This index fund screener is based on tracking error and returns difference wrt benchmarks (aka tracking difference). It will help users evaluate how efficiently an ...

A reader wanted to know if he could invest his entire retirement corpus in mutual funds (of varying risk) and draw an income from them via systematic withdrawal plans — a discussion. Short answer: It ...

I was recently asked in an interview, “What mutual fund would you recommend for investors with FOMO (fear of missing out)?” A discussion. The short answer is that investors with FOMO can never be ...

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

All mutual fund investors would have come across the saying that time in the market is better than timing the market. But is this true? Yes, time in the market is 100% better than timing the market ...

This is a tricky question to answer! On one corner is a technical answer: Using reasonable return expectations for equity and debt (after tax!) and considering the inflation for my goal, I can arrive ...

Broach the subject of retirement planning to a young earner, and you might get a response like, “I have just started earning. Let me enjoy life for a while and worry about this later.” When that ...

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

Nine years ago, I resigned from my job at a private bank to pursue my MBA. During this time, I came across an online content and community forum called Women’s Web. I started writing content for them ...

Several readers have asked us how to invest as the market reacts to the US tariffs. Regular readers would know what our stance is. The following is for those new here. The short answer is that your ...

“How would you explain ULIP compared to a direct mutual fund to a layman?” Tax expert Manmohan Sethumadhavan answers. About the author: Manmohan Sethumadhavan is a freelancer, investor, and personal ...

These are the freefincal handpicked list of mutual funds. New and old investors can use it according to their specific needs. The list is called “PlumbLine” and has been published since September 2017 ...