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 →

List of Equity Mutual Funds with most consistent performance (Nov 2018)

Here is a list of equity mutual funds with the best performance consistency with respect to returns and risk as on Nov 2018. The results are extracted out of the freefincal equity mutual fund performance screener published yesterday. Two different sets of benchmarks were used to evaluate the funds and therefore two lists are presented below…

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 →

October 2018 Equity Mutual Fund Performance Screener

The freefincal Equity Mutual Fund Performance Screener October 2018 edition is available for download. Use this screener file to hunt for 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 →

List of funds that have consistently beat benchmarks with good downside protection

Here is a list of funds (October 2018) that have consistently beat benchmarks with good downside protection (funds that fell less than the index. The results are derived from the freefincal monthly consistency screener (Oct will be published next week). I would like to publish this list along with the screener each month from now on. There…

Continue reading →

September 2018 Equity Mutual Fund Performance Screener

The freefincal Equity Mutual Fund Performance Screener September 2018 edition is available for download. Use this screener file to hunt for 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 →

August 2018 Equity Mutual Fund Performance Screener

The freefincal Equity Mutual Fund Performance Screener August 2018 edition is available for download. 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 to select a…

Continue reading →

July 2018 Equity Mutual Fund Performance Screener

The freefincal Equity Mutual Fund Performance Screener is back after a five-month break. 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 to select a mutual…

Continue reading →

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…

Continue reading →

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…

Continue reading →

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…

Continue reading →