All you need to know about Mutual Fund Investing - by freefincal

A collection of these articles by Pattu Sir is all that you need to learn about investing in Mutual Funds. Read Disclaimer first.

Getting Started

Young Earners Guide to Mutual Fund Investing
The key to successful mutual fund investing
Understanding Risk-Adjusted Return: PPFAS Long Term Value Fund
How many mutual funds should I hold?

Selection Guides

Step-by-Step Guide to Choosing a Mutual Fund
Minimalist Portfolio Ideas for Young Earners
Choosing Debt Mutual Funds For the Long Term
How Do Arbitrage Mutual Funds Work?
Growth vs. Dividend Reinvestment Mutual Funds: Which Should I choose?
Quantifying Portfolio Diversification – Part I
How to select mutual fund categories suitable for your financial goals?

Reports

Do It Yourself Mutual Fund Analysis: HDFC Top 200 Fund
Calculating Returns from a Mutual Fund SIP
Rupee Cost Averaging in a Sideways Market
Relevance of the Nifty PE for the long-term investor
Portfolio Diversification: Correlation among Stock Sectors
Portfolio Diversification with International Stocks
Regular plan vs. Direct plan Mutual Funds: The story so far
Mutual Fund Size vs. Performance: A Case Study
How to calculate returns from Dividend Mutual Funds?
Mutual Fund Rolling Returns Analysis: Franklin India Blue Chip Fund
Compare Returns of Direct Plan and Regular Plan Mutual Funds
Revisiting the SIP vs. VIP Debate With FundsIndia’s Report on VIP Investing

Perspective

Here is why you should ignore mutual fund star ratings
Part II: Here is why you should ignore mutual fund star ratings
Quantitative vs. Qualitative Mutual Fund Analysis
Visualizing Mutual Fund Volatility Measures
Debt Mutual Fund Returns: How to expect when you are expecting!
Debt Mutual Funds: Risk vs. Reward
Mutual Fund Investing: Risk vs. Reward vs. Volatility
Mutual Fund Returns: Distant Past vs. Recent Past
Building a Diversified Equity Portfolio with Sector Mutual Funds
Are Mutual Fund SIPs Suitable for Disciplined Long-Term Investors?
Can You Think Of A Risk-Free AND Tax-Free Mutual Fund?
On Direct MF Plans, Ethics, Conflict of Interest and All That Sort of Thing

Calculators

Mutual Fund SIP Returns Calculator
Step Up SIP Return Calculator
Calculating Returns from a Mutual Fund SIP
Mutual Fund Capital Gains Calculator
Mutual Fund Returns Comparison: Direct Plan vs. Regular Plan
Advantages of debt funds over fixed deposits: Calculate and Assess
Direct-MF-Plan-vs-Regular-MF-Plan Comparators
Should We Switch To Direct Mutual Fund Plans? Calculate and Consider
New Calculator! Impact of mutual fund expense ratios!
Impact of MF Expense Ratio Calculator

Analysis tools

Rolling Returns Calculator: Fund A vs. Fund B
Mutual Fund Analyzer: Fund A vs. Fund B
Mutual Fund Analysis With the Ulcer Index
Simplify Mutual Fund Analysis with Upside/Downside Capture Ratios
Mutual Fund Risk and Return Analyzer
Multi-index Mutual Fund Rolling Returns Calculator
Mutual Fund Portfolio Comparison Tool
Multi-Index Mutual Fund SIP/Lump Sum Returns Analyzer
Automated Mutual Fund & Financial Goal Tracker
Sheet Update: Mutual Fund SIP/Lump Sum Returns Analyzer
Equity Mutual Fund Portfolio Comparison Tool
Mutual Fund Rolling Returns Calculator
Mutual Fund SIP Returns Analyzer
Calculator Updates: AMFI MF NAV history downloader and MF account statement generator
Mutual Fund NAV History Downloader: AMFI and Yahoo Finance
Equity Mutual Fund Analyzer -Lite
Excel Mutual Fund NAV History Downloader
SIP Rolling Returns Analysis with Sensex Data
Generating Mutual Fund SIP Account Statements and Calculating Returns With NAV History
Excel Rolling Returns Calculator
Debt Mutual Funds vs. Fixed Deposits: Volatility Simulator
Debt Mutual Fund vs. Fixed Deposit Comparator – Version II
Comparing SIP Returns: Monthly vs. Daily vs. Quarterly SIPs
Mutual Fund Portfolio Tracker
Excel-based Mutual Fund Portfolio Returns Tracker (Version 1)
Mutual Fund SIP Returns Calculator
VIP vs SIP with Sensex returns
Comprehensive Mutual Fund Investment Mode Comparator
SIP Vs. VIP Comparison with Sensex Monthly Returns
Advantages of debt funds over fixed deposits: Calculate and Assess
FD vs Debt Mutual Fund
Direct-MF-Plan-vs-Regular-MF-Plan Comparators
Should We Switch To Direct Mutual Fund Plans? Calculate and Consider
New Calculator! Impact of mutual fund expense ratios!
Impact of MF Expense Ratio Calculator

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