M. Pattabiraman's Blog, page 146

UTI S&P BSE Low Volatility Index Fund Review

UTI S&P BSE Low Volatility Index Fund is an open-ended scheme tracking the S&P BSE Low Volatility TRI. In this review, we evaluate the pros and cons of investing in this fund currently in its...



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Index fund tracking error screener February 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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Which debt mutual fund should I use for long-term financial goals?

Suresh asks, “Can you please write an article on which type of debt mutual fund should be used for a long-term financial goal? Can we use liquid funds for these?” For those who make the...



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My investment journey: From random purchases to a goal-based portfolio

In this edition of the reader story, we meet a DIY investor who has transformed his approach to money management from making random purchases to a focused goal-based portfolio. About this series: I...



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What is the corpus required for retirement in 2022?

A reader asks, “I will turn 50 this year and am considering retirement. How do I find out the corpus required for retirement in 2022? My annual expenses are about Rs. 6.5 lakhs ” As...



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Can reverse mortgage be used as an income source after retirement?

In this article, we discuss the pros and cons of using a reverse mortgage as an income source after retirement. How does a reverse mortgage work? Suppose you live on your own property with your...



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FAQ: How inflation affects our ability to manage money

In this FAQ aimed at beginners, we discuss the role of inflation in personal finance. This is written for laymen by a layman. An academically precise account of inflation taking into all factors...



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Equity Mutual Fund Screener Feb 2022: Shortlist consistent performers

The freefincal Equity Mutual Fund Performance Screener (Feb 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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Planning for a child? Don’t forget these financial aspects!

In this article, author and content writer Smriti Tuteja discusses some financial aspects that couples should keep in mind while planning a family. About the author: Smriti is an author, artist,...



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I thought a pension was unnecessary but age taught me a retirement planning lesson!

I have been making retirement planning tools for more than 11 years now. During this time, thanks to a combination of luck and discipline, I have been able to achieve financial independence. While my...



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