Loading...

Follow Freefincal - Personal Finance Calculators on Feedspot

Continue with Google
Continue with Facebook
or

Valid

Dear reader, this is a compilation of 100 questions that new investors in mutual funds should first ask and then seek answers. Unlike a conventional FAQ that deals with technical aspects on mutual funds like, what is NAV; what is the purchase cut-off time etc. the focus here is to ask questions that will make...

The post Free e-book: Mutual Fund FAQ 100 essential Q & A for new investors! appeared first on freefincal.

Read Full Article
  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 

“What is your honest advice to friends in the MF distributor community? Do you suggest that it might be better for us to turn into fee-only financial planners or SEBI registered investment advisers?” This is a question asked on Youtube and think the best person to answer it is, Swapnil Kendhe, who successfully transitioned from...

The post Should Mutual Fund Distributors become SEBI Registered Investment Advisors? appeared first on freefincal.

Read Full Article
  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 

Here is how you can replicate the returns and performance of NIFTY LargeMidcap 250 Index using Nifty 50 and Nifty next 50 Index funds. Motilal Oswal had filed an NFO application based on this index with SEBI, but this is unlikely to see the light of day (and that is good for investors). This post...

The post How to invest in the NIFTY LargeMidcap 250 Index appeared first on freefincal.

Read Full Article
  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 

The people have spoken and how! The stock market may rejoice at the results of Lok Sabha 2019, but the new government has its work cut out. Modi 2.0 faces many economic challenges,  perhaps because of their own doing: demonetization. Read about any sector, be it agriculture, auto, consumption, exports, banking, airlines etc, the one...

The post Economic Challenges that Modi 2.0 will have to tackle appeared first on freefincal.

Read Full Article
  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 

Use this nifty valuation tool to find out if the stock market is expensive or cheap using PE, PB, Div Yield, Bollinger Bands and much more.  The idea to try and understand the state of the market using multiple methods. An example of some of the results obtained with this sheet is here: Are we...

The post Nifty Valuation Tool: Find out if the stock market is expensive or cheap in multiple ways appeared first on freefincal.

Read Full Article
  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 

This week marks the 7th birthday of freefincal.  Last year, for the 6th birthday, I put together the re-assemble: basics of money management e-book. For this year, I would like to release a free e-book with 100+ questions on mutual funds for beginners – MF: FAQ. I need your help in completing it. Regulars may...

The post Please help me complete this MF FAQ E-book for beginners appeared first on freefincal.

Read Full Article
  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 

So, happy about today’s market movement? Sorry, but you need to stop dreaming about a bull run even if the exit polls for the 2019 Lok Sabha elections are right, IF, that is.  Do watch this:

The post Do not start dreaming of a bull run even IF exit polls are right!! appeared first on freefincal.

Read Full Article
  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 

This is a performance of Aditya Birla Sun Life Tax Relief 96 Fund, an ELSS mutual fund that qualifies for tax saving under section 80 C. In Jan 2019, I had featured this as one among the seven consistent ELSS performers.  Let us take an in-depth look at its performance. Started in 1996 as a...

The post Aditya Birla Sun Life Tax Relief 96 Fund Review: A smart choice to save tax appeared first on freefincal.

Read Full Article
  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 

Let us find out how actively managed equity mutual funds have performed against reperesentative category benchmarks using the May 2019 Equity Mutual Fund Performance Screener. The screener compares every possible 1,2,3,4 and 5-year returns of active funds with indices from April 3rd 2006.  So please note that we are evaluating performance over the last 13 years...

The post How have Active Equity Mutual Funds Performed: May 2019 Report appeared first on freefincal.

Read Full Article
  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 

The freefincal Equity Mutual Fund Performance Screener (May 2019) is available for download. Use this screener file to easily find best performing equity funds that have consistently outperformed category benchmarks/indices with good downside protection (better performance when the index is down)  and/or upside performance (better performance when the index is up). This screener is meant for DIY investors to select...

The post May 2019 Equity Mutual Fund Performance Screener appeared first on freefincal.

Read Full Article

Read for later

Articles marked as Favorite are saved for later viewing.
close
  • Show original
  • .
  • Share
  • .
  • Favorite
  • .
  • Email
  • .
  • Add Tags 

Separate tags by commas
To access this feature, please upgrade your account.
Start your free month
Free Preview