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

Published: April 5, 2019 at 12:06 pm

Last Updated on

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 latest 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

Important Information

  1. This screener  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 month mentioned 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 latest 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(PhD) is the founder, managing editor and primary author of freefincal. He is an associate professor at the Indian Institute of Technology, Madras. since Aug 2006. Connect with him via Linkedin
Pattabiraman has co-authored two print-books, You can be rich too with goal-based investing (CNBC TV18) and Gamechanger and seven other free e-books on various topics of money management.  He is a patron and co-founder of “Fee-only India” an organisation to promote unbiased, commission-free investment advice.
He conducts free money management sessions for corporates and associations on the basis of money management. Previous engagements include World Bank, RBI, BHEL, Asian Paints, TamilNadu Investors Association etc. For speaking engagements write to pattu [at] freefincal [dot] com

About freefincal & Content Policy

Freefincal is a News Media Organization dedicated to providing original analysis, reports, reviews and insights on developments in mutual funds, stocks, investing, retirement and personal finance. We do so without conflict of interest and bias. We operate in a non-profit manner. All revenue is used only for expenses and for the future growth of the site.
Freefincal serves more than one million readers a year (2.5 million page views) with articles based only on factual information and detailed analysis by its authors. All statements made will be verified from credible and knowledgeable sources before publication. Freefincal does not publish any kind of paid articles, promotions or PR, satire or opinions without data. All opinions presented will only be inferences backed by verifiable, reproducible evidence/data. Contact information: letters {at} freefincal {dot} com (sponsored posts or paid collaborations will not be entertained)

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