M. Pattabiraman's Blog, page 279

Why you should not worry when the stock market hits an all-time high

Each time the markets move up for a few sessions, it makes many investors uncomfortable. Is it a bubble? Is it euphoria? They wonder and if the movement results in an all-time time, the worry...

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Market Timing with the Motilal Oswal Value Index (MOVI)

In the 6th part on the series on tactical asset allocation techniques based on market timing, we evaluate the Motilal Oswal Value Index (MOVI) over five-year vs ten-year periods. The MOVI index data...

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Can I Catch Up if I Started Investing Late?

“I started investing Late, Can I Catch Up?” I am often asked this question. The catching up here refers to being able to create an adequate retirement corpus. The answer depends on the...

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Free Direct Mutual Fund Portals: Is this a healthy development?

Change in any sphere of life is inevitable. In the last decade or so, change has been so rapid in the Indian financial industry space – especially that concerning mutual funds and investment...

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Will large cap mutual funds struggle to beat Nifty 100 Equal Weight Index?

Using the August 2018 Equity Mutual Fund Performance Screener published yesterday, we find out how large-cap and value-oriented mutual funds have fared against the Nifty 100 Equal Weight Index. This...

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August 2018 Equity Mutual Fund Performance Screener

The freefincal Equity Mutual Fund Performance Screener August 2018 edition is available for download. Use this screener file to hunt for equity funds that have consistently outperformed category...

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A list of equity mutual funds with low risk and good returns

Here is a list of equity mutual funds with low risk and good returns. There are 53 such funds across ten fund categories. How and why I compiled this list: Parag Parikh Long-Term Equity Fund (PPLTE)...

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How to buy an Audi Car: Planning a financial goal from start to finish

One of my favourite quotes about goals is by Harvey Mackay: “A dream is just a dream. A goal is a dream with a plan and a deadline.” That just about sums it up!! In this post, let us look at how to...

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Interested in ETFs? Here is how you can select ETFs by checking how easy it is buy/sell them

An exchange-traded fund (ETF) is one in which each unit of the fund (a basket of stocks or bonds) is traded among other unitholders via a demat account. How easily one is able to buy and sell these...

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Judging fund managers by whether they invest their own money or not is wrong!

Skin in the game refers to a situation where the major decision makers (in any field) have a personal stake in the decisions that they make. In finance, one example is a fund manager and/or fund...

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