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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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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