M. Pattabiraman's Blog, page 172

Index fund tracking error screener April 2021

We shall be publishing an exclusive passive fund screener based on tracking error and return difference wrt benchmarks starting this month. The screener will help a user evaluate how efficiently an...



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Retirement Stock Portfolio Update April 2021

This is my monthly retirement stock portfolio update compared with an equivalent investment in a Nifty index fund. This is the archive of previous updates. Before we begin, it is important for...



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I started investing only 2Y ago, should I rebalance my portfolio?

We had pointed out on April 7th that since the market has lost momentum, now is a good time to rebalance our portfolios if there is a need for it. I have just rebalanced my retirement equity...



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Expense ratio of my index fund has doubled! Should I switch to ETFs?

The TER (total expense ratio) of the Tata Nifty Index Fund shot up from 0.05% to 0.15% on 5th April 2021. From 16th April UTI Nifty Index fund will charge a TER of 0.18% instead of 0.1%. From 15th...



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Is this the right time to buy gilt mutual funds?

Over the past few days, several readers have asked, “Is this the right time to start buying gilt mutual funds?”. This is because of our repeated stress on gilt funds being a suitable...



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The arithmetic of index investing explained

The interest in index investing is growing in India, but few understand what indexing is and why it works. In this article, SEBI registered fee-only advisor Swapnil Kendhe explains the basics of...



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Equity Mutual Fund Screener April 2021: Shortlist consistent performers

The freefincal Equity Mutual Fund Performance Screener (April 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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Watch a demo of the freefincal robo advisory template

This is an updated demo of the freefincal robo advisory template. I walk you through the template’s capabilities and how you can create a complete start to finish financial plan with it.  More...



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With market losing momentum should I book some MF profits?

In this article, we discuss a question posed by Suresh: “sir, the market has slowly started falling after budget 2021. Is it time to book some profits from mutual funds?” Even a casual...



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Understanding Repo Rate and Reverse Repo rate

I am sure that at some point while watching the news on TV or skimming through news articles, you might have come across headlines like these and wondered what they meant: “RBI raises repo rate,...



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