M. Pattabiraman's Blog, page 245

These are the worst mutual funds over the last six years!

These are the worst mutual fund performers in 2019 based on their performance over the last five years against a category benchmark. The Oct 2019 Equity Mutual Fund Performance Screener can be used...

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Oct 2019 Equity Mutual Fund Performance Screener

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

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SBI Bluechip Fund Review: Can this outperform Nifty 100?

This is a performance review of SBI Bluechip Fund. Started in Feb 2006, it has grown to become one of the biggest large cap funds with 22746.36 Cr as on 30 Sep 2019, much of it in recent years. Does...

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Franklin India Savings Fund Review: Who should invest

This is a review of Franklin India Savings Fund, an open-ended money market mutual fund that invests in bonds of up to one year and aims to lower interest rate fluctuations with low to moderate...

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Will you choose a risky mutual fund if it has a chance of beating the index?

Will you choose a risky mutual fund if it has a chance of beating the index? This is a question that can be convincingly answered, yes or no. Here is how 233 investors responded and what it means to...

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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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