How to screen for high-return, low-risk mutual funds

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A couple of days ago, I had published the freefincal April 2019 equity mutual fund screener. A new excess return vs excess risk screen has been introduced. That is, you can look for funds that have beat the index (excess return) over the last 1,2,3,4,5 years at lower (or higher) risk. This is a user guide for the sheet. I had also published Nifty 100 Momentum, Low Volatility Stock Screener for March 2019 (see video guide below).

As mentioned in these above posts, both screener sheets are available for Rs. 111 (Rs. 100 + portal fee). Get the mutual fund screener from here: Click here to pay Rs. 111 and download (instantly) the April 2019 Freefincal Equity Mutual Fund Screener(see terms below)

Get the stock screener here: Click here to pay Rs. 111 and download (instantly) the Nifty 100 momentum low volatility screener (see terms below)

By clicking you agree to the terms in the important information section above. Do not forget to download the sheet after you pay!!

Video Guide for mutual fund screener

Video guide for stocks screener

Screen Momentum stocks with low volatility in Nifty 100 with this sheet (march 2019)

Important Information

  1. This screener (April 2019) costs Rs. 111  (Rs. 100 + Rs.11 transaction fee) The reasons for this are mentioned in this change of policy note. I believe the cost is both affordable and justified for the information provided and reasons mentioned in the aforementioned link.
  2. The cost is only for the April 2019 screener and only for the data in the sheet.
  3. There are two sheets zipped. One has macros for each screening and the other just the data.
  4. While I will do my best to publish updated screener sheets each month, I cannot guarantee the same.
  5. The file does not contain any buy or sell recommendations and only has the above-mentioned data.
  6. Enough care and effort have been put in to weed out errors, however, I cannot guarantee that the sheet is free of error.
  7. The buyer will have to do their own research with regard to using the information in the spreadsheet. No recommendations or assistance is included in the sheet and will not be provided separately
  8. I will not provide any further help or assistance in using the sheet
  9. The sheet purchased is for personal use only should not be shared with others privately or publically

Click here to pay Rs. 111 and download (instantly) the April 2019 Freefincal Equity Mutual Fund Screener

Click here to pay Rs. 111 and download (instantly) the Nifty 100 momentum low volatility screener

By clicking you agree to the terms in the important information section above. Do not forget to download the sheet after you pay!!

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About the Author M Pattabiraman author of freefincal.comM. Pattabiraman is the co-author of two books: You can be rich too with goal based investing and Gamechanger. “Pattu” as he is popularly known, publishes unbiased, promotion-free research, analysis and holistic money management advice. Freefincal serves more than one million readers a year with numbers based analysis on topical issues and has more than a 100 free calculators on different aspects of insurance and investment analysis, including a robo advisory template for use by beginners. Contact information: freefincal {at} Gmail {dot} com He conducts free money management sessions for corporates (see details below). Previous engagements include World Bank, RBI, BHEL, Asian Paints.

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Freefincal has original unbiased, conflict-of-interest-free,  topical reports, reviews, commentary and analysis on all aspects of personal finance like mutual funds, stocks, insurance etc. All guest authors and contributors to the site also do not have any conflict of interest. If you find the content useful, please consider supporting us by (1) sharing our articles and (2) disabling ad-blockers for our site if you are using one. No promotional content We do not accept sponsored posts and link exchange requests from content writers and agencies. This is our privacy policy Our website is non-profit in nature. The revenue from the advertisement will only be used for hosting charges, domain registration charges, specific plugins necessary for traffic growth and analytics services for search engine optimisation.
Want to conduct a sales-free "basics of money management" session in your office?
I conduct free seminars to employees or societies. Only the very basics and getting-started steps are discussed (no scary math):For example: How to define financial goals, how to save tax with a clear goal in mind; How to use a credit card for maximum benefit; When to buy a house; How to start investing; where to invest; how to invest for and after retirement etc. depending on the audience. If you are interested, you can contact me: freefincal [at] Gmail [dot] com. I can do the talk via conferencing software, so there is no cost for your company. If you want me to travel, you need to cover my airfare (I live in Chennai)

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Do check out my books


You Can Be Rich Too with Goal-Based Investing

You can be rich too with goal based investingMy first book is meant to help you ask the right questions, seek the right answers and since it comes with nine online calculators, you can also create custom solutions for your lifestyle! Get it now.  It is also available in Kindle format.
Gamechanger: Forget Startups, Join Corporate & Still Live the Rich Life You WantGamechanger: Forget Start-ups, Join Corporate and Still Live the Rich Life you wantMy second book is meant for young earners to get their basics right from day one! It will also help you travel to exotic places at low cost! Get it or gift it to a young earner

The ultimate guide to travel by Pranav Surya

Travel-Training-Kit-Cover This is a deep dive analysis into vacation planning, finding cheap flights, budget accommodation, what to do when travelling, how travelling slowly is better financially and psychologically with links to the web pages and hand-holding at every step.  Get the pdf for ₹199 (instant download)

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