Friday, May 23, 2025

Top 50 Mutual Funds as on May 23, 2025

  


Commentary:

Summary

Combined funds means all the funds from all fund types including equity, hybrid, debt and commodity funds, adding up to total 1831 funds this time.

Overall, the Mutual Funds universe saw no gains or pains through this week. Equity funds improved marginally. Hybrid funds corrected marginally. Commodity funds had a good weekly gain.

Combined Weekly Top 50 had moderate weekly gain. Combined Monthly Top 50 had strong monthly gain like last week, but bit lesser. Combined Annual Top 50 had slighty better annual gain.

 

1. Combined Funds Top 50


1.1. Combined Funds Top 50 Summary

Due to Gold price recovery globally, the Commodity Funds dominated Combined Weekly Top 50 this time.

Defence funds dint correct as much anticipated this week, so they still dominated Combined Monthly Top 50 list with green status. Other than HSBC Credit Risk Fund from debt funds, the rest of the funds were equity funds in the list. It is difficult for Hybrid funds to make it to the Monthly Top 50 when equities are dominating.

Gold funds dominate the Combined Annual Top 50 as usual.

1.2. Combined 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. Combined Weekly Top 50


1.2.2. Combined Monthly Top 50



1.2.3. Combined Annual Top 50


2. Equity Funds

2.1. Equity Funds Summary


Equity funds overall corrected a bit this week. The weekly gain of Weekly Top 50 was moderate.  The monthly gain of Monthly Top 50 was strong though bit less than last week. Annual gain of Annual Top 50 reduced a bit compared to last week.

Defence funds reappeared in Weekly Top 50 with moderate gain, and maintaining green status. But, I am vary of further investments on these, actually I booked nice profit on these funds thru the week.

Certin healthcare funds continue to display bearish reversal in Weekly/Momthly Bottom 50 list. The IT funds are appearing with bearish reversal in the Weekly Bottom 50 list.

The Reality funds continue to appear with bullish reversal in the Annual Bottom 50 list. I did invest in some of them last week, and it paid well through the week. Usually, bullish reversal is not enough to invest, but I could sense bullish sentiment in the market on realty as I am active in day to day investment /trading.
 
 
2.2. Equity Top 50

2.2.1. Equity Weekly Top 50



2.2.2. Equity Monthly Top 50



2.2.3. Equity Annual Top 50

2.3. 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.

2.3.1. Equity Weekly Bottom 50


2.3.2. Equity Monthly Bottom 50


2.3.3. Equity Annual Bottom 50


3. 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.


No comments:

Post a Comment