M. Pattabiraman's Blog, page 266

Parag Parikh Long Term Equity Fund: Is it the right fund for you?

This is a performance review of Parag Parikh Long Term Equity Fund. Let us discuss what kind of investors should use this fund and who should avoid it. I have received many requests for this (3 just...

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How & why bank relationship managers destroy your wealth by mis-selling! Stay away from them!

For God’s sake or at least for the sake your family and hard-earned money stay away from bank relationship managers (RM). They mis-sell expensive and unsuitable products to customers who feel...

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Momentum Stock Investing in India: Does it work?

Stock momentum investing is a fascinating and counterintuitive concept like low-volatility stock investing. Momentum investing is essentially chasing stocks with good past performance! In this post,...

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Motilal Oswal Nasdaq 100 Fund of Fund: Do not invest!

Here is why you should stay away from Motilal Oswal Nasdaq 100 fund Of fund (MOFN100FOF) that will invest in Motilal Oswal Nasdaq 100 ETF (MOFN100). The NFO for this fund of fund is open between 9-22...

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My father will be retiring with 40 lakhs how should he invest?

More and more young earners are asking questions such as “My father will be retiring with 40 lakhs how should he invest?” Let us discuss strategies of retirement planning for senior...

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HDFC Mid-Cap Opportunities Fund – Performance Review

HDFC Mid-Cap Opportunities Fund needs no introduction to most fund investors. This 11+-year-old fund is one of the most consistent performers in the mid-cap category. In spite of its AUM almost...

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Stock Portfolio Update November 2018 (Lazy Investing)

Readers may be aware that from June 2018, I have started testing five stock portfolios based on NSE indices.  Their current status is reported in this post. Three of them are based on smart beta...

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Download A Personal Finance Self-Evaluation Checklist

Here is a personal financial self-evaluation checklist that can be used by beginners and veterans alike. It will help you organise your finances systematically and you go can well beyond these Five...

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This Diwali resolve to make these Five changes in your life by Jan 2019

November is the best time to make resolutions, not January. If you keep at it regularly, it will become a habit that you cannot shake off by January. So what better day to start than Diwali?! Here...

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Low volatility stock investing – Does it work? Higher returns at lower risk?

When I start asking my audience, is it possible to get higher returns at lower risk?  Many respond that it is not possible. I enjoy the surprise on their faces when they see evidence that low...

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