M. Pattabiraman's Blog, page 151

How did stock market indices perform in 2021?

In this article, we look at how 200 indices representing the stock market, bond market and other asset classes performed in 2021. This is measured with 361 days absolute return from 1st Jan 2021 to...



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Handpicked List of Mutual Funds Jan-Mar 2022 (PlumbLine)

These are the freefincal handpicked list of mutual funds for January-March 2022. New and old investors can use it according to their specific needs. The list is called “PlumbLine” and was...



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Stock Portfolio Analysis: December 2021

This article compares my stock portfolio with an equivalent investment in a Nifty index fund and the Nifty 100 Low Volatility 30 TR index. Before we begin, investors need to appreciate the context of...



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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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