Monday, July 28, 2025

Top 50 & Bottom 50 Indian Mutual Funds for the week ending July 25, 2025

 


Commentary:

Summary

The mutual funds in general, corrected through this week. However, the annual return average improved when compared to the last week, which means annual return leaders are performing better in general. However, the weekly return average of annual bottom 50 turned red from green thru this week, which means the performance leadership recovery cause is lost among laggards.

Equities are underperforming both from 1W and 1M basis. The rest are better than equity for the same time periods, and the commodities are shining brighter in this regard.

But the Annual Top 50 returns improved significantly, which means, when going gets tough, the tough gets going, meaning the annual performance leaders are faring better than the rest.


Concern:

There is a further risk of correction in the market ahead, so the trend of underperformance and lack of consistency of leadership may persist. The commodities may remain to be the most attractive.

Opportunity:

In spite of weekly volatility, commodity funds are accumulating better returns for the longer timelines.

1. Combined Funds Top 50

1.1. Combined Funds Top 50 Summary

Weekly return of Weekly Top 50 and Annual return of Annual Top 50 improved thru this week, but the Monthly return of Monthly Top 50 waned.  So, there is an emergence of new performance leaders relatively thru this week, and the annual performance leaders established better grip (mainly due to commodities).

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

Indian equity funds remain unattractive for new investments.

NOTE: The title reads as "Weekly Bottom 50", it should be "Weekly Top 50".



1.2.2. Combined Monthly Top 50

Indian equity funds remain unattractive for new investments.



1.2.3. Combined Annual Top 50

Indian equity funds remain unattractive for new investments.

1.3. Combined Bottom 50

Bearish reversal signs:

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.

Bullish reversal signs:

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. Combined Weekly Bottom 50

Capital Market funds have lost the steam and have become bearish. The tech funds have become worse.


1.3.2. Combined MonthlyBottom 50

Capital Market funds have lost the steam and have become bearish. The tech funds, defence funds and realty funds have become worse.


1.3.3. Combined Annual Bottom 50

Quant fund family, which has been a consistent under performer since April 2024 is showing signs of relative recovery thru some funds, but this does not mean investment worthiness yet.

2. Referrence Links

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/GLj1DGwMLToGwSos7ZM3kR?mode=ac_t

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.

Saturday, July 19, 2025

Top 50 and Bottom 50 Indian Mutual Funds for the week ending on July 18, 2025

 



Commentary:

Summary

This week, overall, mutual funds gained. The equity funds and commodity funds gained beyond the combined average, and the commodity funds gained more than equity funds.

Equity funds remain below the combined average when it comes to the annual average. The commodity funds remain below the combined average when it comes to the monthly average.

Commidty funds remain to stand out when it comes to the 6 months returns and annual returns.

Concern:

Combined MF Annual Top 50 Monthly Average remains lower than that of Combined MF Average, which means that the annual performance leaders are laggards in the short term basis. Fair to say that there is no consistancy of leadership across all timelines.

Opportunity:

Since the Weekly Average of Annual Bottom 50 is above the Combined Weekly Average, we can say that the worst is getting over for the annual laggards.

1. Combined Funds Top 50

1.1. Combined Funds Top 50 Summary

Weekly Average of Weekly Top 50, Monthyl Average of Monthly Top 50, and Annual Average of Annual Top 50 have improved when compared to the last week Top 50 summary, which is an indication that mutual fund returns are looking up in general as the result season is up.

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

Certain Nifty Capital Market Index funds shown in green are showing Buy signal.


1.2.2. Combined Monthly Top 50

On a monthly basis, there is no clear leadership as to true "Indian" funds confirming Buy signal. 


1.2.3. Combined Annual Top 50

On an annual basis, there is no clear leadership as to true "Indian" funds confirming Buy signal. 



1.3. Combined Bottom 50

Bearish reversal signs:

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.

Bullish reversal signs:

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. Combined Weekly Bottom 50
Defence based funds continue to warn with significant bearish signal.

Private Bank ETF funds have become mildly bearish ahead.

Nifty IT ETFs are nose deep in the bearish territory, which is no surprise.




1.3.2. Combined Monthly Bottom 50

Bearish signals are similar to that in the Weekly Bottom 50


1.3.3. Combined Annual Bottom 50

Recovery promises on Infrastructure funds, Manufacturing funds, Consumption funds, Small cap funds, and Flexi Cap funds. But need further observation thru coming weeks. Investment worthiness is not confirmed yet.


2. Referrence Links

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.

Friday, July 11, 2025

Combined Top 50 & Bottom 50 Indian Mutual funds for the week ending July 11, 2025

 



Commentary:

Summary

Mutual funds corrected further thru this week in general. However the averages for the 6 months and annual basis marginally improved.

Equities had significant correction, therefore hybrids also corrected for the week. Debt funds remained higher than the combined average, the Commodity funds had a positive week.

Effectively equities are now underperforming both for the week and the month, while maintaining positive outlook on three months basis.

