M. Pattabiraman's Blog, page 208

Momentum, Low Volatility Stocks for July 2020

This is the July 2020 momentum, low volatility stock screener for 100 stocks from the Nifty 100. Inside, you also get an Rs. 1000 off, discounted link to the lectures on goal-based portfolio...



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

NPS Tier II Tax Saver Scheme: Should you invest?

The finance ministry has notified the National Pension Scheme Tier II- Tax Saver Scheme, 2020 under section 80C for central government employees. What is the national Pension Scheme Tier II- Tax...



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

Five stocks replaced in Nifty Next 50 from June 26th

The NSE has made several changes to its indices in its late-June portfolio reset. Notable are fives changes in Nifty Next 50, twelve from Nifty Midcap 100 and twenty-five from Nifty 500. Here is a...



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

Sovereign Gold Bonds 2020-21 (Series IV): Who should buy?

The fourth tranche of Sovereign Gold Bonds 2020-21 (Series IV) will be available for sale from July 6-10, 2020. The issue price of the Bond per gram during the subscription period will be Rs 4,852....



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

Are you planning for retirement the right way?

Retirement planning is the hardest exercise in financial planning or in other words making sure we are heading towards an adequate retirement corpus that will outlive us. There are many unknowns and...



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

Bharat Bond ETFs 2025 & 2031: Why you should not buy such products!

The second tranche of Bharat Bond ETFs from Edelweiss AMC will be available for purchase from July 14th 2020. Here is why investors should not buy such products in the name of safety. What is Bharat...



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

July 2020 Equity Mutual Fund Performance Screener

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



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

Axis Small Cap Fund: SIP Performance Review

We compare the SIP performance of Axis Small Cap Fund with multiple smallcap and midcap indices like Nifty Smallcap 250, Nifty Midcap 150 etc. All total return indices. Kindly note although we shall...



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

Can we invest in Quantitative Mutual Funds (Quant Mutual Funds)?

The SEBI MF categorization rules have many loopholes. Among these, there is no limit on the number of thematic funds an AMC can offer (unlike large cap, mid cap etc). This is the reason for increased...



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

How I achieved the dream of a own house & became debt-free by 36

In this edition of reader story, Kannan Hariharan describes his financial journey from humble beginnings to buying a house, becoming debt-free and starting as a goal-based DIY investor. His journey...



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