Which mutual funds do retail and high net worth investors choose?

The association of mutual funds in India (AMFI) publishes aggregate AUM held by different mutual fund investors across fund categories each quarter.  Here are some insights into which type of funds are preferred by high net worth individuals/investors (HNIs) and retail investors. The definition of an HNIs is far from accurate and, in this context,…

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Equity Mutual Fund Screener Dec 2021: Shortlist consistent performers

The freefincal Equity Mutual Fund Performance Screener (December 2021) 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:…

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How I track financial goals without worrying about returns

In this edition of the reader audit, 29-year-old Mr Yo (name withheld on request) explains in detail how he has structured his money management in a systematic manner and how he tracks his financial goals without considering returns. About this series: I am grateful to readers for sharing intimate details about their financial lives for the…

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