M. Pattabiraman's Blog, page 154

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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How to create a market-independent investment strategy

On Friday (Nov 26th 2021), the Sensex fell by 2.87%. One can easily speculate reasons for the fall and start wondering if we should stop investments or pull out money (we have started receiving such...



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How I track financial goals without worrying about returns

In this edition of the reader audit, 29-year-old Mr Yo (name withheld on request) explains in detail how he has structured his money management in a systematic manner and how he tracks his financial...



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Can I use mutual fund gains each month to pay my home loan?

A reader asks, “I am a 27-year-old NRI with a current mutual fund portfolio of Rs. 12 lakhs. We want to buy a home. My father wants me to take out a loan immediately. I want to build my MF...



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I am 17 years old and want to learn investing, help me get started

Hirak writes, “I am a 17-year-old, and I want to learn and start investing. Help me out”. It is wonderful to see young people serious about investing and money management. We are honoured...



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Retirement Stock Portfolio Analysis: November 2021

This article compares my monthly retirement 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...



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When should I get a home loan? How to decide this?

Sudipta Roy asks, “I recently read the article – Why I gave up my life-long dream of buying a house. My dream is to buy a house too, and I don’t wish to give up on it. However, I do...



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What investment strategy would you recommend if I can invest 50K a month?

Aditya Tejas writes, “Thank you for all your work; I appreciate the time and effort you put into creating relevant, insightful and thought-provoking content. I’ve already gone through...



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RBI Retail Direct: A look inside – how to register and what you can buy/sell

Here is a look inside RBI Retail Direct. This facility allows retail investors to open gilt security account with the RBI and purchase government securities (gilt bonds or gilts) in the primary and...



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