M. Pattabiraman's Blog, page 302

Nifty Next 50: The Benchmark Index That No Mutual Fund Would Touch?!

In July 2016, while researching on the Nifty Smart Beta Indices, I accidentally realised that the Nifty Next 50 (formerly Nifty Jr) is one tough benchmark to beat. When I compiled the list of equity...

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May 2017 Equity Mutual Fund Screener with SIP, Lump Sum Returns (1-11Y) & Capture Ratios

Each month, I publish equity mutual fund lump sum and SIP returns; upside capture, downside capture and capture ratios over 1,2,3,4,5,6,7,8,9 year periods. This can be used as a screener to quickly...

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May 2017 Equity Mutual Fund Outperformance Screener

Use this screener datasheet to choose mutual funds that have consistently outperformed a category benchmark over every possible 3,5,7 year periods from April 3rd 2006 to May 2nd 2017. Includes a...

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A Set of Easy To Use Online Retirement Calculators

Here is a set of easy to use online retirement calculators created by Arunram, a certified financial risk management professional. Arun had pointed out a bug in my FU Money Calculator and shared this...

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FAQ: Real Estate Investment Trusts (REIT’s) and Infrastructure Investment Trusts (InvITs)

Here is a ready reckoner on Real Estate Investment Trusts (REIT's) and Infrastructure Investment Trusts (InvITs) in the form of an FAQ. This covers key information for the layman and is meant to...

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Here Are 1001 Ways to Make More Money!

I asked the members of Facebook group Asan Ideas For Wealth to share details of how they are earning an extra income to supplement their main salaries. I received 100+ responses which make it seem...

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Freefincal Q & A: VPF, Rebalancing, SBI Max Gain and relationship with our children!

Each week, I try to answer generic questions from readers. Here is this week's edition. You can use the form below to ask your questions. Yesterday's post on Five Books That Will Redefine Your...

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Five Books That Will Redefine Your Understanding of Stock Markets

Here are five unique books that will will completely change the way you think about stock market risk and reward. They have certainly shaped mine and my first ever financial calculator was based on...

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Reader Analysis: How I Selected My first Debt Mutual Fund

Anirban Ghosh had posted his analysis of a debt mutual fund at Facebook Group, Asan Ideas for Wealth (AIFW). When I requested him to write an account of how he selected his first debt mutual fund, he...

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Update: Earnings Power Box Stock Analysis with MorningStar Financials

A few days ago, I had published the 13th edition of the freefincal stock analyser that auto-generates Hewitt Heiserman Jr.'s Earnings Power Box, thanks to the efforts of Rs. Srivatsan, who explained...

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