M. Pattabiraman's Blog, page 164

Nifty Microcap 250 Index Review

In this article, we review a new index from NSE. The Nifty Microcap 250 Index has 250 companies beyond the Nifty 500, with weights determined in terms of free-float market capitalization. That is,...



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ICICI Prudential Flexicap Fund Review

In this article, we review ICICI Prudential Flexicap Fund, an open-ended dynamic equity scheme investing across large cap, mid cap & small cap stocks. The NFO period of this fund is between June...



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Quant Small Cap Fund Review

This week, we review Quant Small Cap Fund, which saw a 32844% increase in its AUM between March 2020 and May 2021! Almost all of its current AUM of Rs. 504 crore came during this period! The fund has...



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Avoid these mistakes while planning for retirement

Neils Bohr, one of the founding fathers of quantum physics, said, ”If quantum mechanics hasn’t profoundly shocked you, you haven’t understood it yet.” The same is true of...



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Gilt funds vs Dynamic Bond Funds vs Corporate Bond Funds: Which is the better choice?

There are several misconceptions surrounding debt mutual fund selection. We shall discuss a couple of them in this article. Many investors believe dynamic bond funds are better than gilt mutual funds...



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How much do I need to retire by 45 in India?

A reader who wishes to be anonymous wanted to know the corpus need to retire in India by age 45. Before we get down to the calculation, “retire by 45” requires some clarification. This...



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These MFs gained the most in AUM after 2020 market crash

This is a list of mutual funds that gained the most in AUM after the March 2020 market crash.  To ensure we account for the fund inflow and not the fund returns, we compare the NAV and AUM on March...



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Not all index funds are the same! Beyond top 100 stocks tracking errors are huge!

In this article, we discuss why it does not make sense to invest in an index fund that does not track the top 100 stocks or lesser weighted by market capitalization. In other words, not all index...



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How to choose term insurance riders

We are living in the era of a pandemic, which has altered the way we used to look at insurance. Most Indians perceived insurance as an ‘investment’ or tax-saving instrument earlier, but the pandemic...



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Quant Active Fund Review

In this article, we review Quant Active Fund, which seems to have caught the attention of young DIY investors.  Why has it caught the attention of investors? Returns! It is always returns! And in...



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