This index fund screener is based on tracking error and return differences wrt benchmarks (also known as tracking differences). It will help users evaluate how efficiently an index fund has tracked its underlying benchmark. It will also help them understand how tracking a midcap index, such as the Nifty 100 or 500, differs from tracking...

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A reader asks, “If there is a Real estate component (physical) in a retirement planning portfolio, what is the best way to consider this during the rebalancing of assets? Or when considering the equity vs debt allocation”. “For example. Without considering RE investment, my portfolio is at 65: 35. ( 65 % equity). However, if...

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A reader says, “I have a generic question about retirement planning. Can you retire if your annual expenses equal 6% of your corpus?  Say my monthly expenses are 1 lac. My corpus is two crores. I do SWP for 1 lac monthly. If the returns exceed 6% pa, it will also cover inflation. Is there...

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The setting is familiar. It’s a cousin’s wedding, a Diwali card party, or a quiet Sunday lunch. You are enjoying your paneer tikka when Sharma Uncle—a distant relative, a retired neighbour, or perhaps your own Chacha ji—corners you. After five minutes of polite small talk about your job and marriage prospects, the pivot happens. Beta,...

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This ETF screener tracks errors and differences (ETF return minus index return). It will help users evaluate how efficiently an ETF has tracked its underlying benchmark. The tracking error is the ETF’s standard deviation minus the index’s monthly return differences. The lower the tracking error, the more efficiently the ETF tracks the index. Unlike returns,...

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