M. Pattabiraman's Blog, page 163

Can I invest 50% in index funds and 50% in active funds?

Let us discuss a question from a reader who prefers anonymity: “Is it ok to invest in 50% index funds (passive funds) and 50% active funds for the equity portfolio in my retirement...



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After 97% gain last year should we expect poor equity returns this year?

Sunder asks, “We all know that equity returns in the last financial year or last annual year were excellent. Does this mean we should mentally prepare ourselves for poor or even negative...



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Stock Portfolio Analysis: July 2021

This is my monthly retirement stock portfolio analysis compared with an equivalent investment in a Nifty index fund. Before we begin, investors need to appreciate the context of these investments. I...



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Equity Mutual Fund Screener July 2021: Shortlist consistent performers

The freefincal Equity Mutual Fund Performance Screener (July 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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Is it game over for active large cap mutual funds?

A reader asks, “Dear Pattu Sir, as pointed out by you several times, active large cap funds have struggled to beat the Nifty/Sensex over the last few years. Although things are a little better...



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How to beat inflation for short-term goals

We all know the reason for investing in ample amounts of equity for long-term goals. It is to beat inflation. Or, in other words, to get a return higher than what typical fixed income products offer...



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PGIM India Midcap Opportunities Fund Review

This article reviews PGIM India Midcap Opportunities Fund, yet another fund to see an AUM boom over the last few months, along with Quant Active Fund and Quant Small Cap Fund. Readers may recall our...



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Navi Nifty 50 Index Fund Review

Navi Nifty 50 Index Fund is an open-ended fund tracking the Nifty 50. Its initial total expense ratio for the direct plan is expected to be 0.06%. This article discusses if it makes sense to invest...



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Stocks with low volatility and momentum for July 2021

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



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Passive Income Template: Steps to build a lifelong income

The idea of passive income excites many of us. However, very few can get significant passive income. In this article, we discuss the reasons for such failure and present a passive income template...



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