M. Pattabiraman's Blog, page 180

Not sure if you need a financial advisor? Try this simple test!

When it comes to managing our money, there are several questions to ask. (1) Should I do it myself? Can I do it myself? Or outsource it to a professional? (2) If I wish to outsource, who should I...



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Why “time in the market” is not different from “timing the market”!

Anyone investing in mutual funds would have heard the saying, “time in the market is better than timing the market”. This was propagated by AMC folk to try and stop fluctuating AUM and,...



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List of worst equity mutual funds (Jan 2013 to Mar 2021)

This is a list of the worst-performing equity mutual funds over every possible five, four, three and two year period between 1st Jan 2013 (introduction date of direct plans) to March 8th 2021. Some...



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Why passive investors should avoid making the same mistakes as active investors

Interest in passive investing has increased in India over the last few years. This trend was driven by perceptible outperformance: first was the increase in interest in Nifty Next 50 – as usual...



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582 US Large cap funds outperformed S&P 500 over the last 10 years

Over the past few years, freefincal has regularly reported how hard it has been for Indian fund managers to beat the Nifty/Sensex and the Nifty Next 50. Did you know that 582 US large cap mutual...



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A debt mutual fund screener for selection, tracking and learning (March 2021)

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 the requirement of investors who wish...



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For 8Y I only used FDs: How to get started with equity MFs?

Swarup asks, “I am a salaried employee for 8 years, having good pay. Due to a lack of knowledge, I never invested in MFs. I do not have a goal yet. But I want to maintain a 50-50 asset...



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How rising US bond yields are affecting stocks

If you are actively following the financial news nowadays, you might have read that ‘US Bond Yields Rising’ and that this is causing the volatility that we see currently in the Indian Stock Market....



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One year after stock market crash: lessons learned

One year ago, on March 23rd 2020, the stock market stopped falling in fear of the global economy coming to a standstill due to the pandemic.  From Feb 18th 2020 to March 23rd 2020, the Nifty fell by...



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ICICI Prudential Nifty Low Vol 30 ETF FOF Review

This is a review of ICICI Prudential Nifty Low Vol 30 ETF FOF, an open-ended fund of funds scheme investing in ICICI Prudential Nifty Low Vol 30 ETF. We try to answer two main questions that...



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