M. Pattabiraman's Blog, page 167

Stock XIRR Example: 18% annualized return from Colgate-Palmolive

In this article, let us consider an example of calculating the annualized return from a stock investment after accounting for corporate actions like dividends and stock splits. We shall consider...



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Which equity mutual fund should I use for 8-9 years SIP?

A viewer on YouTube wants to know which equity fund should one use for an 8-9 year SIP. She/he had also listed three funds to choose from. Their names are not important here. This type of question is...



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I can invest 50K a month but am confused about how to start

A young earner asks, “I’m 22 and started working in an IT company 1 year ago. I save around 50k per month and also have a saving of around 7 lakhs from joining bonus etc. I fall under the...



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How I shaped my investment strategy after moving to the US

Mr X is a US-based NRI. In this episode of reader-story, Mr X explains his current investment strategy with a bit of history and reasons to finalize this strategy. It might help a fellow investor in...



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Should I plan for my child’s PG education costs in addition to UG?

I received this question from a reader who prefers anonymity. “Dear Pattu sir, I recently became a parent and started investing for my son’s college education expenses (UG). I am debating...



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Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Review

Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund is an open-ended scheme tracking the Nifty 50 Equal-Weight TR Index. In this review, we analyse the performance of the underlying index by...



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Why we purchased a 2nd set of base & super top up health insurance policies

This article discusses why we purchased a second set of base health insurance and super top-up health insurance. Regular readers may be aware we hold a United India Health Insurance policy from 2006...



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I just started investing in mutual funds how much loss should I expect

Balaji asks, “Dear Pattu Sir, You have given proof over and over again that one should not expect any particular return from investing in mutual funds and that there are no guarantees, I have...



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My Stock Portfolio May 2021 Update

This is my monthly retirement stock portfolio update 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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Debt mutual fund screener (May 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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