M. Pattabiraman's Blog, page 149

Which mutual fund should I invest to benefit from higher interest rates?

Aparna asks, “Dear Sir, short term fixed deposit interest rates have started to increase. Can you please write an article on which type of mutual funds we can invest in to benefit from interest...



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Is there any mutual fund that invests 50% in equity and 50% in bonds?

A reader asks, “Dear sir, can you please let us know the list of mutual funds that invest 50% in equity and 50% in bonds? I ask this after reading your article – Will Benjamin...



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Index fund tracking error screener January 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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After 5 years of equity MF investing I feel confident about my retirement planning

Last year in our reader story series, we met 30-year old Rohit, whose early struggles led him, to start investing early in a goal-based manner. He has been kind enough to share an update on his...



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Explained: Suspension of lump sum investments in MO Nasdaq 100 FOF and MO S&P 500 Index Fund

In a circular dated Jan 13th 2022, Motilal Oswal (MO) AMC announced the suspension of lump-sum investments and switch in (from other funds) into Motilal Oswal Nasdaq 100 Fund of Fund, Motilal Oswal S...



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Four qualities that define a successful investor

Here are four qualities needed to become a successful investor. Thankfully we can develop these qualities in time. We neither need to be smart nor intelligent to succeed in money management. 1....



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Life Insurance Claim Settlement Ratio for FY 2020-21

The life insurance claim settlement ratio for FY 2020-21 is presented below. These were published in the IRDA annual report in Dec 2021. The reader must appreciate that the claim settlement ratio...



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How a fee-only financial planner helped me

In this article, a client shares how a SEBI registered investment advisor and fee-only financial planner (Swapnil Kendhe) helped him set his finances in order. Those wondering what to expect from a...



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How do I become a disciplined investor?

Apurva asks, “You often talk about the importance of discipline in investing. How do I become more disciplined?” Hard work and discipline are often not recognised as talents anyone can...



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Equity Mutual Fund Screener Jan 2022: Shortlist consistent performers

The freefincal Equity Mutual Fund Performance Screener (Janury 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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