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…

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 May 2nd, 2017. Pranav Date wrote a code to match the…

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…

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…

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…

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…

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…

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…

Here is the November 2016 list of 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 Oct 26th 2016. Pranav Date played a key role in making this listing possible. He wrote a code to match the Value Research fund name and category…

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…

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…

Here is the September 2016 list of 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. Pranav Date played a key role in making this listing possible. He wrote a code to match the Value Research fund name and category with appropriate AMFI scheme code. This…