M. Pattabiraman's Blog, page 261

Lessons from best and worst performing mutual funds of 2018

Here are lessons from the best and worst performing mutual funds of 2018. None of the funds mentioned are to be considered for investment. Observing annual returns can make us understand risk better...

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HDFC Balanced Advantage Fund: Still a fantastic performer!

This is a performance review of HDFC Balanced Advantage Fund, previously HDFC Prudence Fund. Does it still make sense to consider this fund or continue investing in it? Let us find out by comparing...

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Review your mutual funds in three simple steps!

Here are three simple steps to review the mutual funds we hold. When we select a fund, we look at past performance: last three years, five years etc. However, the moment we buy units of a particular...

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Returns & corpus lost to commissions in regular plan mutual funds: 6th anniversary report

Jan 1st 2019 marks the sixth anniversary of introducing direct plan mutual funds (where no commissions are removed daily from invested value before publication of NAV). This is the returns and corpus...

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ICICI Prudential Bluechip Fund (Focused Bluechip): Great past, but will it last?

ICICI Prudential Focused Bluechip was launched in May 2008 right in the middle of the 2008 meltdown Armed with a lean AUM and 20-twenty stock mandate, the management could navigate the crisis well...

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Strange, but true! How mutual funds beat the index!

Here is a strange but true fact about how mutual funds beat the index! It is also the reason why I keep stressing on downside protection. Mutual funds that beat the index consistently find it easier...

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Fee-only Advisor Abhishek Kumar’s tap dancing to financial freedom

Abhishek Kumar joins the freefincal list of fee-only financial planners and to mark the occasion, here is an account of his chequered journey. Abhishek is also part of fee-only India an association...

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Kotak Standard Multicap Fund Review: Too much AUM, too soon?

This is a performance review of Kotak Standard Multicap Fund, previously known as Kotak Select Focus Fund.  As on date, this fund has consistently outperformed its benchmark in terms of risk and...

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Create your own low volatility, momentum stock list with this NSE download

Here is how you can create your own low volatility, momentum stock list with this download from the NSE published each month. Each month I hope to publish such a list (see: Nine momentum stocks with...

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Mutual fund investors do not want the truth! They want fantasies of guaranteed returns!

I have been posting one video a day for the last 40 days and YouTube has taught me about what mutual fund investors want during this time that Facebook (Asan Ideas for Wealth) did in years. Mutual...

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