We publish 5 sorts of screeners month-to-month. Every hyperlink will take you to the archive for that class with the most recent screener on the prime. Inside every screener, you get discounted hyperlinks to our robo advisory instrument and two programs: The way to get individuals to pay in your expertise (aka earn from expertise) and the lectures on goal-based portfolio administration.
(1) Actively managed fairness fund screener
Use this fairness MF screener to shortly discover the best-performing fairness funds amongst 300+ fairness funds which have persistently outperformed class benchmarks/indices with ample draw back safety (higher efficiency when the index is down) and upside efficiency (higher efficiency when the index is up).
(2) Debt mutual fund screener.
It is a debt mutual fund screener for fund choice, fund portfolio monitoring and studying. It additionally consists of hybrid funds that spend money on bonds. It’s going to fulfill buyers who want to spend money on cash market funds, banking and PSU funds and so on. The credit score high quality of the bonds within the portfolio and the bond maturity profile could be tracked.
As an alternative of common credit standing and common portfolio length (maturity) – which could be deceptive ) – the sheet lists the weights to completely different rankings like AAA, AA, A and so on. It additionally divides the bonds as maturing inside a yr, three years, 5 years and above. This permits the consumer to know higher credit score and rate of interest dangers in a fund or fund class.
(3) Low Volatility and Momentum Inventory Screener
We publish a checklist of shares with low volatility and momentum every month. We offer knowledge for BSE 500 and BSE 100 shares.
The frequent methodology of filtration: We filter for (1) optimistic 1-year return, (2) optimistic six-month return, (3) worth > 200-day transferring common, (4) 50% of each day optimistic returns, and (5) lowest volatility.
There are actually three completely different screener recordsdata obtainable.
- Shares with low volatility and momentum from the BSE 100 giant cap universe can be found as a separate file.
- Shares with low volatility and momentum from the BSE 500 universe are in a separate file.
- Historic knowledge from March 2019 to Feb 2022 will probably be primarily based on the Nifty 100. From March 2022 onwards, will probably be primarily based on BSE 100. That is obtainable as a separate file.
(4) Index Fund Monitoring error and monitoring distinction Screener
This index fund screener relies on monitoring error and returns distinction wrt benchmarks (aka monitoring distinction). The screener will assist customers consider how effectively an index fund has tracked its underlying benchmark. It’s going to additionally assist a perceive how monitoring a midcap index or the Nifty 100, 500 differs from monitoring the Sensex or the Nifty.
The index fund screener is a straightforward Excel file that may be opened in any spreadsheet utility. It has two sheets. (1) “Returns Index Funds”. This compares the trailing returns over the past 1,2,3,4,5,6,7 and eight years of 40+ index funds and their corresponding benchmarks. The return distinction (fund return minus index return) is listed. Precise return variations are extra intuitive than monitoring errors. (2) The monitoring error of those 30+ index funds over the past 1,2,3,4,5,6,7 and eight years can be offered
(5) ETF Monitoring Error Screener
This ETF screener relies on monitoring errors and monitoring variations (ETF return minus index return). The screener will assist customers consider how effectively an ETF has tracked its underlying benchmark.
The monitoring error is the ETF’s commonplace deviation minus index month-to-month return variations. The decrease the monitoring error, the extra environment friendly the ETF is in following the index. In contrast to returns, monitoring error knowledge over a number of durations is difficult to search out. Additionally, many buyers don’t appear to understand that the monitoring error depends upon the length. This screener hopes to vary that.
In an index fund, there’s solely the NAV. In an ETF, the models are usually traded throughout market hours like a inventory, with an related worth decided by provide and demand. An AMC-appointed middleman is meant to maintain the worth near the NAV, however usually this doesn’t occur.
The fund supervisor should make sure the NAV tracks the benchmark in an index fund. In an ETF, not solely ought to the NAV observe the benchmark, however the worth additionally ought to observe the benchmark (or equivalently observe the NAV).
ETF monitoring errors are often reported utilizing the NAV. The monitoring error or monitoring distinction info doesn’t inform us if the worth follows the NAV intently. We must guess this by buying and selling volumes. This screener will assist change that.
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Dr M. Pattabiraman(PhD) is the founder, managing editor and first writer of freefincal. He’s an affiliate professor on the Indian Institute of Know-how, Madras. He has over 9 years of expertise publishing information evaluation, analysis and monetary product growth. Join with him through Twitter or Linkedin or YouTube. Pattabiraman has co-authored three print books: (1) You could be wealthy too with goal-based investing (CNBC TV18) for DIY buyers. (2) Gamechanger for younger earners. (3) Chinchu Will get a Superpower! for youths. He has additionally written seven different free e-books on numerous cash administration matters. He’s a patron and co-founder of “Payment-only India,” an organisation for selling unbiased, commission-free funding recommendation.
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Our new e book for youths: “Chinchu will get a superpower!” is now obtainable!
Most investor issues could be traced to an absence of knowledgeable decision-making. We have all made unhealthy selections and cash errors once we began incomes and spent years undoing these errors. Why ought to our youngsters undergo the identical ache? What is that this e book about? As dad and mom, what would it not be if we needed to groom one potential in our youngsters that’s key not solely to cash administration and investing however to any side of life? My reply: Sound Determination Making. So on this e book, we meet Chinchu, who’s about to show 10. What he needs for his birthday and the way his dad and mom plan for it and train him a number of key concepts of determination making and cash administration is the narrative. What readers say!
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We publish month-to-month mutual fund screeners and momentum, low volatility inventory screeners.
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