My Handpicked Mutual Funds May 2018 (PlumbLine): Revised and Updated

PLumbline is my list of handpicked mutual fund started in Sep 2017 for beginners to accompany the freefincal robo advisory template.  After a gap of two months, here is the revised and updated list after taking into account SEBIs mutual fund classification rules. It is important for investors to recognise that except for a few funds, past performance is of no use anymore and therefore so are star ratings. So we will have to shop for new funds with only our nose and review periodically. read more

Plumbline Handpicked Mutual Funds Jan 2018: One Change, more to come?

PLumbline is my list of handpicked mutual fund started in Sep 2017 for beginners to accompany the freefincal robo advisory template. This month, one fund from the list has been removed as AMCs have started to fall in line with SEBIs mutual fund classification rules. Before we begin, my second book, Gamechanger: Forget Start-ups, Join Corporate and Still Live the Rich Life you want is now available for only Rs. 49 (50% off on the Kindle edition). You can read the book on your browser or mobile (no Kindle device needed). Grab it now or gift it to a young earner! read more

PlumbLine Dec 2017: Analyzing the 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  present the funds in table form for easy understanding, consider the performance of each fund and some questions on mf investing. In the last month’s edition, I had discussed simple ways to review a mutual fund. read more

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.

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

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



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