Commentary:
1. Finally I have made an investment to buy paid subscription to an office software, with which I am able to combine tables. Hence forth, all mutual funds reports will combine short term (1W thru 1Yr) and long term (3 Yr thru 20 Yr) data in reporting, as shown above. (There is no hybrid fund data beyond 10 Yrs)
2. The last line at the table below gives average summary of all 220 hybrid funds across all the timelines. One can appreciate the variation of Top 50 summaries across all timelines against this benchmark.
3. Top 50 Hybrid Funds Analysis.
Top 50 funds list is given for 1 Month and 1 Yr in short term, 3Yr, 5 Yr and 10 Yr in long term.
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 separately for short term and long term.
Green:
Short term: 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.
Long Term: If the returns for all the available timelines from 3Y thru 10Y is above the average within the list.
Amber:
Short Term: 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.
Long Term: If the returns for all the available timelines from 1W thru 1Y is above the average within the list except for one timeline.
These color codes help to avoid investing in a fund due to a furious short term or long term bullishness and then getting stuck beyond with underperformance.
Also, maintaining color codes separately for short term and long term help to distinguish performance leadership and consistance of performance across short term and long term separately.
3.1. Monthly Top 50:
3.2. Annual Top 50:
3.3. 3 Yr Top 50:
3.4. 5 Yr. Top 50:
3.5. 10 Yr Top 50:
4. 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:
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
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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.
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