M. Pattabiraman's Blog, page 243

How much US stocks should your portfolio hold?

Each time the S&P 500 provides a return higher than local Indices, Indian investors want to know if they can hold US Stocks. Does this make sense? If so, how much exposure should they have? The...

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Momentum, Low Volatility Stock Screener (Nov 2019)

This is a momentum stock screener with low price volatility (Nov 2019). The screener covers 100 stocks from the Nifty 100 Index The post Momentum, Low Volatility Stock Screener (Nov 2019) appeared...

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Franklin India Bluechip Fund has not beaten the Nifty for the last 11 years!

Franklin India Bluechip Fund is the tenth oldest mutual fund in India open for subscription. It is currently rated one star by Value Research, A look at its journey over the years and what current...

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No Cost EMI: How does it work? Is there a catch involved?

How does No Cost EMI work? Is there a catch involved? What is the cost? Is it worth going for? Let us find out with an example. The post No Cost EMI: How does it work? Is there a catch involved?...

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Kotak Equity Opportunites Fund Review: A Steady performer

Kotak Equity Opportunites Fund is an open-ended large and midcap fund. In this review, we study how consistently the fund has performed when compared with its benchmark and category peers The post...

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Why Midcap Mutual Funds may struggle to beat this New Index from NSE!

The NSE has launched a new strategic index, the NIFTY Midcap150 Quality 50 Index. We find out how well active midcap mutual funds have fared against this index The post Why Midcap Mutual Funds may...

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I achieved financial independence at 35: My journey and lessons

A reader shares her journey to financial freedom. How it changed her life and how the formula for financial independence is simpler than we think! The post I achieved financial independence at 35:...

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Why SEBI should stop frequent mutual fund expense ratio changes

Evidence is presented that many mutual funds suddenly decrease the expense ratio of direct plans to invite AUM and increase it back again to profit. It is time for SEBI to curb such frequent changes....

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Worried your income is not enough? Here is how you can plan for financial goals

Are you worried that you will not be able to achieve your financial goals like kid's education and retirement with your income levels? Here is a step by step solution The post Worried your income is...

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These 71 mutual funds were hit by bond rating downgrades in Sep 2019

In Sep 2019, 71 mutual funds across 12 categories were hit by bond rating downgrades. At the same time, 12 mutual funds across 4 categories saw rating upgrades. This is a list of both. The post...

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