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Category: Mutual Funds

Original analysis, reports, reviews and insights on developments in the mutual fund space and in-depth reviews

Which mutual funds did investors prefer in 2020?

January 25, 2021 / M. Pattabiraman / @pattufreefincal

In this article, we list the mutual funds investors preferred in 2020 by estimating fund inflows. Yesterday, we discussed the AUM change in Parag Parikh Flexicap Fund: and how it grew by 147% in 2020! Today we considered the AUM change of 746 mutual funds in 2020. As many as 133 funds registered a 100%…

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AUM of Parag Parikh Flexi Cap Fund grows by 147% in 2020!

January 24, 2021 / M. Pattabiraman / @pattufreefincal

The AUM (asset under management) of Parag Parikh Flexi Cap Fund (previously known as Parag Parikh Long Term Equity Fund) grew by 147% in 2020. This article evaluates the AUM growth of this fund and discusses if this is a cause for concern. This article stems from a question posed by a reader: “I have…

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Active large cap mutual funds vs Nifty SIP returns comparison

January 22, 2021 / M. Pattabiraman / @pattufreefincal

We evaluate the performance of 28 active large cap mutual funds by comparing their 1,2,3,4,5,6,7,8 year SIP returns with Nifty 50 TRI. Investors would be aware of the explicit underperformance of large cap funds from early 2018, while the actual underperformance began well before that: Active mutual funds struggle to beat Nifty 50 for last seven…

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Can I buy MF in my child’s name, sell when she becomes major and save tax?

January 20, 2021 / M. Pattabiraman / @pattufreefincal

A few days ago, a discussion led to an interesting question in the freefincal goal-based investing Facebook group: Can we buy mutual funds in the name of my minor child; wait until she becomes a major to redeem? She will then have to pay tax on capital gains. We discuss the rules in this regard…

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Direct vs Regular Plan Mutual Funds: 8 year SIP return difference

January 19, 2021 / M. Pattabiraman / @pattufreefincal

Direct mutual fund plans were introduced from Jan 1st 2013. In this article, we list the return difference between an 8-year SIP in a direct plan and a regular plan mutual fund. Scared that it would disrupt sales, SEBI has still not renamed “regular plans” for what they really are: “commission plans” – nothing “regular”…

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How to control our emotions when investing in mutual funds

January 17, 2021 / M. Pattabiraman / @pattufreefincal

Every time the market hits an all-time high, many investors get jittery. Questions like “should I book profits now?” “Should I stop investing now?” start doing the rounds in social media. This article discusses a simple way to handle our emotions when investing in mutual funds or any capital market-linked product. The adage, “show me…

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Should I stop my mutual fund SIPs when the market is at an all-time high?

January 10, 2021 / M. Pattabiraman / @pattufreefincal

In this article, we study historical Sensex data to determine if investors should stop or pause their mutual fund SIPs when the markets hit an all-time high. We also consider lump sum investments and systematic transfer of a lump sum (STP) during all-time market highs. Every time the market hits an all-time high, new investors…

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20 business ideas with low investment for extra income

January 3, 2021 / M. Pattabiraman / @pattufreefincal

All of us are aware of the stability brought by a stable side income source in our financial lives. It reduces reliance on our day job and brings in additional income, which makes it easy to work towards our financial goals. In this post, we discuss 20 business ideas that would need no investment or…

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How Avadhoot Joshi evaluates his investment portfolio

December 28, 2020 / M. Pattabiraman / @pattufreefincal

As regular readers may be aware, we publish a personal financial audit each December – this is the 2020 edition: How my retirement portfolio has performed in 2020. This time, we asked regular readers to share how they review their investments and track financial goals. Suhas was the first to do this: How Suhas tracks his…

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Active Large Cap MFs recover along with equal-weight indices

December 18, 2020 / M. Pattabiraman / @pattufreefincal

Readers may recall, a year ago (Dec 21 2019), we showed that the return difference of Nifty 50 vs Nifty 50 Equal-weight index at an all-time high. This essentially means that only the top few stocks of Nifty were holding the market up. This was apparent from late 2017 to just before the 2020 crash:…

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Recent Posts

  • Which mutual funds did investors prefer in 2020? January 25, 2021
  • AUM of Parag Parikh Flexi Cap Fund grows by 147% in 2020! January 24, 2021
  • What return should a 30-year-old investor aim for their retirement portfolio? January 23, 2021
  • Active large cap mutual funds vs Nifty SIP returns comparison January 22, 2021
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