Index fund tracking error screener September 2022

This is an index fund screener based on tracking error and returns difference wrt benchmarks (aka tracking difference). The screener will help users evaluate how efficiently an index fund has tracked its underlying benchmark. It will also help a understand how tracking a midcap index or the Nifty 100, 500 is quite different from tracking…

Continue reading →

ETF tracking error screener Sep 2022

This is an ETF screener based on tracking errors and tracking differences (ETF return minus index return). The screener will help a user evaluate how efficiently an ETF has tracked its underlying benchmark. The tracking error is simply the ETF’s standard deviation minus index monthly return differences. The lower the tracking error, the more efficient…

Continue reading →

Equity Mutual Fund Screener Sep 2022: Shortlist consistent performers

The freefincal Equity Mutual Fund Performance Screener (Sep 2022) is now available. Use it to screen for consistently performing equity mutual funds. You can screen based on fund category & benchmark and spot mutual funds with a higher return than a benchmark at a lower risk. Inside, you get discounted links to our two courses:…

Continue reading →

Debt mutual fund screener (Aug 2022) for selection, tracking, learning

This is a debt mutual fund screener for fund selection, fund portfolio tracking and learning. It also includes hybrid funds that invest in bonds. It will satisfy investors who wish to invest in money market funds, banking and PSU funds etc. The credit quality of the bonds in the portfolio and the bond maturity profile…

Continue reading →

Equity Mutual Fund Screener July 2022: Shortlist consistent performers

The freefincal Equity Mutual Fund Performance Screener (July 2022) is now available. Use it to screen for consistently performing equity mutual funds. You can screen based on fund category & benchmark and spot mutual funds with a higher return than a benchmark at a lower risk. Inside, you get discounted links to our two courses:…

Continue reading →

Shortlist consistent equity mutual fund performers with this screener (May 2022)

The freefincal Equity Mutual Fund Performance Screener (May 2022) is now available. Use it to screen for consistently performing equity mutual funds. You can screen based on fund category & benchmark and spot mutual funds with a higher return than a benchmark at a lower risk. Inside, you get discounted links to our two courses:…

Continue reading →