M. Pattabiraman's Blog, page 147

Top habits that will help you achieve financial freedom

While most of us talk about living in the moment or focusing on happiness instead of money, financial freedom is a mandatory goal. It ensures that we have enough in times of need, and we can go...



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Do I need to rebalance my portfolio even if I use index funds?

In response to our FAQ on index investing, a viewer on our YouTube channel asks, “I am doing sip for the past one year in nifty50 and nifty next 50. Is frequent(once in a year) rebalancing...



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Equity Mutual Fund Screener Dec 2021: Shortlist consistent performers

The freefincal Equity Mutual Fund Performance Screener (December 2021) is now available. Use it to screen for consistently performing equity mutual funds. You can screen based on fund category &...



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HDFC Mid Cap Opportunities Fund Performance Report

In this article, we evaluate the performance of HDFC Mid Cap Opportunities Fund. Launched in June 2007, the fund has the largest AUM in the mid cap category at Rs. 31,629 Crores. Kotak Emerging...



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Can I invest Rs. 50,000 per month in each of these three funds?

A reader who prefers anonymity writes, “I am 50 and have just started thinking seriously about financial planning for retirement. From reading your articles, I see that you recommend keeping it...



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FAQ on index investing

In this article, we discuss some frequently asked questions on index investing aka passive investing. First the basics. A passive fund is a mutual fund that tracks the stocks in a given index. The...



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Stocks with low volatility and momentum for December 2021

Here is a list of stocks with low volatility and momentum for December 2021 from the Nifty 100. You can also get the historical data from March 2019 to December 2021.  We filter Nifty 100 for (1)...



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Is gold a hedge against inflation?

Anyone interested in money management would have, at some point in time, heard the saying that gold is a hedge against inflation. Does the data support this adage? Let us find out. For an asset to be...



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I invest 50K a month in these mutual funds: Can you review my portfolio?

A 24-year-old reader who wishes anonymity asks, “I am saving around 50k every month for long term (more than 10-15yrs).  I equally invest 40k in (10k each) Parag Parikh flexi cap fund; Canara...



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Canara Robeco Emerging Equities Fund Performance Report

In this article, we evaluate the performance consistency of Canara Robeco Emerging Equities, a large and mid cap fund. Launched in March 2005, the fund currently has an AUM of Rs. 11,774 Crores. As...



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