M. Pattabiraman's Blog, page 267

Review: Mirae Asset Hybrid Equity Fund

This is a return vs risk performance review of  Mirae Asset Hybrid Equity Fund (previously known as Mirae Asset Prudence Fund) vs Nifty 100 Equal weight Index. Although looking for consistent...

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Teaching kids the power of compounding: an experiment with my son

I discuss how the power of compounding can be explained to children with an example. The video of an experiment with my 8Y old son is also included. For children under ten, the essential point to be...

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Open Letter to AMCs: Why are you not pushing Risk-free Debt funds enough?

In this open-letter to mutual fund AMCs, I ask why they not pushing risk-free debt mutual funds when it is so easy to do so?! Yes, a mutual fund with essentially no interest rate or credit risk. In...

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Don’t make this mistake! Alpha of a fund/stock is NOT excess return above market!

One of the most common investor mistakes is to assume that the alpha of a fund or stock or portfolio represents the excess return over a market index or relevant benchmark. This is technically and...

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After 10 years my equity return is 9% – Yay! Here is why I am not worried

Yes, that is right!  After 10 years of investing, my equity return is 9%, well 9.46% to be exact. But I am not worried, and I hope you are not too. Here are some takeaways from this journey and a...

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Talking to my son about money and investing

I occasionally talk to my son about money, inflation and investing. So I decided to test how much he has understood. Here is the video. Also, the video version of Can I start Index investing with 50%...

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Don’t miss this opportunity to increase equity by rebalancing your portfolio!

Here is why I think this market “correction” is a great opportunity to rebalance our portfolios and increase equity exposure (video version included below). However, this opportunity is...

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Lessons from my SIP in Sundaram Select Midcap Fund

Somethings never change! When the markets are moving up, everyone wants a piece of the action. When it starts to move down, they get restless and start complaining about lack of returns. The problem...

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Can I start Index investing with 50% Nifty 50 and 50% Nifty Next 50?

As readers may be aware, over the last few months I have presented evidence that the Nifty Next 50, Nifty 100 and Nifty 100 Equal Weight indices are hard to beat and only about half the funds in any...

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List of funds that have outperformed Nifty 200 & Nifty Midcap 150 Total Return Indices

Here is a list of mutual funds that have outperformed Nifty 200 & Nifty Midcap 150 Total Return Indices as on October 2018. The data is sourced from the October 2018 Equity Mutual Fund...

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