1. Equity Funds
1.1. Equity Funds Summary:
1.1.1. Equity funds on average recovered thru this week, though their average return for the month and 3 months remain negative.
1.1.2. The weekly Top 50 had better positive weekly return and the Monthly Top 50 also had better positive monthly return. But the Annual Top 50 annual return shrunk a bit to 49.39, how is this possible when we had a positive weekly return on these annual Top 50. It is possible because this is rolling return, compared to last week average, we left 57th week data and grabbed this week data, so the 57th week data had a better return than this week data for the annual return impact.
2. Equity Top 50:
The Top 50 lists will have certain funds marked as green and amber. The one in the green are those with above average return within the list for all timelines from 1W thru 1M. The amber ones are similar except they miss the above average return for only one timeline, and between the weekly and monthly return, if any one is above average, then both are considered above average for the amber rule.
2.1. Equity Weekly Top 50:
2.2. Monthly Top 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.
3.1. Weekly Bottom 50:
3.2. Monthly Bottom 50:
3.3. Annual Equity Bottom 50:
Annual equity bottom 50 list is leveraged to look for bullish reversal of funds. Such funds are marked in grey, for having above average returns for both the week and the month.
4. Hybrid Funds:
4.1. Hybrid Funds Summary:
Equity revival helped hybrid funds average to be positive for the week, but the monthly and 3 month average are still negative.
4.2. Hybrid Funds Monthly Top 50:
With equity revival, there is a churn out in the Monthly Top 50, and therefore this week we are not finding any hybrid fund in green, but many aggressive type ones have come back to amber.
5. Debt Funds.
5.1. Debt Funds Summary: Nothing noteworthy to mention
5.2. Debt Funds Monthly Top 50
6. Commodity Funds
6.1. Commodity Funds Summary:
Commodity funds had a very good weekly recovery, thanks to the escalation in the Ukraine war. The monthly return remains negative though.
6.2. Commodity Monthly Top 50:
With weekly return revival, there is prominence as to the overall return leadership, with so many commodity funds back to green status.
7. Whether it is a weekly Top 50 MF report or special MF report, these are availble in the blog indicated below. Blogs are also rendered as videos (on Youtube and Instagram) for those not prefering to read.
Blog: NatsFunCorner! on Blogger
https://natsfuncorner.blogspot.com/
Other relevant Social Network Platform links:
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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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