M. Pattabiraman's Blog, page 255

June 2019 Equity Mutual Fund Performance Screener

The freefincal Equity Mutual Fund Performance Screener (June 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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SBI Magnum Constant Maturity Fund: A Debt Fund With Low Credit Risk for long term goals!

SBI Magnum Constant Maturity Fund can be considered for the debt part of the portfolio to be used for long term goals nearly free of credit risk (as per current scheme rules). The fund will invest at...

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Download a Health Insurance Policy Comparison Spreadsheet

This is a health insurance policy comparison spreadsheet prepared by  K R Lakshminarayanan for his personal use. He has kindly come forward to share it with all of us. Use it as a base for comparing...

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How good are the top 10 stocks of NIFTY Quality Low-Volatility 30 Index?

When it comes to stock selection, two questions are always on the top of my head: (1) Is there a simple way to find out how good a business is? At least I must be able to identify stocks that I...

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Download free stock analysis spreadsheet & value stocks in multiple ways!

The 14th edition of the freefincal stock analyzer is now available for free download.  Since Morningstar changed to site layout the sheet could no longer download financials and many users wrote to...

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Tata Equity PE Fund Review: The steady performer

This is a performance review of Tata Equity PE Fund. We find out how consistently it has beat its benchmark and fares against peers in the category. Tata Equity PE fund is a value-oriented fund that...

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How to create a retirement income plan for 27-year old Amar (Case study)

We discuss how to create a retirement income plan with 27-year old Amar as a case study. We shall consider asset allocation for each year of investment before and after investment and how Amar can...

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How I lost Rs. 24,000 because of room rent sub-limits in health insurance

This is how I lost Rs. 24,000 on my health insurance claim due to the presence of room rent sub-limits. However, having a policy without such sub-limits is not a bed of roses either. Readers may...

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An open letter to my father: Even love cannot fill some gaps

Dear Dad, I had always heard that God takes good people first. I know you were too good, but why you were so good, Dad? I am writing this letter to you because I am unable to express my feelings to...

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Wait for revised ITR forms If you have capital gains to report!

This year (AY 2019-2020) if you have capital gains or losses to report for FY 2018-2019, then please wait for revised ITR forms (ITR2 and ITR3). A few weeks back I had pointed out that filing Equity...

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