M. Pattabiraman's Blog, page 204

Stocks with momentum and low volatility for August 2020

Stocks with momentum and low volatility for August 2020 are listed in this stock screener for 100 stocks from the Nifty 100. This month 19 stocks quality (two new entrants) after filtering Nifty 100...



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Nifty Next 50 stocks with weights for August 2020

List of Nifty Next 50 stocks with index weightage and market capitalization are tabulated for August 2020. These are 50 companies from NIFTY 100 after excluding the NIFTY 50 companies representing...



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These 62 indices gave more than 10% 15-year SIP returns

Here are 62 indices from NSE, BSE and CRISIL with more than 10% returns from a 15-year SIP from 1st Aug 2005 to 7th Aug 2020. This completes our 15-year SIP return series. Here are links to the...



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PPF vs Gilt mutual funds: Which has done better over 15 years?

While the Public provident fund offers risk-free, gradually varying returns, a govt bond provides risk-free, constant income. If we buy it via a gilt mutual fund then its daily value depends on...



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Nifty SIP provides 2% real return over 15 years but underperforms Japanese equity by 50%

A SIP in the NIfty 50 started 15 years ago would have resulted in a real return of about 2%. A real return is an excess return over inflation and a measure of how purchasing power has been preserved...



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15-year SIP returns for 71 out of 148 equity MFs is less than 10%

In this 15-year equity mutual fund SIP report, we tabulate returns for 148 equity-oriented mutual funds to find only 71 managed a return greater than 10%, and out of these 71, 17 are...



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This useful feature of PPF deserves more attention!

When it comes to the public provident fund (PPF), investors tend to focus on its risk-free, tax-free and tax-saving benefits. In fact, even those who cannot afford to do so, scour around to find Rs....



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Nifty 50 stocks with weights for August 2020

Nifty 50 stocks with index weightage and market capitalization are tabulated for August 2020. These 50 out of the 1600 companies traded on the NSErepresenting 65% its float-adjusted market...



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Equity Mutual Fund Performance Screener August 2020

The freefincal Equity Mutual Fund Performance Screener (August 2020) is now available. Inside, you also get an Rs. 1000 off, discounted link to the lectures on goal-based portfolio management. Screen...



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There is more to investing than just getting high returns!

Investors tend to obsess on returns – either they want a high return and do not mind taking extra risks or they want an assured return with the safety of principal. Either way, there is more to...



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