M. Pattabiraman's Blog, page 158

Four consistent midcap mutual fund performers

There are a total of 23 actively managed midcap mutual funds available for investment today. Out of these, 20 are older than five years. This article evaluates how these midcap mutual funds have...



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Why is ICICI Pru Nifty Next 50 Index Fund rated one-star?

Ramesh asks, “Dear Pattu Sir, I have invested in ICICI Prudential Nifty Next 50 Index Fund Direct Plan via SIP since 2019. I recently read your post in Asan Ideas for Wealth (a Facebook group)...



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Lessons from my financial independence journey and future investment plans

In the previous article, Anil explained how he achieved financial independence without mutual funds or stocks by building a 70X portfolio in fixed income ((where X is the annual expense that will...



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How I achieved financial independence without mutual funds or stocks

Is it possible to achieve financial independence without investing in equity? Yes! In this edition of the reader audit (part one of two), Anil explains how he did it.  In March 2020, I received an...



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Debt mutual fund screener (Aug 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...



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My 10-year financial journey – mistakes made and lessons learnt

In this edition of the reader audit, we meet a 34-year-old with a family of six. He describes his mistakes over the last ten years and lessons learned from them in a candid essay.  We feel proud and...



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My lessons from investing in a midcap mutual fund via SIP for 12 years

I started an Rs. 500 SIP in Sundaram Midcap Fund (then known as Sundaram Select Midcap) for an extended family member higher education in Aug 2009. Here are some lessons on investment risk and reward...



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Index fund tracking error screener August 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...



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Stock market always moves up in the long term but returns move up and down!

The Sensex closed past 55,000 on Aug 13th for the first time, and usual trumpets from mutual fund guys blared, “stay invested! The stock market always moves up in the long term”. In this...



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SBI Balanced Advantage Fund Review: What you need to know

SBI Balanced Advantage Fund is an open-ended dynamic asset allocation fund benchmarked to the CRISIL Hybrid 50+50 – Moderate Index TRI. In this review, we discuss what investors need to know before...



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