M. Pattabiraman's Blog, page 165

PPF will not make us crorepatis! We need to take risks for that!

You may have come across articles in your news and discover feeds on “how to become a crorepati with PPF”. There is only one reason such articles get written: for traffic....



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Stock Portfolio Analysis: June 2021

This is my monthly retirement stock portfolio analysis compared with an equivalent investment in a Nifty index fund. I have finally been able; to compute the annualized return (XIRR) of the portfolio...



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What return can I expect on my second house over 15-20 years?

Sharad asks, “Have you ever analysed property as a long term investment option? If I have a debt-free second house, should I liquidate it and invest in markets or continue to hold the property...



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Explained: SEBI’s maximum risk matrix for debt mutual funds

On June 7th 2021, SEBI introduced a  “potential Risk Class Matrix for debt schemes based on Interest Rate Risk and Credit Risk” In this article, we explain what it is and discuss if it...



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Index fund tracking error screener June 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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Should we invest for our children’s marriage — or not?

Alok asks, “dear pattu, sir, thanks to your articles, we have started investing with confidence for retirement and my son’s education (he just turned two). There is one aspect we are not...



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Compute XIRR (annualized return) of stocks and stock portfolio with this sheet!

We are delighted to announce a new spreadsheet that can be used to evaluate the annualised return (XIRR) of individual stocks and that of a stock portfolio after properly taking into account...



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Axis Quant Fund Review

Axis Quant Fund is an open-ended equity scheme following a quantitative model. The fund is currently in its NFO period: 11th June to 25th June 2021. In this review, we discuss the model used by the...



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I am 30 and wish to retire by 50 how should I plan my investments?

Lakshmi asks, “I am now 30 years with very little savings. I wish to retire by 50. How should I plan for retirement?” She and her husband are both earning but do not have job security....



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Equity Mutual Fund Screener June 2021: Shortlist consistent performers

The freefincal Equity Mutual Fund Performance Screener (June 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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