M. Pattabiraman's Blog, page 304

Kolkata DIY Investor Workshop May 28th 2017

Register for the Kolkata DIY investor workshop to be held on May 28th 2017. Ashal Jauhari (Facebook Group: Asan Ideas For Wealth) and your truly (M. Pattabiraman(pattu), freefincal.com) will be the...

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My 1000th Blog post, With A Little Help From My Friends

What would you think if I sang out of tune, would you stand up and walk out on me? Lend me your ears and I'll sing you a song, and I'll try not to sing out of key. Oh I get by with a little help from...

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Track The Performance Of Your Mutual Fund investments Month By Month

Use this Excel sheet to track and compare the annualized return (XIRR) of your mutual fund investments with that of a benchmark. This is the updated version of the Mutual Fund SIP XIRR Tracker thanks...

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Gamechanger: What to Expect From Our New Book

Last week, Pranav Surya and I had announced our new book: Gamechanger. In the second part of his guest post, Pranav explains about what to expect from the book. Pranav is a mechanical engineer with...

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Freefincal Q & A: Retirement Planning to Mutual Fund Portfolio Construction

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.  I am glad that the Q and A has been received well. I have...

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April-2017 Active vs Passive Investing: Large Cap Equity Mutual Funds

I would like to compare actively managed mutual funds with a set of indices every quarter to find out how effectively fund managers are able to beat benchmarks after expenses. I consider large cap...

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Stock Market Overheated? Worry About What is Invested and Not When to Invest!

Concerned that the stock market is overheated? Then here is why it makes sense to focus on the risk associated with the money already invested and not worry about when to invest more. Suppose, I have...

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Equity Mutual Fund Screener with April 2017 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 1,2,3,4,5,6,7,8,9,10,11 year periods. This can be used as a screener to...

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Equity Mutual Fund Outperformance Screener: April 2017

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 Mar 31st 2017. Includes a...

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Announcing my new book – “Gamechanger”

If you have attended one of the DIY investor meets, you might have heard me say, "the secret to ageing well is to surround ourselves with intelligent youngsters". Be it investors like Krishna...

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