Hi, welcome to freefincal.com. I have been publishing free resources for mutual fund selection, review, analysis, understanding of risk and reward for close to five years now. They have been organized here in the following categories.
1. Getting Started
2. Selection Guides
3. Reports
4. Perspective
Join 32,000+ readers and get free money management solutions delivered to your inbox! Subscribe to get posts via email! (Link takes you to our email sign-up form)
🔥Enjoy massive discounts on our robo-advisory tool & courses! 🔥
5. Calculators
6. Analysis Tools
If you have suggestions for calculators, analytical tools or selection guides, please let me know. I would appreciate if you could share this with your contacts. Do consider buying my new book, You Can Be Rich Too With Goal Based Investing, co-authored with Subra(money.com) and published by CNBC TV 18. Details below.
Getting Started
Young Earners Guide to Mutual Fund Investing
The key to successful mutual fund investing
Understanding Risk-Adjusted Return: PPFAS Long Term Value Fund
Selection Guides
Step-by-Step Guide to Choosing a Mutual Fund
Minimalist Portfolio Ideas for Young Earners
Choosing Debt Mutual Funds For the Long Term
How Do Arbitrage Mutual Funds Work?
Growth vs. Dividend Reinvestment Mutual Funds: Which Should I choose?
Quantifying Portfolio Diversification – Part I
How to select mutual fund categories suitable for your financial goals?
Management Guides
How to review a mutual fund portfolio
Reports
Do It Yourself Mutual Fund Analysis: HDFC Top 200 Fund
Calculating Returns from a Mutual Fund SIP
Rupee Cost Averaging in a Sideways Market
Relevance of the Nifty PE for the long-term investor
Portfolio Diversification: Correlation among Stock Sectors
Portfolio Diversification with International Stocks
Regular plan vs. Direct plan Mutual Funds: The story so far
Mutual Fund Size vs. Performance: A Case Study
How to calculate returns from Dividend Mutual Funds?
Mutual Fund Rolling Returns Analysis: Franklin India Blue Chip Fund
Compare Returns of Direct Plan and Regular Plan Mutual Funds
Revisiting the SIP vs. VIP Debate With FundsIndia’s Report on VIP Investing
Perspective
Here is why you should ignore mutual fund star ratings
Part II: Here is why you should ignore mutual fund star ratings
Quantitative vs. Qualitative Mutual Fund Analysis
Visualizing Mutual Fund Volatility Measures
Debt Mutual Fund Returns: How to expect when you are expecting!
Debt Mutual Funds: Risk vs. Reward
Mutual Fund Investing: Risk vs. Reward vs. Volatility
Mutual Fund Returns: Distant Past vs. Recent Past
Building a Diversified Equity Portfolio with Sector Mutual Funds
Are Mutual Fund SIPs Suitable for Disciplined Long-Term Investors?
Can You Think Of A Risk-Free AND Tax-Free Mutual Fund?
