Saturday, May 31, 2025

Top 50 Mutual Funds as on May 30, 2025

 


Commentary:

Summary

 Compared to last week, the combined universe of mutual funds made modest progress through this week. The weekly gain of Weekly Top 50 were improved, but the monthly gain of Monthly Top 50 slowed down, but annual gain of Annual Top 50 improved.

Buy Sell recommendations and certain bullish reversal signs are mentioned for Equity funds in the summary section.

1. Combined Funds Top 50

Certain Defence funds, Capital Market ETF funds, Manufacturing Funds, Smallcap Funds from Equity funds dominated the Weekly Top 50 Combined. The PSU Bank Funds came on the top of this weekly list.

Certain Defence funds still look green on Combined Monthly Top 50.

 A good collection of Commodity funds still dominate the Combined Annual Top 50.  

1.1. Combined Funds Top 50 Summary

1.2. Combined Top 50

Green and Amber color marked mutual funds in the list: Since the focus is not only looking for the performance leaders, but also consistent above average performance across all the timelines, the funds are marked in Green or Amber to easily recognize consistency of perfromance among the leaders.

Green: 

If the returns for all the available timelines from 1W thru 1Y is above the average within the list. The fund can not be marked green even with this rule if the returns are not available beyond a month, in which case the fund is marked as amber only.

Amber: 

If the returns for all the available timelines from 1W thru 1Y is above the average within the list except for one timeline. For this exception, if any of the weekly and monthly returns are above average, then both timelines are considered to have above average

1.2.1. Combined Weekly Top 50



1.2.2. Combined Monthly Top 50



1.2.3. Combined Annual Top 50


2. Equity Funds

2.1. Equity Funds Summary

 

 

Compared to last week, the equity funds registered modest gains. The weekly gain of Weekly Top 50 beat the same from last week, but the monthly gain of Monthly Top 50 slowed down. Annual gain of annual Top 50 accelerated to 26.35%.

Buy List bottom line:

The following equity funds look promising to buy now:
- SBI BSE PSU Bank ETF or Index Fund
- Nifty Capital Market ETF fund - Motilal or Tata
- A set of defence funds
- SBI Long Term Advantage Fund Series V
- DSP Small Cap Fund
- LIC MF Manufacturing Fund

Please note the bullish reversal signs on certain Realty funds, Infrstructure funds, Manufacturing funds, PSU Bank funds, Alpha 50 Index funds.
 
Sell List bottom line due to bearish reversal signs:
- Certain Consumption and Tourism funds
- Certain Healthcare funds
 

2.2. Equity Top 50

2.2.1. Equity Weekly Top 50


2.2.2. Equity Monthly Top 50


2.2.3. Equity Annual Top 50

2.3. Equity Bottom 50

Both the weekly and monthly bottom 50 lists are leveraged to identify potential bearish reversal indications of the funds. This is done by marking above average annual return in bold and below average returns for the week and month. The funds with both weekly and monthy below average, but annual above average are marked in darker red, while the funds with only one of the weekly and monthly below averages but with above average annual return are marked in light red.

Annual bottom 50 funds list is used to recognize potential bullish reversal. Any fund with above average return for both the week and the month in the list is marked as grey indicating potential bullish reversal.

2.3.1. Equity Weekly Bottom 50


2.3.2. Equity Monthly Bottom 50


2.3.3. Equity Annual Bottom 50



3. Whether it is a weekly Top 50 MF report or special MF report, these are availble in the blog indicated below. 

Blog: NatsFunCorner! on Blogger

https://natsfuncorner.blogspot.com/

Other relevant Social Network Platform links:

Whatsapp Group: This whatsapp group is a peer group, people active in investment and trading (including day trading) are here, exchanging their insight and views. Please note that there is no room for promotional participation here. 

https://chat.whatsapp.com/IuzkVAHgn1jJ20ZmB8m9Vz

FB: https://www.facebook.com/nupadhya/

YouTube: https://www.youtube.com/user/nupadhya

Instagram: https://www.instagram.com/natsupadhya/

Twitter (X): https://twitter.com/nupadhya

LinkedIn: https: https://www.linkedin.com/in/nupadhya/


Disclaimer:

- This is not a solicitation for mutual fund investment nor an advice. It is only an insight to help investment decisions based on the free MF performance data downloaded from Value Research. Investment decisions are only yours to make.

- Mutual fund investments are subjected to market risk. Read the propsectus of a mutual fund for all the risk information associated prior to investment.

- The author can not be responsible for the ommissions or errors in the data from Value Research or the data processing errors if any by the author.

- All your investment decisions need to be based on your decision finally, with no blame to anyone else later.


Friday, May 23, 2025

Top 50 Mutual Funds as on May 23, 2025

  


Commentary:

Summary

Combined funds means all the funds from all fund types including equity, hybrid, debt and commodity funds, adding up to total 1831 funds this time.

