M. Pattabiraman's Blog, page 215

My retirement equity MF portfolio return is 2.75% after 12 years!

When I first computed the overall equity mutual fund portfolio return for my retirement corpus after the crash it was close to 10%. I thought, hey that does not seem bad! Maybe with time, the...

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

Momentum, Low Volatility Stock Screener May 2020

This is a momentum stock screener with low price volatility (May 2020). The screener covers 100 stocks from the Nifty 100 Index Inside, you also get an Rs. 1000 off, discounted link to the lectures...

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

Nippon India Nivesh Lakshya Fund Review: Who should invest?

Nippon India Nivesh Lakshya Fund is an open-ended long-duration debt scheme investing in instruments such that the Macaulay duration of the portfolio is greater than 7 years. We discuss the nature of...

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

Sensex gains 19% in April but worst is yet to come?

A 19% monthly return from the stock market without any background or context would seem something to cheer about. However with India at least weeks away from flattening the curve, the worst for stock...

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

SEBI RIA Melvin Joseph releases free e-book: Health Insurance Simplified

Melvin Joseph, one of India first SEBI registered investment advisors has released a free ebook titled Health Insurance Simplified (download link below). It explains all terms and definitions of a...

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

A simple thumb rule for retirement with financial independence

This is a simple thumb rule for computing how much money we require for financial independence and retirement  normal or early (aka FIRE).  You can also download a free e-book, an Excel sheet...

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

Selecting index funds: Lowest expenses does not mean lowest tracking error!

We present tracking error data for various durations and discuss how to select an index fund with it. We find that funds with lower AUM and higher expenses could also track the index well! The post...

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

Nifty + Nifty Next 50: What is a good mix?

Want to combine NIfty Next 50 Index fund and NIfty 50 Index fund? Here is how the mix has performed in the past The post Nifty + Nifty Next 50: What is a good mix? appeared first on freefincal.

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

Liquid funds vs Other debt funds – Differences you need to know about

These are some essential differences between liquid funds and other debt funds that investors need to know about The post Liquid funds vs Other debt funds Differences you need to know about...

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

Eight Sectoral (Thematic) Mutual Fund Outperformers

Here are eight thematic or sectoral mutual funds that have consistently beaten the Nifty 100 Total Returns Index in terms of both risk and reward. Five of them with the same theme! The analysis was...

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