Search Results for: Direct Plan return

XLMFTrackerAG: Excel based Mutual Fund Portfolio Tracker

Published on / By M. Pattabiraman Twitter: @pattufreefincal / 1 Comment

XLMFTrackerAG, an Excel based mutual fund portfolio tracker, is another excellent offering by Satish Mistry, financial planner at MoneyCare Financial Planning. Satish recently developed a comprehensive financial planning tool. XLMFTrackerAG is suitable for individual investors, financial planners and independent financial advisors to manage a mutual fund portfolio. Financial planners can easily process the portfolios of clients…

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Debt Mutual Funds vs. Fixed Deposits: Volatility Simulator

Published on / By M. Pattabiraman Twitter: @pattufreefincal / 12 Comments

This simple Monte Carlo simulator gives you the probability of a debt fund, with variable annual returns, outperforming a fixed deposit. If you are thinking about investing in a debt mutual fund, but are worried about fluctuating returns (volatility) – especially after the recent crash in bonds, this tool could answer a pertinent question: What…

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Mutual Fund Calculators

Published on / By M. Pattabiraman Twitter: @pattufreefincal / 20 Comments

Here is a list of available mutual fund calculators and resources. (Updated Mar. 31st 2014) Flagship Calculator: Track your mutual fund and stock investments with this Google Sheet! Mutual Fund Calculators/Resources How to select mutual fund categories suitable for your financial goals? Step-by-step Guide to Choosing a Mutual Fund Mutual Fund SIP Returns Analyzer Mutual…

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The Permanent Portfolio: A Fascinating Low-Volatility Option For The Long Term Indian Investor?

Published on / By M. Pattabiraman Twitter: @pattufreefincal / 30 Comments

Worried about fluctuating stock market returns? Worried about sliding gold prices? Not sure how much to invest in equity or in gold? Here is an example of a portfolio based on an ingeniously simple notion that has proved to be remarkably stable irrespective of market conditions – stock/commodity/debt/currency markets! The Permanent Portfolio in an alternative…

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OMG! Just Realized My Insurance Policies are Worthless! What do I do?

Published on / By M. Pattabiraman Twitter: @pattufreefincal / 15 Comments

Thanks to the untiring efforts of many personal finance bloggers, the message “Don’t mix insurance and investments” is spreading fast and creating awareness.  The message is intended primarily for those who are thinking about buying a pension-plan, child-plan, ULIP, endowment plan etc. but have not yet done so. Unfortunately the message strikes fear and panic…

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Interview with Ashal Jauhari: Relentless Financial Awareness Activist

Published on / By M. Pattabiraman Twitter: @pattufreefincal / 31 Comments

Jago Investor authored by Manish Chauhan is one blog known to most Indians who use the internet. Even those who are chronic procrastinators with respect to their financial life know about it. My own ongoing journey of financial awareness started with Jagoinvestor. A few years ago Manish started the JagoInvestor Forum, a place where investors…

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