How have Active Equity Mutual Funds Performed: May 2019 Report

Let us find out how actively managed equity mutual funds have performed against reperesentative category benchmarks using the May 2019 Equity Mutual Fund Performance Screener. The screener compares every possible 1,2,3,4 and 5-year returns of active funds with indices from April 3rd 2006.  So please note that we are evaluating performance over the last 13 years…

Continue reading →

May 2019 Equity Mutual Fund Performance Screener

The freefincal Equity Mutual Fund Performance Screener (May 2019) is available for download. Use this screener file to easily find best performing 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 to select…

Continue reading →

Shortlist Consistent Equity Mutual Funds (April 2019) with this sheet

The freefincal Equity Mutual Fund Performance Screener (Apil 2019) is available for download. Use this screener file to easily find best performing 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 to select…

Continue reading →

Twenty mutual funds that have outperformed Nifty Next 50 Index

Here are twenty mutual funds (out of 144) that have consistently outperformed Nifty Next 50 total returns index. I did the short-listing using the same criterion followed in the freefincal equity mutual fund consistency screener. Readers may recall a List of Equity Mutual Funds with most consistent performance (Feb 2019) published with the respective category benchmarks based…

Continue reading →

List of Equity Mutual Funds with most consistent performance (Feb 2019)

Here is a list of equity mutual funds with the best performance consistency with respect to returns and risk as on Feb 2019. The results are taken from the freefincal equity mutual fund performance screener published yesterday. Shortlisting procedure: (1) download screener from above link, (2) enable macros, (3) demand consistent outperformance of the benchmark over at…

Continue reading →

Easily Shortlist Consistent Equity Mutual Funds (Feb 2019) with this sheet

The freefincal Equity Mutual Fund Performance Screener (Feb 2019) is available for download. Use this screener file to easily find best performing 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 to select…

Continue reading →

Easily find Consistent Equity Mutual Funds (Dec 2018) with this sheet

The freefincal Equity Mutual Fund Performance Screener December 2018 edition is available for download. Use this screener file to easily find best performing 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 to…

Continue reading →

Easily find Consistent Equity Mutual Funds (Nov 2018) with this sheet

The freefincal Equity Mutual Fund Performance Screener November 2018 edition is available for download. Use this screener file to easily find best performing 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 to…

Continue reading →