M. Pattabiraman's Blog, page 242

NPS Tier 1 Equity Scheme Performance vs Nifty 50 and Nifty 100

Here is how the NPS Tier 1 Equity Schemes (“E”) have performed since inception. Many mistakenly assume NPS equity schemes are index mutual funds tracking Nifty 50. A look at the scheme...

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Creating the “ideal” retirement plan with income flooring!

Let us think about it for a moment: What is the ideal retirement plan? One that guarantees income for our lifetime, one that helps tackle inflation and unexpected expenses after retirement. All this...

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Do you have the courage to buy an asset class when it is not doing well and sell when it is?!

Happy Teachers Day! There is no greater teacher than life in general and El Mercado – the market – in particular. We often forget its most important lesson: buy an asset class (eg gold or...

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September 2019 Momentum, Low Volatility Stock Screener

Download the Sep 2019 momentum, low volatility stock screener for 100 stocks from the Nifty 100.  Only 11 stocks qualify this time after filtering stocks with (1) positive 1-year return (2) price...

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How we sense risk of investing a lump sum (five lakhs) in stocks: survey results

Investors sense the risk of investing a lump sum in stocks in different ways. Here are two dramatically different Facebook poll results on the subject conducted at Asan Ideas For Wealth (AIFW) and...

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LIC’s Tech Term: How to buy online

Here is how you can buy LIC’s Tech Term online step by step. Kindly note that at the time of writing (2nd Sep 2019), the purchase portal is still new. You may expect them to test it and make some...

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LIC’s Tech Term Premium Comparison: Still expensive that private insurers!

LIC’s Tech Term is now available for purchase from its online portal. However, LIC’s Tech Term Premium is still a few thousands more than term policies from private insurers. Waiting for...

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LIC’s Tech Term Premium is still expensive compared to private insurer policies!

LIC’s Tech Term is now available for purchase from its online portal. However, LIC’s Tech Term Premium is still a few thousands more than term policies from private insurers. Waiting for...

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Axis Long Term Equity Fund Review: Has performance slipped?

Axis Long Term Equity Fund was the darling of first-time mutual fund tax savers a couple of years ago. Has its performance slipped? Is this because of its large AUM? Can existing investors continue?...

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NIFTY100 Alpha 30 Index Review: How good a “factor” is alpha?

NSE has launched a new strategy index (aka factor-based index, aka smart beta index),  the NIFTY100 Alpha 30 Index from June 28 2019. The NIFTY100 Alpha 30 index consists of 30 companies from Nifty...

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