M. Pattabiraman's Blog, page 296

A tool to compare equity mutual fund portfolios – Updated July 2017 Edition

In an update to the Equity Mutual Fund Portfolio Comparison Tool, I have added the ability to add missing funds in the sheet thanks to a suggestion by Jithu Raj. You can use this sheet to compare the...

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Freefincal Q &A: Getting rid of health insurance; investing in Nifty Next 50

Each week I try and answer generic questions from readers. You can use the form below to ask your question. Paresh Valabhbhai Chauhan: Sir, i have approx seven lac rupee in my KOTAK saving bank. I am...

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What is wrong with ICICI Prudential Value Discovery Fund?

A so -called bull market reveals interesting behavioural traits. The worry about the dip in performance of ICICI Prudential Value Discovery Fund is part fact and part behavioural (in my opinion, of...

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Can I book excess returns from equity funds as profit from time to time?

Suppose my current annualised return from an equity mutual fund is 25% and my expectation is only 12%, can I book the excess return (13%) as profit into a safe investment? What if I do this from time...

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Freefincal Q & A: Sovereign Gold Bonds; One-way Rebalancing

Each week I try and answer generic questions from readers. From last week the Q & A will appear on Mondays. You can use the form below to ask your question. Bedanara Banerjee: In case of...

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How to lower your medical insurance costs

Every day, more and more people are waking up to a grim reality - their medical insurance costs are sky rocketing. In this post, I discuss practical and reliable ways to lower medical insurance costs...

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Axis Dynamic Equity Fund NFO: Investment Strategy Analysis

Axis Dynamic Equity Fund NFO is yet another dynamic equity fund that proposes to tactically change its asset allocation to reduce risk (with no guarantee that the backtesting will work in the...

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Why can’t I invest in 60% equity all my life?!

A friend asked me this question: "I currently have an asset allocation of 60% equity and 40% fixed income. My retirement is many years away. Why can't I continue to hold 60% equity after retirement...

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Freefincal Q & A: Too many funds; Surviving Crashes; Indexed Capital Gains

Each week I answer generic questions on personal finance & investing from readers.  Here is this weeks edition. You can use the form below to enter your question. Announcement: Venkatesh...

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Freefincal Monthly Mutual Fund Screener (July 2017): Risk vs Reward Consistency

The July 2017 Freefincal Mutual Fund Screener is out! This tells you how consistently a fund has beat its chosen category benchmark over 3,5,7 year periods. In addition, its consistency in downside...

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