Top 50 Mutual Funds as on Feb 28, 2025

 

Commentary:

1. Equity Funds

1.1. Equity Funds Summary

Indian Equities corrected further thru this week. There can be further correction ahead.

1.2. 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 return.

1.2.1. Equity Weekly Top 50

1.2.2. Equity Monthly Top 50

1.2.3. Equity Annual 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

1.3.3. Equity Annual Bottom 50

2. Hybrid Funds

2.1. Hybrid Funds Summary

2.2. Hybrid Monthly Top 50

3. Debt Funds

3.1. Debt Funds Summary

3.2. Debt Monthly Top 50

 

4. Commodity Funds

4.1. Commodity Funds Summary

4.2. Commodity Monthly Top 50

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/

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.

Top 50 Mutual Funds for the week ending on Feb 21, 2025

 

Commentary:

This weekly report is coming bit late this week, which is good as the markets recovered a bit thru this report, which could be a trap as the following week ended with more correction. So, no opportunity was lost.

Also, note that Gold corrected significantly after this report timeline. So, watch out on fresh investments into commodity funds.

1. Equity Funds

1.1. Equity Funds Summary

Equity markets recovered a bit, but we can not rule out further corrections ahead.

 

1.2. 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 return.

1.2.1. Equity Weekly Top 50

1.2.2. Equity Monthly Top 50

1.2.3. Equity Annual 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

1.3.3. Equity Annual Bottom 50

2. Hybrid Funds

2.1. Hybrid Funds Summary

2.2. Hybrid Monthly Top 50

 

3. Debt Funds

3.1. Debt Funds Summary

3.2. Debt Monthly Top 50

4. Commodity Funds

4.1. Commodity Funds Summary

4.2. Commodity Monthly Top 50

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/

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.

Top 50 Mutual Funds as on Feb 14, 2025

 Commentary:

1. Equity Funds

1.1. Equity Funds Summary

As anticipated, equities, at an overall average level, corrected significantly through this week causing further havoc on the equity portfolio of all concerned.

The average annual return shrunk further to 8.06%, with significant negative returns for the week, month, 3 months, and 6 months.

In contrast, the commodity funds shining bright, even from an average annual return perspective. (I will consider the ETFs than mutual funds for commodity fund investments as it is easier for me to buy and sell like a stock script).

Top 50 return averages for the week and year shrunk further. Top 50 funds for the month still looklook good, but they are all due to foreign equity.

There can be relief rally in between, while the equity market continues to slide ahead, thanks to global cues, and poor macro conditions short term in India and lack of spectacular quarterly results leading to higher valuations. One can see the bleeding of smallcap funds in the bottom 50 reports below.

We will see more money moving to hybrid funds in the mean time. So, watch the monthly Top 50 report of hybrid funds till equity recover for sure. Multi-asset funds doing better due to Gold and Silver price flares. Please note that the equity portion of hybrid funds will continue to do worse like equity funds, so stay away from aggressive hybrid funds for short term, say next three months.

Please note that it may be tempting to invest in the foreign funds doing great, but there can be RBI restrictions to enter those MFs now. Instead, you can buy corresponding ETFs in the market, like buying and selling stocks.

 

1.2. 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 return.

1.2.1. Equity Weekly Top 50

1.2.2. Equity Monthly Top 50

1.2.3. Equity Annual 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

1.3.3. Equity Annual Bottom 50

2. Hybrid Funds

2.1. Hybrid Funds Summary

2.2. Hybrid Monthly Top 50

3. Debt Funds

3.1. Debt Funds Summary

3.2. Debt Monthly Top 50

4. Commodity Funds

4.1. Commodity Funds Summary

4.2. Commodity Monthly Top 50

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/

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.

Top 50 Mutual Funds as on Feb 7, 2025

 

Commentary:

1. Equity Funds

1.1. Equity Funds Summary

Equities, at an overall average level, recovered a bit this week.  However, the average annual return shrunk further to 12.21, with significant negative returns for the month, 3 months, and 6 months.

Top 50 return averages for the week, month and year expanded a bit.

It is fair to say that the temporary recovery of the Indian equity market due to budget and 0.25% interest rate cut by RBI is over. We can anticipate further corrections of the market from this point forward.

I persoanlly have sold all my mutual fund holdings now, except for those which I can not sell as they are ELSS funds. I will now wait for the market bottom, which may happen anywhere between now and June 30th. I do not do SIP investing, rather like to come back big and invest bigger amount on confirmed market bottom. On market bottom, there will be a period of consolidation, giving enough time to reinvest at lower levels.

We will see more funds moving to hybrid funds in the mean time. So, watch the monthly Top 50 report of hybrid funds till equity recover for sure.

1.2. 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 return.

1.2.1. Equity Weekly Top 50

1.2.2. Equity Monthly Top 50

1.2.3. Equity Annual 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

1.3.3. Equity Annual Bottom 50

2. Hybrid Funds

2.1. Hybrid Funds Summary

2.2. Hybrid Monthly Top 50

3. Debt Funds

3.1. Debt Funds Summary

3.2. Debt Monthly Top 50

4. Commodity Funds

4.1. Commodity Funds Summary

4.2. Commodity Monthly Top 50

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/

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.