Dear reader, this is a compilation of 100 questions that new investors in mutual funds should first ask and then seek answers. Unlike a conventional FAQ that deals with technical aspects on mutual funds like, what is NAV; what is the purchase cut-off time etc. the focus here is to ask questions that will make…
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“What is your honest advice to friends in the MF distributor community? Do you suggest that it might be better for us to turn into fee-only financial planners or SEBI registered investment advisers?” This is a question asked on Youtube and think the best person to answer it is, Swapnil Kendhe, who successfully transitioned from…
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Here is how you can replicate the returns and performance of NIFTY LargeMidcap 250 Index using Nifty 50 and Nifty next 50 Index funds. Motilal Oswal had filed an NFO application based on this index with SEBI, but this is unlikely to see the light of day (and that is good for investors). This post…
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The people have spoken and how! The stock market may rejoice at the results of Lok Sabha 2019, but the new government has its work cut out. Modi 2.0 faces many economic challenges, perhaps because of their own doing: demonetization. Read about any sector, be it agriculture, auto, consumption, exports, banking, airlines etc, the one…
Continue reading →Use this nifty valuation tool to find out if the stock market is expensive or cheap using PE, PB, Div Yield, Bollinger Bands and much more. The idea to try and understand the state of the market using multiple methods. An example of some of the results obtained with this sheet is here: Are we…
Continue reading →This week marks the 7th birthday of freefincal. Last year, for the 6th birthday, I put together the re-assemble: basics of money management e-book. For this year, I would like to release a free e-book with 100+ questions on mutual funds for beginners – MF: FAQ. I need your help in completing it. Regulars may…
Continue reading →So, happy about today’s market movement? Sorry, but you need to stop dreaming about a bull run even if the exit polls for the 2019 Lok Sabha elections are right, IF, that is. Do watch this:
Continue reading →This is a performance of Aditya Birla Sun Life Tax Relief 96 Fund, an ELSS mutual fund that qualifies for tax saving under section 80 C. In Jan 2019, I had featured this as one among the seven consistent ELSS performers. Let us take an in-depth look at its performance. Started in 1996 as a…
Continue reading →Let us find out how actively managed equity mutual funds have performed against reperesentative category benchmarks using the May 2019 Equity Mutual Fund Performance Screener. The screener compares every possible 1,2,3,4 and 5-year returns of active funds with indices from April 3rd 2006. So please note that we are evaluating performance over the last 13 years…
Continue reading →The freefincal Equity Mutual Fund Performance Screener (May 2019) is available for download. Use this screener file to easily find best performing equity funds that have consistently outperformed category benchmarks/indices with good downside protection (better performance when the index is down) and/or upside performance (better performance when the index is up). This screener is meant for DIY investors to select…
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