Jan 2018 Equity Mutual Fund Performance Screener

Download the freefincal Equity Mutual Fund Performance Screener Jan 2018!  Use this screener file to hunt for 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 select a mutual fund (not review existing holdings).  The  PlumbLine” is a set of handpicked mutual funds meant for the new investor to quickly get started when they use the  Freefincal Robo Advisory Software Template. read more

Equity Mutual Fund Performance Screener Dec 2017

The freefincal Equity Mutual Fund Performance Screener Dec 2017 is now available. I have simplified the column names and entries for easy understanding and use.  Use this screener file to hunt for equity funds that have consistently outperformed category benchmarks/indices with good downside protection (better performance when index is down)  and/or upside performance (better performance when index is up). This screener is meant for DIY investors who hopefully would appreciate these unique metrics.  The  PlumbLine” is a set of handpicked mutual funds meant for the new investor to quickly get started when they use the  Freefincal Robo Advisory Software Template. read more

Nov 2017 Freefincal Equity Mutual Fund Outperformance Screener

Use this screener file to hunt for equity funds that have consistently outperformed category benchmarks with good downside protection and/or upside performance. This screener is meant for DIY investors who hopefully would appreciate these unique metrics.  The  PlumbLine” is a set of handpicked mutual funds meant for the new investor to quickly get started when they use the  Freefincal Robo Advisory Software Template. read more

Oct 2017 Freefincal Equity Mutual Fund Outperformance Screener

Use this screener file to hunt for equity funds that have consistently outperformed category benchmarks with good downside protection and/or upside performance. I have now updated the list to match with Value Research category listing. Will update this from monthly from now on. Thanks to Dr. Dinesh Singh, for the push 🙂

Announcement: Gamechanger paperback is still available at a 35% discount for Rs. 129 only! Grab it or gift it to a young earner read more

Insight: Screening for mutual funds with consistent outperformance

When we wish to choose a mutual fund, it is reasonable to expect it to have beat a benchmark (either the one chosen by the fund house or one representative of its category) consistently – say 8 times out of 10. Can we also impost an additional constraint? Expect the fund to fall lesser than the benchmark? Is that reasonable? Is there any correlation between the two? Here are some insights from the Sep 2017 Freefincal Equity Mutual Fund Outperformance Screener. read more