Jan 2020 Equity Mutual Fund Performance Screener
Screener for consistent, best-performing equity mutual funds in January 2020. You can screen on the basis of fund category & benchmark, risk and returns
Continue reading →Tata Quant Fund Review: Is AI necessary to beat the market?
In this review of Tata Quant Fund, an open-ended equity scheme following a quant-based investing theme, we ask if artificial intelligence (AI) & machine learning necessary to beat the index/market
Continue reading →Here is how much you lose in limited premium payment term life insurance!
In a limited premium payment term life insurance, the policyholder pays the premium for only the first few years of the coverage period. This may seem profitable at first sight but here is how much one loses by opting for this
Continue reading →Important changes in ITR Forms for AY 2020-21 (FY 2019-20)
This is a list of important changes in ITR forms for Assessment Year 2020-21(Financial Year 2019-20) and how they are a further step in getting more information from the taxpayers to curb tax evasion and make life easy for compliant taxpayers.
Continue reading →How an EPF corpus increased 5500 times over 30 years of employment!
A EPF corpus valued at Rs. 1300 in the financial year 1983-84 grew to an astounding Rs. 71.9 lakh in 2014-15. Power of compounding at its best. Here is what we can learn from it.
Continue reading →Should I Exit Franklin India Smaller Companies Fund?
Investors in Franklin India Smaller Companies Fund are worried about its recent dip in performance. We evaluate its return and risk with respect to its benchmark to find out what investor should do
Continue reading →Arogya Sanjeevani Standard Health Insurance Policy Details
This is a FAQ and description of details of the newly introduced Arogya Sanjeevani Standard Health Insurance Policy by IRDAI. Will this make a difference?
Continue reading →ICICI Securities ETF Intelligent Portfolios (EIP) Review
This is a review and FAQ of ICICI Securities ETF Intelligent Portfolios (EIP) a new multi-asset ETF basket product. We discuss the pros and cons and who should invest
Continue reading →Momentum, Low Volatility Stock Screener (Jan 2020)
This is a momentum stock screener with low price volatility (Jan 2020). The screener covers 100 stocks from the Nifty 100 Index
Continue reading →Creating a retirement income plan for 27-year old Amar
Amar is 27 and salaried and hopes to retire by 58. Here is how he can plan for financial freedom in retirement. We shall consider how Amar can derive an inflation-protected income and be financially free after retirement.
Continue reading →Join our online course on goal-based portfolio management!
Goal-based portfolio management is an online course to reduce fear, uncertainty and doubt while investing for a financial goal. 3000+ members of our community have already signed up for the course! Join to get clarity on how to plan for your goals and achieve the necessary corpus no matter what the market condition is!! Watch the…
Continue reading →Ten year Nifty SIP returns have reduced by almost 50%
Ten-year NIfty SIP Returns have decreased by almost 50% over the years and 15-year Nifty SIP returns have decreased by 25%. Why investors need to redefine their expectations from equity in the future
Continue reading →These 8 Aggressive Hybrid Funds beat the Nifty in 2019 with lower risk!
We analyse the performance of aggressive hybrid funds in 2019 in terms of risk and reward with various benchmarks and found eight funds that beat the Nifty with lower risk!
Continue reading →Unable to implement what you read about investing? Try this method
If you have trouble remembering and implementing what you read about investing, try the reading method explained by Venkatesh Jayaraman in this free ebook
Continue reading →How tracking investments instead of expenses changed my life!
How I achieved financial independence by tracking investments and increasing them instead of micro-managing and tracking monthly expenses. You can download the investment tracker that I use.
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