June 2017 Equity Mutual Fund Outperformance Screener

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 June 2nd 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…

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May 2017 Equity Mutual Fund Outperformance Screener

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 May 2nd 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…

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Equity Mutual Fund Screener with April 2017 SIP, Lump sum returns (1-11Y) & capture ratios

Each month, I publish equity mutual fund lump sum and SIP returns; upside capture, downside capture and capture ratios over 1,2,3,4,5,6,7,8,9,10,11 year periods. This can be used as a screener to quickly select mutual funds. This time the period considered is from April 3rd 2006 to Mar 31st 2017. Pranav Date wrote a code to match the Value…

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Equity Mutual Fund Outperformance Screener: April 2017

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 Mar 31st 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 simple…

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Equity Mutual Fund Screener with March 2017 SIP, Lump sum returns (1-9Y) & capture ratios

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. This can be used as a screener to quickly select mutual funds. This time the period considered is from April 3rd 2006 to Feb 28th 2017. Pranav Date wrote a code to match the…

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Equity Mutual Fund Outperformance Screener: March 2017

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…

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Feb 2017: Equity Mutual Fund SIP, Lump sum returns (1-9Y) & capture ratios

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…

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February 2017: Equity Mutual Fund Outperformance Screener

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…

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December 2016: Mutual Fund Performance Consistency Screener Data

Here is this month’s screener data of how consistent a fund has performed with respect to a category benchmark over every possible 3-year, 5-year and 7-year investment duration since 3rd April 2006. All equity funds and equity-oriented balanced funds (excluding equity savings funds) have been considered*. The method adopted is based on this report:  A simple way to…

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October 2016: Mutual Fund Performance Consistency Screener Tool

A mutual fund screener based on how consistent a fund has performed with respect to a category benchmark over every possible 3-year, 5-year and 7-year investment duration since 3rd April 2006 is presented. All equity funds and equity-oriented balanced funds (excluding equity savings funds) have been considered*. The method adopted is based on this report:  A…

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Mutual Fund Performance Consistency Screener: September 2016

A mutual fund screener based on how consistent a fund has performed with respect to a category benchmark over every possible three-year investment duration since 3rd April 2006 is presented. All equity funds and equity-oriented balanced funds (excluding equity savings funds) have been considered*. Regular readers would immediately recognise that this is a follow-up to the…

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