How to select an equity mutual fund in 30 minutes!

Published: May 22, 2016 at 8:25 am

Here is a video description of how to select an equity mutual fund in under 30 minutes using the freefincal mutual fund screener (now in Mac!) and if necessary with the rolling returns calculator.

The 5th version of the mutual fund screener was posted yesterday. I noticed a couple of bugs later. So I request that you redownload the file.

Download the freefincal mutual fund screener (May 2016 windows Excel)

Download the Mac Excel freefincal mutual fund screener (May 2016 Mac Excel)

A google sheets edition without some features is also available Mutual Fund Screener- Google Sheets Edition


Download the Mutual Fund SIP and Lump Sum Rolling Returns Calculators

 Instructions to log into Value Research

  1. Open blank excel
  2. Select Data in the menu
  3. Click get external data and then from web
  4. 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.
  5. Then Go to VR online in that window and go to  the main page. There will be annoying messages. Dismiss them.
  6. Click on login. If you are not able to do so. Stop the page from downloading and then click login
  7. Login with your email (preferable) and click on remember me.
  8. Now you can exit the browser window and start using the screener. It should work fine now.

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 and start investing rather than suffer from analysis paralysis.

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 5.0

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About the Author Pattabiraman editor freefincalM. 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 Twitter or 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 money management topics. 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 based on money management. Previous engagements include World Bank, RBI, BHEL, Asian Paints, Cognizant, Madras Atomic Power Station, Honeywell, Tamil Nadu Investors Association, IIST Alumni Association. For speaking engagements, write to pattu [at] freefincal [dot] com
About freefincal & its 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. Follow us on Google News. 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 paid articles, promotions, 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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