M. Pattabiraman's Blog, page 188

How Rohit’s early struggles defined his investment journey

In the seventh edition of personal finance audits by readers, we meet 30-year old Rohit whose early struggles led him, to start investing early in a goal-based manner. As regular readers may be...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Financial independence lessons in a “Xerox shop”!

In this article, Venkat describes how an incident in a “Xerox shop” changed his outlook on financial independence and financial literacy.  Venkat, 32, changed his perspective towards...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Six Index Funds “Outperform” their benchmarks in the last year!

There are currently 32 index funds with at least one-year history as on Jan 28th 2021. If we compare their one-year trailing returns with the respective benchmark (total return indices), six index...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

These are the most popular direct plan mutual funds

The AUM (asset under management) of mutual funds reported in most online portals is the total value. AUM of the regular plan (commissions removed before NAV declaration) plus AUM of the direct plan...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

IDFC Bank Credit Card: What you need to know

IDFC Bank Credit Card is a new offering from IDFC Bank. Just like the pricing of its Savings Account, i.e. 7% for all balances less than INR 1 Crore, it appears IDFC Bank is planning to disrupt the...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

How to manage passwords safely and protect our privacy

It goes without saying that the protection of online privacy and financial transactions are of utmost importance. This article discusses how we can protect our privacy with strong passwords and how...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

How Abhisek funded his marriage & is on track to financial freedom

In the sixth edition of personal finance audits by readers, we meet Abhisek; learn how he achieved his first goal – fund his marriage 100% and use that as education and inspiration to move...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Which mutual funds did investors prefer in 2020?

In this article, we list the mutual funds investors preferred in 2020 by estimating fund inflows. Yesterday, we discussed the AUM change in Parag Parikh Flexicap Fund: and how it grew by 147% in...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

AUM of Parag Parikh Flexi Cap Fund grows by 147% in 2020!

The AUM (asset under management) of Parag Parikh Flexi Cap Fund (previously known as Parag Parikh Long Term Equity Fund) grew by 147% in 2020. This article evaluates the AUM growth of this fund and...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

What return should a 30-year-old investor aim for their retirement portfolio?

Let us discuss a question received a few days ago: “What return should a 30-year-old investor aim for their retirement portfolio?” Retirement is assumed to be a good 25 years away. The...



{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}