Overall, the Mutual Funds universe saw no gains or pains through this week. Equity funds improved marginally. Hybrid funds corrected marginally. Commodity funds had a good weekly gain.

Combined Weekly Top 50 had moderate weekly gain. Combined Monthly Top 50 had strong monthly gain like last week, but bit lesser. Combined Annual Top 50 had slighty better annual gain.

 

1. Combined Funds Top 50


1.1. Combined Funds Top 50 Summary

Due to Gold price recovery globally, the Commodity Funds dominated Combined Weekly Top 50 this time.

Defence funds dint correct as much anticipated this week, so they still dominated Combined Monthly Top 50 list with green status. Other than HSBC Credit Risk Fund from debt funds, the rest of the funds were equity funds in the list. It is difficult for Hybrid funds to make it to the Monthly Top 50 when equities are dominating.

Gold funds dominate the Combined Annual Top 50 as usual.

1.2. Combined Top 50

Green and Amber color marked mutual funds in the list: Since the focus is not only looking for the performance leaders, but also consistent above average performance across all the timelines, the funds are marked in Green or Amber to easily recognize consistency of perfromance among the leaders.

Green: 

If the returns for all the available timelines from 1W thru 1Y is above the average within the list. The fund can not be marked green even with this rule if the returns are not available beyond a month, in which case the fund is marked as amber only.

Amber: 

If the returns for all the available timelines from 1W thru 1Y is above the average within the list except for one timeline. For this exception, if any of the weekly and monthly returns are above average, then both timelines are considered to have above average

1.2.1. Combined Weekly Top 50


1.2.2. Combined Monthly Top 50



1.2.3. Combined Annual Top 50


2. Equity Funds

2.1. Equity Funds Summary


Equity funds overall corrected a bit this week. The weekly gain of Weekly Top 50 was moderate.  The monthly gain of Monthly Top 50 was strong though bit less than last week. Annual gain of Annual Top 50 reduced a bit compared to last week.

Defence funds reappeared in Weekly Top 50 with moderate gain, and maintaining green status. But, I am vary of further investments on these, actually I booked nice profit on these funds thru the week.

Certin healthcare funds continue to display bearish reversal in Weekly/Momthly Bottom 50 list. The IT funds are appearing with bearish reversal in the Weekly Bottom 50 list.

The Reality funds continue to appear with bullish reversal in the Annual Bottom 50 list. I did invest in some of them last week, and it paid well through the week. Usually, bullish reversal is not enough to invest, but I could sense bullish sentiment in the market on realty as I am active in day to day investment /trading.
 
 
2.2. Equity Top 50

2.2.1. Equity Weekly Top 50



2.2.2. Equity Monthly Top 50



2.2.3. Equity Annual Top 50

2.3. Equity Bottom 50

Both the weekly and monthly bottom 50 lists are leveraged to identify potential bearish reversal indications of the funds. This is done by marking above average annual return in bold and below average returns for the week and month. The funds with both weekly and monthy below average, but annual above average are marked in darker red, while the funds with only one of the weekly and monthly below averages but with above average annual return are marked in light red.

Annual bottom 50 funds list is used to recognize potential bullish reversal. Any fund with above average return for both the week and the month in the list is marked as grey indicating potential bullish reversal.

2.3.1. Equity Weekly Bottom 50


2.3.2. Equity Monthly Bottom 50


2.3.3. Equity Annual Bottom 50


3. Whether it is a weekly Top 50 MF report or special MF report, these are availble in the blog indicated below. 

Blog: NatsFunCorner! on Blogger

https://natsfuncorner.blogspot.com/

Other relevant Social Network Platform links:

Whatsapp Group: This whatsapp group is a peer group, people active in investment and trading (including day trading) are here, exchanging their insight and views. Please note that there is no room for promotional participation here. 

https://chat.whatsapp.com/IuzkVAHgn1jJ20ZmB8m9Vz

FB: https://www.facebook.com/nupadhya/

YouTube: https://www.youtube.com/user/nupadhya

Instagram: https://www.instagram.com/natsupadhya/

Twitter (X): https://twitter.com/nupadhya

LinkedIn: https: https://www.linkedin.com/in/nupadhya/


Disclaimer:

- This is not a solicitation for mutual fund investment nor an advice. It is only an insight to help investment decisions based on the free MF performance data downloaded from Value Research. Investment decisions are only yours to make.

- Mutual fund investments are subjected to market risk. Read the propsectus of a mutual fund for all the risk information associated prior to investment.

- The author can not be responsible for the ommissions or errors in the data from Value Research or the data processing errors if any by the author.

- All your investment decisions need to be based on your decision finally, with no blame to anyone else later.


