M. Pattabiraman's Blog, page 244

Worried about Recession, market crash & job loss? Focus on this instead!

We are living in a time where half a data point is enough to announce trends, patterns prophecies. Every week one guy says the markets are going to tank and another says it will do well. The latest...

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What we can learn from a ten year SIP in Sundaram Midcap Fund

A ten-year SIP can teach us many things about risk and reward. I have one running in Sundaram Midcap Fund for a relative. This was just an Rs. 500 SIP in a quiet, reasonably consistent fund. I tried...

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How investors get fooled into buying mutual funds with wrong expectations

Most investors, thanks to wonderful propaganda by the AMCs, believe mutual funds would give them fantastic returns and invest with wrong expectations. They also are made to think “staying...

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Four Consistent thematic Mutual Fund Performers

Here are four thematic mutual funds that have consistently outperformed the Nifty 100 Index and Nifty Large Midcap 250 index (dividends included) over every possible 1,2,3,4,5 year periods since...

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Aug 2019 Equity Mutual Fund Performance Screener

The freefincal Equity Mutual Fund Performance Screener (Aug 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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ICICI Prudential Asset Allocator Fund: Here is why you should avoid this!

ICICI AMC is busy pushing its ICICI Prudential Asset Allocator Fund down the throats of any investor gullible enough to take their “advisor” seriously.  Why? Probably because the AMC sees...

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ICICI Prudential Large & Mid Cap Fund: Will this work for you?

This week, we take a look at ICICI Prudential Large & Mid Cap Fund and ask if this can be used a single-portfolio fund. How well did it do in the past and if its makeover due to the SEBI...

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Should we book profits from mid cap and small cap funds tactically?

It is well known that Mid cap and small cap funds are volatile. They can provide stellar returns or losses in quick time. Does it make sense for investors to book profits from mid cap and small cap...

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Stock market investment risk will not reduce “over the long term”!

The mutual fund industry has a simple sales mantra. Tell investors not to worry about market volatility because everything will turn out okay in the end! Even the NSE said market volatility is...

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August 2019 Momentum, Low Volatility Stock Screener

Download the Aug 2019 momentum, low volatility stock screener for 100 stocks from the Nifty 100.  Half the stocks in the top 15 stocks from the last month have changed!! The top 15 is determined...

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