1. Equity Funds
1.1. Equity Funds Summary
Equities recovered further a bit thru this week. However their overall monthly average turned further negative because of the rolling effect, where the returns from the 31st day back was lost and the recent week return was not good enough to compensate it. Annual returns overall improved.
Weekly Top 50 weekly returns improved, but Monthly Top 50 monthly return and Annual Top 50 annualy return shrunk.
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
1.3. 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
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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