Saturday, May 17, 2025

Top 50 Mutual Funds Report as on May 16, 2025




 Commentary:

Summary:

The equities and hybrids improved the performance thru this week, but debt and commodity funds lagged compared to last week.

 

1. Combined Funds Top 50

All the 1800+ funds from all fund types are tabulated to identify Top 50 ones for the week, month and year. 

1.1. Combined Funds Top 50 Summary

Due to decisive victory of the Indian military in the recent squirmish with Pakistan, there is a sense of jubiliation in the country, and therefore the defence stocks are being bet on significantly thru this week, taking them to top performing status. But, by the next weekend, whether this positive sentiment will remain on the defence stocks is a huge question mark.

Due to equities super performance thru this week, the  combined Weekly Top 50 and Monthly Top 50 reports are mimicking the same of equity funds.  Though Commodity funds do appear on the Annual Top 50 in big numbers, they have lost the luster of green or amber color, meaning consistent performance promise.

1.2. Combined Top 50

Green and Amber color marked mutual funds in the list: Since the focus is not only looking for the performance leaders, but also consistent above average performance across all the timelines, the funds are marked in Green or Amber to easily recognize consistency of perfromance among the leaders.

Green: 

If the returns for all the available timelines from 1W thru 1Y is above the average within the list. The fund can not be marked green even with this rule if the returns are not available beyond a month, in which case the fund is marked as amber only.

Amber: 

If the returns for all the available timelines from 1W thru 1Y is above the average within the list except for one timeline. For this exception, if any of the weekly and monthly returns are above average, then both timelines are considered to have above average

1.2.1. Combined Weekly Top 50

1.2.2. Combined Monthly Top 50


1.2.3. Combined Annual Top 50
2. Equity Funds

2.1. Equity Funds Summary



Equities improved performance on Weekly average of Weekly Top 50 and Monthly average of Monthly Top 50, but not so on Annual Average of Annual Top 50.

The defence funds marked in green on Weekly and Monthly Top 50 can be considered for further investment with some risk ahead of correction, so I would consider them Hold than Buy.

Certain Nifty Capital Market funds have turned green from amber, so buy signal.

Certain Realty funds have shown bullish reversal on Annual Bottom 50 report, and Healthcare funds have shown bearish reversal on both the Weekly and Monthly Bottom 50 reports.

Though Gold related equity funds are showing bearishness on Weekly and Monthly Bottom 50, they are still hold when looked into the Annual Top 50 list.
 
2.2. Equity Top 50

2.2.1. Equity Weekly Top 50


2.2.2. Equity Monthly Top 50


2.2.3. Equity Annual Top 50

2.3. Equity Bottom 50

Both the weekly and monthly bottom 50 lists are leveraged to identify potential bearish reversal indications of the funds. This is done by marking above average annual return in bold and below average returns for the week and month. The funds with both weekly and monthy below average, but annual above average are marked in darker red, while the funds with only one of the weekly and monthly below averages but with above average annual return are marked in light red.

Annual bottom 50 funds list is used to recognize potential bullish reversal. Any fund with above average return for both the week and the month in the list is marked as grey indicating potential bullish reversal.

2.3.1. Equity Weekly Bottom 50




2.3.2. Equity Monthly Bottom 50



2.3.3. Equity Annual Bottom 50
3. Whether it is a weekly Top 50 MF report or special MF report, these are availble in the blog indicated below. 

Blog: NatsFunCorner! on Blogger

https://natsfuncorner.blogspot.com/

Other relevant Social Network Platform links:

Whatsapp Group: This whatsapp group is a peer group, people active in investment and trading (including day trading) are here, exchanging their insight and views. Please note that there is no room for promotional participation here. 

https://chat.whatsapp.com/IuzkVAHgn1jJ20ZmB8m9Vz

FB: https://www.facebook.com/nupadhya/

YouTube: https://www.youtube.com/user/nupadhya

Instagram: https://www.instagram.com/natsupadhya/

Twitter (X): https://twitter.com/nupadhya

LinkedIn: https: https://www.linkedin.com/in/nupadhya/


Disclaimer:

- This is not a solicitation for mutual fund investment nor an advice. It is only an insight to help investment decisions based on the free MF performance data downloaded from Value Research. Investment decisions are only yours to make.

- Mutual fund investments are subjected to market risk. Read the propsectus of a mutual fund for all the risk information associated prior to investment.

- The author can not be responsible for the ommissions or errors in the data from Value Research or the data processing errors if any by the author.

- All your investment decisions need to be based on your decision finally, with no blame to anyone else later.


