M. Pattabiraman's Blog, page 241

How lifestyle inflation can impact our financial stability

We often focus a lot on regular inflation while planning for our goals and cash flows. But a very important aspect which gets missed is ‘Lifestyle Inflation’. This is the concept where a person...

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How many equity mutual funds beat the benchmark in September 2019?

We find out how many equity mutual funds beat category benchmarks in September 2019. We also find out how many did so at lower risk! The category benchmarks are those used in the Sep 2019 Equity...

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Want lower risk & higher return mutual funds? Spot them easily this way!

Do you want mutual funds that have got a higher return than a benchmark at lower risk? Then here is an easy way to spot them! In order to do this, I must first define “return”. This is...

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Sep 2019 Equity Mutual Fund Performance Screener

The freefincal Equity Mutual Fund Performance Screener (Sep 2019) is available for download. Use this screener file to easily find best-performing equity funds among 300 equity funds that have...

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Axis Small Cap Fund Review: Should this be part of your portfolio?

This is a review of Axis Small Cap Fund that has recently caught the attention of mutual fund investors. At the time of writing, it is the only fund with a positive one-year trailing return. So...

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Build an equity mutual fund portfolio with these simple steps

Build an equity mutual fund portfolio with these simple steps by SEBI Registered Investment Advisor Swapnil Kendhe. Yesterday Swapnil discussed equity portfolio construction for retail investors with...

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Everything you need to know about equity portfolio construction

This is a step by step guide on equity portfolio construction for retail investors with a listing of options available and pros and cons of each by SEBI Registered Investment Advisor Swapnil Kendhe...

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Why your investments need a goal even if you don’t!

You might have seen financial advisors or bloggers like me chant repeatedly “invest with a goal”, “invest with a goal”. Have you ever wondered why? After all, many people...

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Are you a DIY investor? Be careful what you read and how you apply stuff

A DIY investor invariably ends up reading a lot of stuff (and fluff). One typically starts with basic finance and business books, one thing leads to another and next thing you know, you end up...

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How to select a health insurance policy in 2019: A Webinar

Selecting a suitable health insurance policy is one of the most difficult decision in personal finance. Yet it is one of the most important steps that cannot be avoided. It would make a big...

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