PlumbLine November 2017: a handpicked list of mutual funds

Readers may be aware that in September 2017 I had introduced a handpicked list of mutual funds and called it PlumbLine to accompany the freefincal robo advisory template. While we are still waiting for AMCs to fall in line after  SEBI announced its mutual fund classification rules, this month, I focus on simple ways to review a funds performance.

|amp|

1: PlumbLine is a boring list of mutual funds. It will NOT change from month to month unless there is a significant change in the fund’s strategy or dip in performance or some other special situation. So please do not look forward to it. Also, there are plenty of good mutual funds that are not part of PlumbLine. If your funds are different, you are probably better off. Do not worry about it. read more

|amp|

PlumbLine October 2017: a handpicked list of mutual funds

Readers may be aware that last month I had introduced a handpicked list of mutual funds and called in PlumbLine to accompany the freefincal robo advisory template. I was all set to write this months post, when SEBI announced its mutual fund classification rules, to be implemented by year-end. So I wanted to wait until the reclassification is complete as at least 1/2 funds from PlumbLine can be expected to change color – merged with another with a change in investment strategy. I mentioned this a couple of posts ago and many readers asked me to continue PlumLine and make changes to it as AMCs react to the SEBI ruling. Hence this post. I discuss the impact of the SEBI ruling for each fund in the list. read more

|amp|
|amp|

Announcing the “PlumbLine”: a handpicked list of mutual funds

Dear reader, the final step of an investment plan is the product selection. The freefincal robo advisory template will provide the user with all necessary inputs from asset allocation, investment strategy and suggest product categories. To accompany the robo template, I would like to  publish a handpicked list of mutual funds which will be updated on a monthly basis.

|amp|

My wife suggested I call it the PlumbLine. Hopefully, it might help young earners and those new to mutual funds to find their bearings and stability to start their investment journey.  Needless to say, the PlumbLine is free for all. read more

|amp|