Jan 2020 Equity Mutual Fund Performance Screener
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 →Category: Monthly Fund Screeners
We publish three kinds of screeners on a monthly basis: (1) Equity Mutual Fund screeners based on how consistently active funds are able to beat benchmarks. (2) Debt fund (including hybrid fund) screeners based on portfolio credit quality and interest rate risk. (3) Index fund tracking error screener based on how efficiently index funds are able to track their benchmarks. Scroll down to access the latest files.
How have Active Equity Mutual Funds Performed: May 2019 Report
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 →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 →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…
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