M. Pattabiraman's Blog, page 150

Equity Mutual Fund Screener Nov 2021: Shortlist consistent performers

The freefincal Equity Mutual Fund Performance Screener (November 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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Three changes that can make the NPS an attractive retirement solution

We discuss three changes that can make the NPS an attractive retirement solution. Let us face a simple fact: The only reason many investors use the NPS is because of the “extra Rs....



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How to calculate pension from NPS?

Swaroop asks, “I am 30 years old and have recently started investing in NPS. Can you please explain how to calculate the pension that we would receive from NPS?”. The short answer is, it...



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Only 9 out of 87 thematic MFs have consistently outperformed Nifty 100

Only nine out of 87 thematic or sectoral mutual funds have consistently beaten the Nifty 100 Total Returns Index.  Nifty 100 was used because, if these funds cannot consistently beat a simple large...



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What percentage of MF AUM is in passive funds?

In this article, let us determine what percentage of mutual fund AUM is in passive funds (index funds and ETFs). We shall consider four dates to consider the AUM growth. 1: Sep 2021 (latest at the...



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Stocks with low volatility and momentum for November 2021

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



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Why SEBI needs to categorize investment advisors like mutual funds

This article discusses why SEBI needs to categorize investment advisors like mutual funds as there is considerable confusion among investors. It has been almost nine years since the SEBI investment...



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How to redeem only profits from mutual funds?

A viewer on our YouTube channel asks, “Sir, Kindly do video…how to redeem only profit from mutual funds without reducing unit’s (if we book profits our capital amount also reducing...



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I felt worthless 6 years ago but have achieved financial stability today

In this edition of the reader story, we meet Suresh Murugan. In Dec 2019, Suresh had shared his first financial audit with us: I met with an accident the day I got married and learned key money...



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Will a lump sum investment beat a SIP over 15 years?

Sudip asks, “Dear Pattu Sir, Thanks to your advice we now have an office-study-group with 12 people discussing money management. One member claimed that over 15 years, a lump sum investment...



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