M. Pattabiraman's Blog, page 48
July 10, 2024
If you want equity to change your life, don’t waste time; invest now!
It is uncanny that several investors have emailed or commented over the last few days asking if they should stop their investments now and wait for the market to cool down a bit. Or they are waiting for the right time to invest a lump sum or start a sip. Our short answer is: If...
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July 9, 2024
Can I get Rs. one lakh monthly income with Rs. 3 Crores retirement corpus?
Last Updated on July 10, 2024 at 8:52 am A reader asks, “Can a 45-year-old get Rs. one lakh monthly income with Rs. 3 Crores retirement corpus?”. We will assume the reader wishes to retire immediately with a corpus of Rs. 3 crores. Let us punch this scenario into the freefincal robo advisor tool. Note:...
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July 8, 2024
5 Emotional Mistakes That Lead to Common Financial Mistakes
Believe it or not, five emotional missteps can lead most individuals to commit common financial errors. It may sound unbelievable, but let’s delve into these mistakes individually. If you are susceptible to these mistakes, I urge you to read on until the end. Despite how trivial it may seem, there is a solution to these...
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July 7, 2024
Equity Mutual Fund Screener July 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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July 6, 2024
Earnings power valuation of my portfolio stocks
We recently added an Earnings Power Box Stock Analyzer to the freefincal investor circle. Readers may also know that we publish monthly reviews of my stock portfolio. These are the earnings power valuation results for the stocks in my portfolio. What is Hewitt Heiserman Jr.’s Earnings Power Box? This plots the Defensive EPS (earnings per share)...
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July 5, 2024
SEBI creates a path for passive only fundhouses – Please support it
On 1st July 2024, SEBI released a consultation paper for “Introduction of Mutual Funds Lite Regulations (MF LITE) for passively managed Mutual Funds Schemes.” aimed to “reduce the compliance requirement, foster innovation, encourage competition and promote ease of entry for the MFs interested in launching only passive schemes”. About the author: S. R. Srinivasan (SRS) is a...
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July 4, 2024
National Pension Scheme Fund Screener July 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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July 3, 2024
Will the introduction of hybrid index funds be helpful to investors?
On 1st July 2024, SEBI released a consultation paper for “Introduction of Mutual Funds Lite Regulations (MF LITE) for passively managed Mutual Funds Schemes.” aimed to “reduce the compliance requirement, foster innovation, encourage competition and promote ease of entry for the MFs interested in launching only passive schemes”. In this paper, SEBI has proposed the...
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July 2, 2024
Stocks with low volatility and momentum for July 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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July 1, 2024
Taxation of capital gains from Equity Oriented Fund of Funds (FoF)
A fund of fund (FoF) is a mutual fund that invests in other mutual funds. Equity oriented FoF is a fund that invests 90% or more in other ETFs which invests 90% or more in domestic equities. About the author: Manmohan Sethumadhavan is a freelancer, investor, and personal finance enthusiast “in search of the absolute truth.”...
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