Monthly RoundUp - November 2020

Monthly RoundUp - November 2020

RoundUp of mutual funds

Subramanian
This is one of those rare months where all sectors have done well . If you had remained invested through the month, your mutual fund value would have risen . How about that ! Foreign Institutional Investors (FII) have invested 60358 crores. This is almost the same amount they withdrew in March 2020. Overall investment in India is close to 100 thousand crores. In September 2020, we saw healthcare and technology funds doing well.
Parag Parikh Long Term Equity Fund - Revisit - 1

Parag Parikh Long Term Equity Fund - Revisit - 1

Spotlight - Reviewing the parameters of the fund

Subramanian
In my initial spotlight, I reviewed Parag Parikh and how well it has done giving double digit growth (50%) since April 2020 and 31% since YTD . You would think that it would be quite difficult to keep giving double digit growth. However, since my last review, Parag Parikh Long Term Equity Fund has given a growth of 12% How Parag Parikh LTEF has shifted its sectors ?
Goal Planning - Goal - Part 6

Goal Planning - Goal - Part 6

Identify your goals and prioritize them

Subramanian
What are goals ? As an individual / family, you have a vision or a personal objective/s that you would like to meet in your lifetime . Some / all of these objectives may need to be financed . Therefore having a goal makes sense. Goals have to be SMART . Create a plan to achieve your goal Execute the plan. Examine results of your execution.
Case Study - Growing Annuity with mutual funds

Case Study - Growing Annuity with mutual funds

How to construct an annuity with mutual funds ?

Subramanian
Growing Annuity @ Retirement Mahesh is 45 years old and his current expenses are Rs 75,000/- per month . He plans to retire by 60 and would like to have an annuity which would pay him enough for his current expenses. He would like this annuity to increase by 5% every year considering inflation in mind. How much should he start investing now so that it takes of my retirement till 85?
Best performing mutual funds in 2020

Best performing mutual funds in 2020

Best Performing Mutual Funds

Subramanian
Best Performing Mutual Funds 2020 The year 2020 will be long remembered for pandemic , job loss , economic loss , lockdown, disasters etc. It will also be remembered for tenacity, willpower, strength, patience of the common man, companies, institutions, government etc… This year has been a year of extreme volatility . We have seen extreme fear and moderate greed in the same year. Swinging from doomsday to irrational exuberance are all happening at the same time.