Commentary:
1. Equity Funds
1.1. Equity Funds Summary
The equity market saw a mild improvement this week, overall.
Since the Trump Tariff announcements, the global equity market has been volatile. As a result, there is no consistent performance of equity mutual funds in the top 50 list as each week comes with a new twise. Only exception has been the financial sector in India, thanks to RBI liquidity measures, interest rate cuts etc.
Now, with Pehalgam terror event, the defence stocks are perking up, but there is no guarantee that this perk up will sustain ahead. So, invest in related mutual funds with this risk ahead.
Indian fourth quarter results season is coming to an end, for me overall season has been neutral, but better than anticipated, and market has priced that in already. The real shot in the arm for India in the last three weeks or so is the FII money flow which has propped the equity market well, especially around the financial sector. Now with the US market recovery, one needs to watch whether the FII flow will stop or will there be some reversals in the short term. US market recovery helped Technology stocks to recover a bit, the pharma stocks are looking ok. But the technology stocks sentiments is still negative due to the US recession fears ahead.
The small cap stocks have not recovered from their low yet significantly, and we see Small Cap mutual funds appearing in bearish reversal list as part of Bottom 50 analysis, which is a concern. Until the smallcap stocks recovery can be confirmed, the Indian equity market recovery can not be considered secular, which may need us to wait till July, thru the first quarter 2026 result season.
The investment worthy equity mutual funds as confirmed by this week report:
- Nifty India Defence Index/ETF funds: ABSL, Groww, Motilal Oswal (Not sure whether this bullishness will last longer, but one can take a risk here, if willing to reverse the investment on bearish reversal signals thru Bottom 50 analysis in later weeks)
- Motilal Oswal Large Cap Fund
1.2. Equity Top 50
1.2.1. Equity 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. Equity Weekly Top 50
1.3. 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.
1.3.1. Equity Weekly Bottom 50
1.3.2. Equity Monthly Bottom 50
2. Hybrid Funds
3. Debt Funds
5. 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/
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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.
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