Use this screener datasheet to choose mutual funds that have consistently outperformed a category benchmark over every possible 3,5,7 year periods from April 3rd 2006 to Feb 28th 2017. Includes a “how-to-use” video. All equity funds and equity-oriented balanced funds (excluding equity savings funds) have been considered**. The method adopted is based on this report:  A…

Each month, I publish equity mutual fund lump sum and SIP returns; upside capture, downside capture and capture ratios over 1,2,3,4,5,6,7,8,9 year periods determined up to Feb 3rd 2017. This can be used as a screener to quickly select mutual funds. Pranav Date wrote a code to match the Value Research fund name and category with appropriate…

Use this February 2017 screener datasheet to choose mutual funds that have consistently outperformed a benchmark* over every possible 3,5,7 year periods from April 3rd 2006 to Feb 3rd 2017. Includes a “how-to-use” video. All equity funds and equity-oriented balanced funds (excluding equity savings funds) have been considered**. The method adopted is based on this…