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

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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 🙂

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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

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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

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Sep 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.

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Regular readers may be aware that I have been publishing such screener files for about a year now once a month (except Aug 2017, when my hard drive crashed). Up to June 2017, two screener sheets were published – one for outperformance and one for upside/downside performance. From July 2017, they have now been merged into one single file and hopefully is simpler to digest. read more

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Freefincal Monthly Mutual Fund Screener (July 2017): Risk vs Reward Consistency

The July 2017 Freefincal Mutual Fund Screener is out! This tells you how consistently a fund has beat its chosen category benchmark over 3,5,7 year periods. In addition, its consistency in downside protection and upside performance is also included, along with lump sum and SIP returns over 1,2,3,4,5,6,7,8,9,10,11 year periods.

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Announcement: Venkatesh Jambulingam has been kind enough to translate few of my posts in Tamil. Please support his work by sharing it. Latest posts: read more

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