Friends, I am no more a mutual fund investor. I invest in ETFs instead, mainly for liquidity and fast entry and exit.
However, I do have academic interest in tracking mutual fund performances over a time and how the favorites change over time. This report is timely to sense the current trends and impact to overall short term and long term performance.
I have combined the short term performance numbers with long term performance numbers this time, so, you get a continuity in performance variation for any fund or top fund tracking.
Report Summary:
Summary Statements:
1. With commodity bull cycle in progress, it is fair to say that commodity funds give the best returns, beating the equity in all time intervals, from 1W thru the last 15 years.
2. Given the geo political risks around the current Iran war scenario, therefore it makes sense to stick to commodity funds for short term ahead, at least next two months.
3. Those who are stuck with equity funds, need to hold tight as it is too late to sell them. One can wait for next two months, and window of new opportunities to invest at lower levels could arise.
4. Though underperforming, equity funds do have positive returns overall, from 1Y timeline and above. Therefore, long term investors need not panic.
5. When equity funds return to positive performance ahead, say in next two months, one needs to evaluate their relative strength against the commodity funds, proven to be solid investments since last three years.
This report computes the overall ranking of mutual funds, by taking an average of returns for all timelines across short term and long term.
The average of top ranking mutual funds are given for the top ranks of 50, 100, 200, and 500 funds so that you can evaluate the performance of your portfolio against the top ranking ones. If your performance is way below the top 500 ranked funds performance, there is a need to meditate what reforms are needed in your investment patterns.
Top 50 funds return averages are also given in the summary across all the timelines upto 10 years (not too many funds there for year 15 and 20, so these two timelines ignored), so that an ardent mutual fund investor can evaluate the portfolio performance deviation from top perfromance benchmark.
1. Top 100 Mutual funds based on overall performance average across all timelines
2. Weekly Top 50
3. Monthly Top 50
4. Annual Top 50
4. 3Y Top 50
4. 5Y Top 50
4. 10Y Top 50
5. Link to the excel file :
Download this excel file, which has all the 2000+ funds in alphabetical order. Look for a specific fund and its overall ranking as needed. Since some funds dint give performance numbers to value research in time, their data may be missing.
https://docs.google.com/spreadsheets/d/11KJeUS8Od2ei5JrsnNpcZ-tMTa7e1n1I/edit?usp=sharing&ouid=105738207140973936109&rtpof=true&sd=truehttps://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 prospectus of a mutual fund for all the risk information associated prior to investment.
- The author can not be responsible for the omissions 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.