On Direct MF Plans, Ethics, Conflict of Interest and All That Sort of Thing
Calculators
Mutual Fund SIP Returns Calculator
Calculating Returns from a Mutual Fund SIP
Mutual Fund Capital Gains Calculator
Mutual Fund Returns Comparison: Direct Plan vs. Regular Plan
Advantages of debt funds over fixed deposits: Calculate and Assess
Direct-MF-Plan-vs-Regular-MF-Plan Comparators
Should We Switch To Direct Mutual Fund Plans? Calculate and Consider
Analysis tools
Rolling Returns Calculator: Fund A vs. Fund B
Mutual Fund Analyzer: Fund A vs. Fund B
Mutual Fund Analysis With the Ulcer Index
Simplify Mutual Fund Analysis with Upside/Downside Capture Ratios
Mutual Fund Risk and Return Analyzer
Multi-index Mutual Fund Rolling Returns Calculator
Mutual Fund Portfolio Comparison Tool
Multi-Index Mutual Fund SIP/Lump Sum Returns Analyzer
Automated Mutual Fund & Financial Goal Tracker
Sheet Update: Mutual Fund SIP/Lump Sum Returns Analyzer
Equity Mutual Fund Portfolio Comparison Tool
Mutual Fund Rolling Returns Calculator
Mutual Fund SIP Returns Analyzer
Calculator Updates: AMFI MF NAV history downloader and MF account statement generator
Mutual Fund NAV History Downloader: AMFI and Yahoo Finance
Equity Mutual Fund Analyzer -Lite
Excel Mutual Fund NAV History Downloader
SIP Rolling Returns Analysis with Sensex Data
Generating Mutual Fund SIP Account Statements and Calculating Returns With NAV History
Excel Rolling Returns Calculator
Debt Mutual Funds vs. Fixed Deposits: Volatility Simulator
Debt Mutual Fund vs. Fixed Deposit Comparator – Version II
Comparing SIP Returns: Monthly vs. Daily vs. Quarterly SIPs
Mutual Fund Portfolio Tracker
Excel-based Mutual Fund Portfolio Returns Tracker (Version 1)
Mutual Fund SIP Returns Calculator
VIP vs SIP with Sensex returns
Comprehensive Mutual Fund Investment Mode Comparator
SIP Vs. VIP Comparison with Sensex Monthly Returns
Advantages of debt funds over fixed deposits: Calculate and Assess
FD vs Debt Mutual Fund
Direct-MF-Plan-vs-Regular-MF-Plan Comparators
Should We Switch To Direct Mutual Fund Plans? Calculate and Consider
You Can Be Rich Too
My new book with PV Subramanyam, published by CNBC TV 18
The book comes with 9 online calculator modules to create your own financial plan.
It also has detailed selection guides for equity and debt mutual funds.
Amazon ₹375
Kindle (₹ 244.30)
Infibeam ₹ 280 with Coupon BS10
Googe Play Books App Store (₹ 244.30)
Read a Sample Chapter and Buy Now!
What Readers Say
- Simple and powerful This book empowers the reader with the concepts in easy to understand & simple form. Those who have been reading blogs of both authors would know that they are not only good with finance domain but also have a knack of simplifying the methods of investing for their readers. This book by them is a gem of financial knowledge for people who are starting to invest or want to get better at it. The presentation and the thought process with calculators is extremely powerful.The book should be read & calculators used simultaneously to understand the concepts well. The calculators when used with real inputs will show you where you are & where you need to reach for each of your goals. Don’t ignore these numbers.Learnings from Chapters 7 to 11 will help you avoid going off path & saving your money from financially hazardous products. With discipline & right approach suggested here you wouldn’t need a financial advisor to build wealth.
- This is perfect book on personal finance. Very nicely explained about taxation about debt mutual fund. Topics like early investing and asset allocation are very well explained. – Mahesh Deshmukh
- Highly Recommended For anyone who wishes to take control of his/her finance this book is a must read. Very simply put, even an amateur in finance will be able to understand and implement. The author genuinely attempts to inculcate the habit of investing among the people who have the ability to invest but refrain from doing it, either due to lack of time , interest or understanding!. The message from the book is ” Investment done without setting a goal/ objective is like leaving for a trip without knowing the destination, not everytime the end result will be promising. Hence, it’s important to invest in a planned & disciplined manner.” A read is highly recommended ????
- A must book for everyone who wants to take control of personal finance. Nice explanation of how a debt mutual fund works. Bonds trading and indexation benefits in high inflation years were something new I learnt. After reading this book you will be able to easily choose any funds, because you will know what that fund does or how that fund works
Read all reviews here: Amazon Reviews
🔥Enjoy massive discounts on our courses, robo-advisory tool and exclusive investor circle! 🔥& join our community of 7000+ users!
Use our Robo-advisory Tool for a start-to-finish financial plan! ⇐ More than 2,500 investors and advisors use this!
Track your mutual funds and stock investments with this Google Sheet!
We also publish monthly equity mutual funds, debt and hybrid mutual funds, index funds and ETF screeners and momentum, low-volatility stock screeners.
- Do you have a comment about the above article? Reach out to us on Twitter: @freefincal or @pattufreefincal
- Have a question? Subscribe to our newsletter using the form below.
