We publish four kinds of screeners each month: (1) For Equity Funds. (2) For Debt funds. (3) For Index funds. (4) For ETFs.
From this month, we shall be publishing a tracking error report of index funds (ETFs to be added later). The data is available for free and will be presented in an intuitive, easy-to-understand format. This month, 34 index funds and one ETF (Nifty Bees) are part of the list. We have now established the difficulties…
Continue reading →The freefincal Equity Mutual Fund Performance Screener (October 2020) is now available. Use it to screen for consistently performing equity mutual funds. You can screen based on fund category & benchmark and spot mutual funds that have got a higher return than a benchmark at a lower risk. Inside, you get ~ 40% discounted links…
Continue reading →The freefincal Equity Mutual Fund Performance Screener (September 2020) is now available. Inside, you also get an Rs. 1000 off, discounted link to the lectures on goal-based portfolio management. Screen for consistently performing equity mutual funds in September 2020. You can screen based on fund category & benchmark and spot mutual funds that have got…
Continue reading →The freefincal Equity Mutual Fund Performance Screener (August 2020) is now available. Inside, you also get an Rs. 1000 off, discounted link to the lectures on goal-based portfolio management. Screen for consistently performing equity mutual funds in August 2020. You can screen on the basis of fund category & benchmark and spot mutual funds that…
Continue reading →The freefincal Equity Mutual Fund Performance Screener (July 2020) is now available. Inside, you also get an Rs. 1000 off, discounted link to the lectures on goal-based portfolio management. Screen for consistently performing equity mutual funds in July 2020. You can screen on the basis of fund category & benchmark and spot mutual funds that…
Continue reading →The freefincal Equity Mutual Fund Performance Screener (June 2020) is now available. Inside, you also get an Rs. 1000 off, discounted link to the lectures on goal-based portfolio management. Screener for consistently performing equity mutual funds in June 2020. You can screen on the basis of fund category & benchmark. Use this screener file to…
Continue reading →Screener for consistently performing equity mutual funds in May 2020. You can screen on the basis of fund category & benchmark. Includes an Rs. 1000 off, discounted link to the lectures on goal-based portfolio management.
Continue reading →Screener for consistent, best-performing equity mutual funds in April 2020. You can screen on the basis of fund category & benchmark, risk and returns. Includes an Rs. 1000 off, discounted link to the lectures on goal-based portfolio management.
Continue reading →Screener for consistent, best-performing equity mutual funds in Mar 2020. You can screen on the basis of fund category & benchmark, risk and returns. Includes an Rs. 1000 off, discounted link to the lectures on goal-based portfolio management.
Continue reading →Screener for consistent, best-performing equity mutual funds in Feb 2020. You can screen on the basis of fund category & benchmark, risk and returns. Includes an Rs. 1000 off, discounted link to the lectures on goal-based portfolio management.
Continue reading →Screener for consistent, best-performing equity mutual funds in January 2020. You can screen on the basis of fund category & benchmark, risk and returns
Continue reading →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 →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 →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…
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