M. Pattabiraman's Blog, page 239

Fixed Income Investment Options For Accumulating Retirement Corpus

Everyone agrees that a good amount of equity exposure is necessary for building a retirement corpus capable of handling inflation when income from employment stops. This can be done via some mix of...

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Which Nifty, Nifty Next 50, Sensex index funds have lowest tracking error?

Let us find out which index funds tracking the Nifty, Sensex or Nifty Next 50 have the lowest tracking error using a simple and easy to understand method. If there is enough interest, I shall publish...

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How I Helped a Young Nuclear Family Invest For Their Children’s Future

When a couple has children, securing their future is a top priority. In this article, SEBI Registered Investment Advisor Preeti Zende discusses the case of a couple, Venkatesh and Latha who desire...

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Momentum, Low Volatility Stock Screener (Oct 2019)

This is the Oct 2019 momentum, low volatility stock screener for 100 stocks from the Nifty 100.  This month 15 stocks qualify after filtering stocks with (1) positive 1-year return (2) price >...

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Axis Focused 25 Fund Review: Outperformance at extra risk!

This week, let us consider, Axis Focused 25 Fund, study its portfolio history and compare performance with its benchmark and peers. In case you missed out on yesterday review, do check out Franklin...

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Franklin India Ultra Short Bond Fund Review: When and how to invest

Franklin India Ultra Short Bond Fund is one strange fund, some might even call special! About 80% of its portfolio has a credit rating lower than the highest and yet the fund has somehow managed to...

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Which Mutual Fund Categories do Retail Investors Use? AMFI Report

Interested to know which mutual funds retail investors prefer, how high Networth Individuals invest? Let us take a look at the Association of Mutual Funds in India – AMFIs AUM-Category /...

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Do not make these mistakes while planning your retirement!!

A lot of people start contemplating retirement because a ‘back of the envelope’ calculation shows them that they now have created a corpus high enough to meet their annual expenses. Fed up of the...

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Handpicked List of Mutual Funds October 2019 (PlumbLine)

This is my list of handpicked mutual funds for Oct 2019 (fourth quarter). New and old investors can use it according to their specific needs. Called “PlumbLine”, this was started in Sep...

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Just started investing in mutual funds? Here is what you should do next!

If you have just started investing in mutual funds over the last few years, perhaps via a SIP, then here is what you should do next! These would help increase confidence and not fear market crashes....

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