M. Pattabiraman's Blog, page 297

Beware of Misinformation: Mutual Fund SIPs Do Not Reduce Risk!

Many mutual fund SIP buyers and sellers incorrectly believe that SIP is a disciplined form of investing that reduces market risk because it averages the cost of purchase. In part 2 of "this is how a...

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Don’t get too comfortable with equity: This is how a real market crash “feels” like

So you think you have become financial literate by starting equity mutual fund SIPs assuming that they will beat inflation in the "long run"? Don't get too comfortable with equity. Don't assume those...

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Freefincal Q & A Plus Symptoms of Excess Financial Literacy Syndrome

Each week I try and answer generic questions from readers. Here is this week's edition along with a list of symptoms of Excess Financial Literacy Syndrome - a worrying condition caused by delayed...

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Update: A Fingerprinting Tool for Analyzing Mutual Fund Performance

In Oct 2016, I had introduced a visual tool for analysing mutual funds and portfolios, referred to as fingerprinting by its developer, Jim Otar, a Canada-based financial planner.  This is a major...

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Business Lessons From The Mummy; Split; King Arthur: Legend of the Sword

Here are some important business lessons from the box office collections of three movies released this year: The Mummy, Split and King Arthur: Legend of the Sword. As a movie buff, I am also a...

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Do you know what happens when money is redeemed from a mutual fund?

In this post aimed at new mutual fund investors, I discuss the basic aspects of the mutual fund redemption process. Knowledge of this is crucial from the viewpoints of risk, reward, taxation and...

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Using Franklin Blue Chip & Franklin Prima Funds To Understand Risk vs Reward

Here are some examples of the risk and reward associated with equity mutual fund investing using the twenty year NAV history of Franklin Blue Chip Fund (a large cap fund) and Franklin India Prima...

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Resources: How To Screen & Identify Good Stocks

Here is a short compilation of step by step guides and tools to screen stocks and identify financially sound and good business. 1: A guest post by the mature and level-headed Krishna Kishore: A Guide...

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freefincal Q & A: Spotting multibaggers before they become one!

Each week I answer generic questions from readers. Here is this weeks edition. You can use the form below to ask your question. D. Bose: How do you identify and invest in multi-bagger stocks before...

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Equity Mutual Fund Rolling Upside/Downside Capture Calculator

Use this Excel sheet to automatically calculate rolling upside capture, downside capture and rolling returns for equity mutual funds by comparing them with 72 BSE/NSE Indices. While the rolling...

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