M. Pattabiraman's Blog, page 152

Debt mutual fund screener (Dec 2021) for selection, tracking, learning

This is a debt mutual fund screener for fund selection, fund portfolio tracking and learning. It also includes hybrid funds that invest in bonds. It will satisfy investors who wish to invest in money...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Why it makes sense to become a defensive (passive) investor

In this article, SEBI registered fee-only advisor Swapnil Kendhe explains why it makes sense for most of us to become defensive (passive) investors. About the author: Swapnil is a SEBI Registered...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Portfolio Audit 2021: How my goal-based investments fared this year

I evaluate my retirement portfolio’s performance and my son’s future portfolio in a personal finance audit each year. This is the ninth edition. Published since 2013, these audits provide...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Can I withdraw 7% each year from my PPF account as a source of income?

A reader asks, “how can I regularly withdraw every year, say 7 per cent per year, from the corpus in my 18-year-old PPF account towards my yearly expenses”. There are two aspects to...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

How mutual funds helped me reach financial independence

In this edition of the reader story, we start a new series – mutual fund investment journeys. We requested members of the Facebook group Asan Ideas for Wealth with more than ten years of mutual...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Should I sell 60 lakhs in MFs to buy a house or take a home loan for 1.3 Crores?

A reader who prefers anonymity asks, “I am planning to buy a house in the next few months. I have narrowed down on the property and locked in a price with the seller. I am using the proceeds of...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Am I on track to achieve financial independence in the next 13 years?

A reader who prefers anonymity asks, “Am I on track to achieve Financial Independence (FI) in the next 13 years?  I intend to continue working in a corporate setup for as long as my mind, body...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Index fund tracking error screener December 2021

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...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Kotak Emerging Equity Fund Performance Report

In this article, we evaluate the performance consistency of Kotak Emerging Equity Fund, a mid cap fund. Launched in March 2007, the fund currently has an AUM of Rs. 16,705 Crores. As we can see from...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Which mutual funds do retail and high net worth investors choose?

The association of mutual funds in India (AMFI) publishes aggregate AUM held by different mutual fund investors across fund categories each quarter.  Here are some insights into which type of funds...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}