- Hit 'reply' to any email from us! We do not offer personalized investment advice. We can write a detailed article without mentioning your name if you have a generic question.
Join 32,000+ readers and get free money management solutions delivered to your inbox! Subscribe to get posts via email! (Link takes you to our email sign-up form)
About The Author
Dr M. Pattabiraman(PhD) is the founder, managing editor and primary author of freefincal. He is an associate professor at the Indian Institute of Technology, Madras. He has over ten years of experience publishing news analysis, research and financial product development. Connect with him via Twitter(X), Linkedin, or YouTube. Pattabiraman has co-authored three print books: (1) You can be rich too with goal-based investing (CNBC TV18) for DIY investors. (2) Gamechanger for young earners. (3) Chinchu Gets a Superpower! for kids. He has also written seven other free e-books on various money management topics. He is a patron and co-founder of “Fee-only India,” an organisation promoting unbiased, commission-free investment advice.Our flagship course! Learn to manage your portfolio like a pro to achieve your goals regardless of market conditions! ⇐ More than 3,000 investors and advisors are part of our exclusive community! Get clarity on how to plan for your goals and achieve the necessary corpus no matter the market condition is!! Watch the first lecture for free! One-time payment! No recurring fees! Life-long access to videos! Reduce fear, uncertainty and doubt while investing! Learn how to plan for your goals before and after retirement with confidence.
Our new course! Increase your income by getting people to pay for your skills! ⇐ More than 700 salaried employees, entrepreneurs and financial advisors are part of our exclusive community! Learn how to get people to pay for your skills! Whether you are a professional or small business owner who wants more clients via online visibility or a salaried person wanting a side income or passive income, we will show you how to achieve this by showcasing your skills and building a community that trusts and pays you! (watch 1st lecture for free). One-time payment! No recurring fees! Life-long access to videos!
Our new book for kids: “Chinchu Gets a Superpower!” is now available!
Must-read book even for adults! This is something that every parent should teach their kids right from their young age. The importance of money management and decision making based on their wants and needs. Very nicely written in simple terms. - Arun.Buy the book: Chinchu gets a superpower for your child!
How to profit from content writing: Our new ebook is for those interested in getting side income via content writing. It is available at a 50% discount for Rs. 500 only!
Do you want to check if the market is overvalued or undervalued? Use our market valuation tool (it will work with any index!), or get the Tactical Buy/Sell timing tool!
We publish monthly mutual fund screeners and momentum, low-volatility stock screeners.
About freefincal & its content policy. Freefincal is a News Media Organization dedicated to providing original analysis, reports, reviews and insights on mutual funds, stocks, investing, retirement and personal finance developments. We do so without conflict of interest and bias. Follow us on Google News. Freefincal serves more than three million readers a year (5 million page views) with articles based only on factual information and detailed analysis by its authors. All statements made will be verified with credible and knowledgeable sources before publication. Freefincal does not publish paid articles, promotions, PR, satire or opinions without data. All opinions will be inferences backed by verifiable, reproducible evidence/data. Contact information: letters {at} freefincal {dot} com (sponsored posts or paid collaborations will not be entertained)
Connect with us on social media
- Twitter @freefincal
- Subscribe to our YouTube Videos
- Posts feed via Feedburner.
Our publications
You Can Be Rich Too with Goal-Based Investing
Published by CNBC TV18, this book is meant to help you ask the right questions and seek the correct answers, and since it comes with nine online calculators, you can also create custom solutions for your lifestyle! Get it now.Gamechanger: Forget Startups, Join Corporate & Still Live the Rich Life You Want
This book is meant for young earners to get their basics right from day one! It will also help you travel to exotic places at a low cost! Get it or gift it to a young earner.Your Ultimate Guide to Travel
This is an in-depth dive into vacation planning, finding cheap flights, budget accommodation, what to do when travelling, and how travelling slowly is better financially and psychologically, with links to the web pages and hand-holding at every step. Get the pdf for Rs 300 (instant download)