Sunday, May 11, 2025

Top 50 Mutual Funds Report as on May 09, 2025

 


Commentary:

Important Note:

The format of this weekly report is further refined from this week, to create more value for the reader. The separate reports for Hybrid, Debt and Commodity funds are being discontinued, instead these fund types are combined with equity funds to create "Combined Top 50" for weekly, monthly and annual timelines. This way, we can look at the top 50 funds across all fund types, which help us to appreciate other fund types competing with equity fund types in market domination, that way the reader can be less partial only to only the equity funds I have been so far.

Since Gold and Silver prices are likely to explode ahead, we will therefore see the domination of commodity funds in the Combined Top 50 in near future. Also, there is one exceptional behavior of debt fund, which has shattered the results beyond equity funds, unable to confirm whether that is data error or an exceptional bond behavior.

The focus on equity funds will remain with detailed Top 50 and Bottom 50 analysis for weekly, monthly and annual basis. The bottom 50 for weekly and monthly will highlight bearish reversal signs within equity and the annual bottom 50 will highlight bullish reversal as usual.


1. Combined Funds Top 50

All the 1800+ funds from all fund types are tabulated to identify Top 50 ones for the week, month and year. 

1.1. Combined Funds Top 50 Summary

Since India is just coming out war like situation with Pakistan, and the fourth quarter results season is tapering, global cues are also being volatile, there is no consistency of leadership in Combined Top 50 reports except for the Commodity funds. I personally have addressed the need to invest in Gold for now through ETFs in my stock accounts, else one can see some of the commodity funds popping up in the Combined Top 50.

I hope to make more investment to Gold in the coming weeks as any correction will be short term, and in long term, Gold is likely to double or treble in its price. Silver will eventually catch up with Gold from Gold Silver price ratio of currently 100 going down to average 16 historically, but I will wait to confirm the silver price perk up, when which happens, I will more funds into Silver than the Gold, but I will wait for now.

1.2. Combined Top 50

Green and Amber color marked mutual funds in the list: Since the focus is not only looking for the performance leaders, but also consistent above average performance across all the timelines, the funds are marked in Green or Amber to easily recognize consistency of perfromance among the leaders.

Green: 

If the returns for all the available timelines from 1W thru 1Y is above the average within the list. The fund can not be marked green even with this rule if the returns are not available beyond a month, in which case the fund is marked as amber only.

Amber: 

If the returns for all the available timelines from 1W thru 1Y is above the average within the list except for one timeline. For this exception, if any of the weekly and monthly returns are above average, then both timelines are considered to have above average

1.2.1. Combined Weekly Top 50



1.2.2. Combined Monthly Top 50



1.2.3. Combined Annual Top 50

2. Equity Funds

2.1. Equity Funds Summary

Bottom line: Nippon India Japan Equity Fund and DSP World Gold FoF look promising to invest now.

The rest, I will wait for the dust to settle over next one or two weeks.
 
2.2. Equity Top 50

2.2.1 Equity Weekly Top 50



2.2.2. Equity Monthly Top 50



2.2.3. Equity Annual Top 50



2.3. Equity Bottom 50

Both the weekly and monthly bottom 50 lists are leveraged to identify potential bearish reversal indications of the funds. This is done by marking above average annual return in bold and below average returns for the week and month. The funds with both weekly and monthy below average, but annual above average are marked in darker red, while the funds with only one of the weekly and monthly below averages but with above average annual return are marked in light red.

Annual bottom 50 funds list is used to recognize potential bullish reversal. Any fund with above average return for both the week and the month in the list is marked as grey indicating potential bullish reversal.

2.3.1. Equity Weekly Bottom 50



2.3.2. Equity Monthly Bottom 50



2.3.3. Equity Annual Bottom 50



3. Whether it is a weekly Top 50 MF report or special MF report, these are availble in the blog indicated below. 

Blog: NatsFunCorner! on Blogger

https://natsfuncorner.blogspot.com/

Other relevant Social Network Platform links:

Whatsapp Group: This whatsapp group is a peer group, people active in investment and trading (including day trading) are here, exchanging their insight and views. Please note that there is no room for promotional participation here. 

https://chat.whatsapp.com/IuzkVAHgn1jJ20ZmB8m9Vz

FB: https://www.facebook.com/nupadhya/

YouTube: https://www.youtube.com/user/nupadhya

Instagram: https://www.instagram.com/natsupadhya/

Twitter (X): https://twitter.com/nupadhya

LinkedIn: https: https://www.linkedin.com/in/nupadhya/


Disclaimer:

- This is not a solicitation for mutual fund investment nor an advice. It is only an insight to help investment decisions based on the free MF performance data downloaded from Value Research. Investment decisions are only yours to make.

- Mutual fund investments are subjected to market risk. Read the propsectus of a mutual fund for all the risk information associated prior to investment.

- The author can not be responsible for the ommissions or errors in the data from Value Research or the data processing errors if any by the author.

- All your investment decisions need to be based on your decision finally, with no blame to anyone else later.