M. Pattabiraman's Blog, page 245

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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Forget Buffettisms/Mungerisms: try these 2000 year old personal finance tips!

The other day, I was in a get-together, and the topic of personal finance came up. One of them asked where to start. There was an inevitable chorus of “security analysis”, “intelligent investor” and...

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DSP Small Cap Fund: Is this any good anymore?

DSP Small Cap Fund (previously known as DSP Micro Cap Fund) was the darling of mutual funds after the Indian market “recovered” in later 2014. I last reviewed the fund in Aug 2017. Time...

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International mutual funds: Should I invest in them?

Each time investors recognise that the Indian stock market will not always keep moving up, they start asking, “should I include international mutual funds in my portfolio for...

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Six Consistent Small Cap Mutual Fund Performers

Here are six small cap mutual funds that have consistently beaten mid cap and small cap benchmarks in terms of both risk and reward. A few days ago, we discussed why your small cap mutual fund must...

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Is this a good time to buy mid cap and small cap mutual funds?

Social media seems to be an excellent psychological indicator of market sentiment. When the doomsday and recession forwards increase, investors with financial needs decades away should probably buy...

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Please help if you are working with a fee-only financial advisor

Dear reader, as many of you know for more than five years, I have been maintaining a list of SEBI registered fee-only financial advisors who guide clients without any commissions or conflict of...

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Why your small cap mutual fund must beat this benchmark!

Small cap mutual funds are weird creatures. They would offer spectacular happiness followed by an equal amount of sorrow in quick time. This is the reason I prefer a mid cap fund with a right amount...

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Axis Bluechip Fund: Can this be used to beat Nifty?

Axis Bluechip Fund has had an impressive track record. Can this be used as an active large cap fund to beat Nifty at lower risk? Let us find out. This question assumes importance because active large...

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Has SEBI’s Mutual Fund Categorization Rules Helped Investors?

In October 2017, SEBI announced its Categorization and Rationalization of Mutual Fund Schemes. This was done to bring some uniformity in funds belonging to the same category by restricting their...

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