M. Pattabiraman's Blog, page 252

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...

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

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...

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

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...

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

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...

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

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...

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

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...

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Six ELSS Funds that have consistently beat Nifty LargeMidcap 250 Index!

Here are six ELSS mutual funds that have consistently beat Nifty Largemidcap 250 Index (incl dividends). These were shortlisted with the Equity Mutual Fund Performance Screener July 2019. You can use...

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Equity Mutual Fund Performance Screener July 2019

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

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Nifty 50 Value 20 (NV20) Index: Is this better than Nifty 50?

The Nifty 50 Value 20 index (NV20) comprises of 20 large cap value stocks from the Nifty 50. There are currently three ETFs that track this index. So the natural question to ask is, is Nifty 50 Value...

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}

Quantum Equity Fund of Funds Review: Time for a makeover?

The idea behind Quantum Equity Fund of Funds is fantastic. This is a mutual fund that invests in diversified equity mutual funds (other than Quantum), so instead of worrying about which fund to buy...

{Please click on the title to continue reading the post. Do share your comments and browse other posts. Thank you.}