M. Pattabiraman's Blog, page 179

UTI Nifty200 Momentum 30 Index Fund: Who should invest?

UTI Nifty200 Momentum 30 Index Fund is an open-ended fund that will track the Nifty200 Momentum 30 index. The new fund offer is from Feb 18th to March 4th 2021. In this review, we discuss what...



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My PPF account is maturing: should I extend or open a new one?

When we open a PPF account, the maturity date seems far away; However time flies, and before we realise it, it is time to make a decision: should I extend my PPF account for another five years or...



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My investment journey: from paper share certificates to finance author

In this edition of reader story, Jyotinath Ganguly discusses his investment journey over the past thirty years from buying paper share certificates to authoring a book on money management basics for...



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Should I withdraw from EPF if I resign or retire early?

How should funds in EPF be handled If we wish to quit our job and become self-employed or resign a few years before normal retirement or wish to retire earlier? Should we leave the EPF funds as is or...



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Why my investments are still on track in spite of job loss and lower income

In this episode of ‘reader audit’, Nathiya shares how her approach to investing has evolved, guidance from Ashal Jauhari; why she sold all her shares and how her family could cope with...



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Nifty 50 equal-weight index surges past Nifty 50 due to market rally

The market rally over the last few months has seen the Nifty 50 equal weight TR index (N50 EW)surge past the Nifty 50 (N50) TR index. The N50EW one-year return minus the N50 one-year return has...



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Equity Mutual Fund Screener Feb 2021: Shortlist consistent performers

The freefincal Equity Mutual Fund Performance Screener (Feb 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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My Stock Portfolio Feb 2021

This is the monthly update of my stock portfolio. Readers may recall a detailed analysis was published in Dec 2020: Stock portfolio analysis: total return 22.58% and in Jan 2021 it was first compared...



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Get my new book for kids: Chinchu gets a superpower!

My new book for kids: “Chinchu gets a superpower!” is now available! Here are the details on what the book is about; how to use it and how to buy it. What is this book about? As parents,...



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Life Insurance Claim Settlement Ratio Data for 2021

The IRDAI annual report with Life Insurance Claim Settlement Ratio Data for 2021 (FY 2019-20) was released on Feb 10th delayed by at least 1-2 months due to the pandemic.  The claim settlement ratio...



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