M. Pattabiraman's Blog, page 254

Franklin India Equity Fund (Prima Plus) Review: slipping performance?

Come September 2019, Franklin India Equity Fund (previously called Franklin Prima Plus) would complete 25 years – the 3rd such fund from the AMC (along Bluechip, Prima). In this performance...

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Can I afford that new phone/bike/car? Here is a simple way to find out!

Are you worried if you can afford that new phone or bike or car? Feeling guilty and tempted at the same time? Here is a simple way to find out affordability & organises finances so that you can...

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We lost sleep after using a retirement calculator! This is how we recovered

Most of us would take an instant liking to those who ask intelligent, logical questions. If they are (much) younger than you, it is also both exhilarating and inspiring at the same time. Sandeep...

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My Handpicked Mutual Funds April 2019 (PlumbLine)

PlumbLine is my list of handpicked mutual funds. This was started in Sep 2017 for beginners to accompany the freefincal robo advisory template. This is the April 2019 edition. If you are seeing this...

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Which ITR Form Should I use for A.Y. 2019-20?

The Income Tax Department has published ITR forms for A.Y. 2019-20. You can use this article to quickly determine which form is right for you. As on date, only the PDF version of the forms are...

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Can I invest in MNC Funds? Review: UTI MNC Fund vs ABSL MNC Fund

MNC mutual funds invest a major portion of their portfolio in multinational corporations (MNCs). Since MNCs typically run efficient businesses, they are good picks in an individuals stock portfolio....

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Why Understanding Sequence Risk is Crucial for Investing Success!

When people say, “over the long term equity will provide good returns”, they often forget or do not want to consider (if they are sales guy) how monthly or annual return sequences combine...

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How to screen for high-return, low-risk mutual funds

A couple of days ago, I had published the freefincal April 2019 equity mutual fund screener. A new excess return vs excess risk screen has been introduced. That is, you can look for funds that have...

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Are you ready for a mature approach to personal finance?

In this guest post, SEBI registered investment advisor Avinash Luthria who is part of my list of advisors and fee-only India discusses six simple and elegant approaches to managing money. Avinash...

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Shortlist Consistent Equity Mutual Funds (April 2019) with this sheet

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

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