M. Pattabiraman's Blog, page 33
November 7, 2024
Equity Mutual Fund Screener Nov 2024: Shortlist consistent performers
The latest freefincal Equity Mutual Fund Performance Screener is now available. Use it to screen for consistently performing equity mutual funds. You can screen based on fund category & benchmark and spot mutual funds with a higher return than a benchmark at a lower risk. Inside, you get discounted links to our robo advisory tool...
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November 6, 2024
Three changes by SEBI to help MF investors
On November 5, 2024, SEBI issued a circular titled, Disclosure of expenses, half-yearly returns, yield and risk-o-meter of schemes of Mutual Funds, outlining three changes to the half-yearly disclosures made by Asset Management Companies (AMCs) under its jurisdiction. SEBI RIA Abhishek Kumar explains the changes. About the author: Abhishek is part of a freefincal’s curated list of...
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November 5, 2024
National Pension Scheme Fund Screener Nov 2024: Shortlist consistent performers
This is a National Pension Scheme Fund Screener to shortlist consistently performing NPS schemes. You can also spot NPS schemes with a higher return than a benchmark at a lower risk. This is similar in design to the freefincal Equity Mutual Fund Performance Screener. Inside, you get discounted links to our robo advisory tool and...
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November 4, 2024
Q & A on investing and personal finance
Occasionally, we ask members of our YouTube community to post questions about investing and personal finance. Here are some of them with brief answers. Q: Sir, for a 30-year-old person who has never invested in MF, which MF is suitable for a lump sum amount for the long term? A: 50% of Sensex or Nifty...
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November 3, 2024
Stocks with low volatility and momentum for Nov 2024
We publish a list of stocks with low volatility and momentum each month. We provide data for BSE 500 and BSE 100 stocks. There are now three different screener files available. (1) Stocks with low volatility and momentum from the BSE 100 large cap universe are available as a separate file (2) Stocks with low...
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November 2, 2024
Ten mistakes to avoid while planning for early retirement
We discuss ten mistakes to avoid while planning for early retirement. 1. Have a clear post-retirement engagement plan. Retirement (early or normal) does not mean a complete cessation of work. It is a time to be even more organised, disciplined and productive. Think of yourself as running a one-person company using time as a precious...
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November 1, 2024
How my portfolio has evolved one year after I retired
In this article, Anand Vaidya shares how his investment portfolio has evolved one year after he retired. Anand has written several articles for freefincal (linked below), and this is a sequel. About this series: I am grateful to readers for sharing intimate details about their financial lives for the benefit of readers. Some of the previous...
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October 31, 2024
Where should I invest a lump sum before deploying it into equity MFs?
Many readers ask, “Where should I invest a lump sum before deploying it into equity MFs?”. They research the best product for holding this lump sum, how long they should wait to start investing in equity MFs, and how long they should do the transfer. This is a waste of time, effort and money. You...
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October 30, 2024
Five facts to know about gold before investing!
From time to time, investors want to buy gold for “returns” and “diversification” (or is it diworsification?). In our experience, many, if not most, buy gold without understanding the risks and with wrong notions about its returns. Here are six facts about gold you need to know before investing. 1. Gold prices do not always...
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October 29, 2024
Can I manage with Rs. 1 Crore retirement corpus if my monthly expenses are Rs. 30K
A reader says. “I live with my mother, and I am 52. However, I have a corpus of only one crore invested in equity. I retired in 2019 as vice president. My monthly expenses are 30k. Is my corpus enough?” This was in response to “How much do I need to retire in 2024?”. Let...
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