passive) investors. About the author: Swapnil is a SEBI Registered...



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Portfolio Audit 2021: How my goal-based investments fared this year

I evaluate my retirement portfolio’s performance and my son’s future portfolio in a personal finance audit each year. This is the ninth edition. Published since 2013, these audits provide...



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