Last Updated on October 21, 2021 at 7:46 am
Here is a video description of how to select an equity mutual fund in under 30 minutes using the freefincal mutual fund screener and if necessary with a rolling returns calculator. Before heading to the video, it is important to recognise that this is a simple, (some might call) crude way to shortlist funds and pick one from them. It is more important to pick a fund fast and start investing rather than suffer from analysis paralysis.
How to use the mutual fund screener
Step-by-step
Step 1: Download the Mutual Fund Screener Version 6.0 (Windows, Mac, and Google sheets)
Step 2: Instructions to log into Value Research
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- Open blank excel
- Select Data in the menu
- Click get external data and then from web
- Excel will open an internet browser-like window (basically a box where you enter an url) and there will be annoying script error messages. Dismiss them.
- Then Go to VR online in that window and go to the main page. There will be annoying messages. Dismiss them.
- Click on login. If you are not able to do so. Stop the page from downloading and then click login
- Login with your email (preferable) and click on remember me.
- Now you can exit the browser window and start using the screener. It should work fine now.
Step 3: As an additional step you can check for performance consistenty of the funds in your short-list using the Mutual Fund SIP and Lump Sum Rolling Returns Calculators.
Step 4: Learn How to review a mutual fund portfolio. Withouth this, fund selection is useless!
It always important to remember that Selecting the right equity mutual fund scheme is not possible!
Note: In addition to these steps, once you have selected 1/2 funds, do spend some time reading about the investment style of the fund from the AMC website.
More details about the sheet can be found here: Mutual Fund Screener Version 6.0
Re-Assemble: money management basics for young earners
Re-assemble is a series focussing on the basics of money management for young earners.
Step 1: Listing your goals dreams and nightmares
Step 2: Lay the Foundations to Get Rich creating an emergency fund
Step 3: How to buy Term Life Insurance
Step 4: How to choose a suitable health insurance policy
* Apollo Munich Optima Restore Benefit vs Max Bupa Re-fill Benefit
* Star Health Comprehensive Insurance vs Religare Care Comprehensive Insurance
* Building a health insurance comparison chart + Cigna TTK vs Royal Sundaram Health Policies
* How to buy a Super Top-up Health Insurance policy
* How I selected a health insurance policy
* Why we all need a corpus for medical expenses and how to build it
Step 5: How to select a credit card for maximum benefit
Step 6: How to track monthly expenses and manage them efficiently
Step 7: How to close your loans and live debt-free
Step 8: How to buy a personal accident insurance policy
Step 9: Are you ready to let go and let your money grow?
Step 10: Investment planning case study 1: How to create an investment plan
Step 11: Case study 2: Retirement planning for 27-year old Amar
Step 12: Three Key Factors that decide how we achieve our financial goals
Step 13: How to start investing in equity?
Step 14: What should be my first mutual fund?
Step 15: How to select an equity mutual fund in 30 minutes! (this post)
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