Debt and Hybrids are under-performing for the 3 months and 6 months basis. Commodities are underperforming for the 3 months basis.

Concern:

There is no consistent performance leadership of mutual funds on Monthly Top 50 and Annual Top 50 basis with Green status. However, certain commodity funds gained green status on the Weekly Top 50 list.

I personally remain out of mutual fund investments for short term ahead, and leverage specific opportunities short term through ETF purchase, for example for Gold and Silver.

Opportunity:

Short term, the commodity funds may outperform.

This week report analysis further confirms the macro / segmental / sectoral outlooks / sentiments we can pick up for stock investment and trading short term, which is the key motivation for me to toil on this report week in and week out.

1. Combined Funds Top 50

1.1. Combined Funds Top 50 Summary

Combined Top 50 performance declined when compared to last week, on the Weekly average of Weekly Top 50, Monthly average of Monthly Top 50 and Annual average of Annual Top 50, further reconfirming that mutual funds are losing steam in general.

Good news is that all the top 50 lists across the week, month and year are having averages above the combined mutual fund averages. So, there is consistency of leadership, at least at the averages of Top 50 lists.

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

Certain commodity funds regaining green status in the list is a confirmation of the superior performance of the commodity funds for the near future. 



1.2.2. Combined Monthly Top 50

Lack of green rows is a reconfirmation of lack of leadership consistency on a one month basis, further reconfirming that the markets likely to remain volatile ahead.



1.2.3. Combined Annual Top 50

Lack of green rows even at the annual level is a concern for the consistency of mutual funds leadership for an extended period. Commodity funds, however seem to provide some saftey net in spite of short term volatility for maintaining better annual returns ahead.


1.3. Combined Bottom 50

Bearish reversal signs:

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.

Bullish reversal signs:

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. Combined Weekly Bottom 50

Defence and Tech funds are significantly bearish ahead.

Capital market / Financial funds have lost steam and appear bearish ahead.



1.3.2. Combined Monthly Bottom 50

Again, Defence and Tech funds display bearish signal even on monthly basis.

Absence of financial / capital market funds in this bearish list for now leaves hope that they may recover ahead in spite of weekly bearish signs. This is how we can contrast weekly and monthly bearish lists.
 



1.3.3. Combined Annual Bottom 50

There are some signs of bullish reversal for the infrastructure funds. It is a good news for those who are stuck with such funds, but it is not a new buy signal yet.


2. Referrence Links

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.

Wednesday, July 9, 2025

Top 50 and Bottom 50 Indian mutual funds for the week ending on July 04, 2025

 

Commentary:

Summary

Since I was out of station during the weekend, this report is coming late, but still useful to keep the last week in perspective.

Though I am not much into mutual funds now a days (mainly due to lack of consistent performance leadership of funds for medium term anymore), I find these reports very useful every week to strengthen my fuzzy logic for the daily day trading and investment decisions for the week ahead as follows:

- Overall market sentiment and the sectoral preferences

- The leadership rotation across fund types, sectors

- Bullish and bearish reversal signals (For example, through this report, the financial and railways PSU funds are showing bearish reversal signs, sending warning signal as to not to leverage them further thru the week ahead for long bets.)

- Performance benchmarks for me to beat in my own trading game

- Catching the rare mutual fund investment opportunity that will complement my daily engagement

Since the combined Top 50 analysis across the week, month and year is working well in this regard, I am re-introducing the Bottom 50 analysis, but at the Combined level than the equity only.

Will comment specifically for each of the Top 50 and Bottom 50 tables from here onwards, so the reader may need to browse through the entire report to maximise reading value.

Looking at the overall performance summary for this week, the equity and hybrid funds under performed for this week. The equities remained positive for the 1Month and 3 Month basis. Commodity funds remained underperforming for the month in spite of weekly gain this week.

Overall, the mutual funds slowed down through this week.

Concern:

Due to market volatility, there is no consistency of specific mutual fund leadership for short term or beyond, which can be frustrating for the mutual fund investor.

1. Combined Funds Top 50

1.1. Combined Funds Top 50 Summary

The weekly return of Weekly Top 50, the monthly return of Monthly Top 50 and the annual return of Annual Top 50 slowed down through this week.

Monthly return of Annual Top 50 is lower than the average across all mutual funds, which means that the annual top performers have underperformed through the last one month, which again is an indication of leadership churn out short term.

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

Commodity funds recovery through this week put Tata Silver ETF into the green zone, only one in the list.

1.2.2. Combined Monthly Top 50

Lack of India equity based funds leadership in the green zone for the monthly leadership is a concern.

1.2.3. Combined Annual Top 50

Leadership churnout among annual leaders is further, with no fund in the green zone.

1.3. Combined Bottom 50

Bearish reversal signs:

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.

Bullish reversal signs:

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. Combined Weekly Bottom 50

Financial and Private Bank related funds showing bearish reversal.


1.3.2. Combined Weekly Bottom 50
Railway PSU funds are showing bearish reversal signs.

1.3.3. Combined Weekly Bottom 50

2.

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.