This is a debt mutual fund screener for portfolio selection, tracking, and learning. It also includes hybrid funds that invest in bonds. It will satisfy ...

This index fund screener is based on tracking error and returns difference wrt benchmarks (also known as tracking difference) ...

There is a lot of interest in "high-interest bonds". Unless you need a regular income (because you are retired or on a break, etc.), you don't need bonds.

I argue why we should use a personal inflation rate while planning for retirement. My family’s inflation rate was about 8% some years back – Inflation in India: Some Real Numbers. So, that was the ...

This ETF screener is based on tracking errors and differences (ETF return minus index return). It will help users evaluate how efficiently an ETF has tracked its ...

In this edition of the reader story … It all started in 2010. I wanted to pursue engineering. I had scored around 90%, yet I joined a tier-3 college for my B.E. in Computer Science. Even today, I ...

Ever wonder why index investing or passive investing should work? In this article, SEBI registered fee-only advisor Swapnil Kendhe explains the basics of indexing and why it is effective. About the ...

The latest freefincal Equity Mutual Fund Performance Screener is now available. Use it to screen for equity mutual funds that consistently perform. You can screen based on fund category & benchmark to ...

Whenever I talk/write about the stock market and mutual funds, I get a lot of flak about how “discouraging” or “negative” I am. Even after all these years, I find it bizarre that despite the ...

In this edition of the reader story, we meet a 41-year-old unmarried woman who freelances to earn a monthly income of Rs 50,000. About this series: I am grateful to readers for sharing intimate ...

A prospective client once told me, “I had a financial plan made three years ago. It showed my net worth growing, my SIPs hitting my goals, and a clear path to retirement. But today, the numbers are ...