M. Pattabiraman's Blog, page 251

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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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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