M. Pattabiraman's Blog, page 20

Equity Mutual Fund Screener Mar 2025: Shortlist consistent performers

The latest freefincal Equity Mutual Fund Performance Screener is now available. Use it to screen for consistently performing equity mutual funds. You can screen based on fund category & benchmark and spot mutual funds with a higher return than a benchmark at a lower risk. Inside, you get discounted links to our robo advisory tool...

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My financial journey: How I missed the Compounding Bus!

In this edition of the reader story, a reader bravely shares his mistakes, hoping that younger people will not repeat them. About this series: I am grateful to readers for sharing intimate details about their financial lives for the benefit of readers. Some of the previous editions are linked at the bottom of this article. You can...

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Capital Gains Taxation Rules Ready Reckoner for FY 2025-2026

This is an updated capital gains taxation rules ready reckoner by tax expert Manmohan Sethumadhavan after taking into account the amendments to the Finance Bill 2025. Only two changes were to capital gains taxation rules in Budget 2025 and these were covered by Manmohan earlier Budget 2025: Changes in taxation of Alternative Investment Funds (AIFs) Budget...

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National Pension Scheme Fund Screener Mar 2025: Shortlist consistent performers

This is a National Pension Scheme Fund Screener to shortlist consistently performing NPS schemes. You can also spot NPS schemes with a higher return than a benchmark at a lower risk. This is similar in design to the freefincal Equity Mutual Fund Performance Screener. Inside, you get discounted links to our robo advisory tool and...

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Why investing in equity is hard and how to be good at it

Each time the stock market falls, a new generation of investors learns how risky it can be, especially small cap and cap segments (which includes the Nifty Next 50). Equity investing is challenging for two reasons. 1) It requires incredible patience, discipline and conviction. See: Now Is the Best Time to Invest: Do not stop or...

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The Evolution of Nippon India Small Cap Mutual Fund – a technical report

Nippon India Small Cap Fund, launched in September 2010, is the largest small cap fund in the category with an AUM of Rs. 57,010 Crores (as of 31st Jan 25).  This is a technical report of how it has evolved. About the author: This article is written by a reader who prefers anonymity. The opinions...

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How I corrected my financial mistakes and found contentment

Last Updated on March 4, 2025 at 9:49 am In this edition of the reader story, we meet a software professional and certified table tennis coach from Coimbatore. About this series: I am grateful to readers for sharing intimate details about their financial lives for the benefit of readers. Some of the previous editions are...

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Stocks with low volatility and momentum for Mar 2025

We publish a list of stocks with low volatility and momentum each month. We provide data for BSE 500 and BSE 100 stocks. There are now three different screener files available. (1) Stocks with low volatility and momentum from the BSE 100 large cap universe are available as a separate file (2) Stocks with low...

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Now Is the Best Time to Invest: Do not stop or redeem your equity investments!

The equity market has been falling since September 2024. If you are losing patience and thinking about stopping or redeeming your equity investments, don’t! Now is the best time to invest – as long as your goals are far away! Even if we buy into the (incorrect*) belief that “over the long term, the stock...

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I wish to add gold to my portfolio – is this the right time?

You hold two asset classes in your portfolio (say equity and fixed income). Now, you are tempted to hold another asset class (say gold, at the right or wrong time; it does not matter). Every choice comes with its consequences and responsibility. Once you have a 3rd asset class, the risk in the portfolio can...

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