We focus on the other ways through which you should use the Freefincal Fairness Mutual Fund Screener. The screener has two pages – a rolling returns sheet and a trailing returns sheet. The Sep 2025 version is the most recent screener on the time of writing. Always, the highest hyperlink on this archive is the most recent version of the fairness screener.
This screener completely covers actively managed fairness funds. We even have screeners for index funds, ETFs, Debt/Hybrid funds, shares and NPS funds.
Amusingly, this fairness screener has typically been utilized by us and lots of different readers to point out how only a few lively funds outperform the index and the way indexing is best! These articles are from the archive, and present efficiency numbers will probably be totally different.
Whereas we strongly advocate index funds, we additionally recognise that many individuals desire lively funds. Subsequently, it is very important present a screener that’s grounded in actuality. Greater than 15,000 readers use this screener.
Lively funds or passive funds are a tertiary consideration in comparison with a correct goal-based monetary plan. Additionally see Lively vs passive investing: the bottom actuality
We advocate the next for individuals who desire lively funds.
- Choose the classes first and construct a well-diversified however minimal portfolio. Examples: one flexicap fund, one aggressive hybrid fund, one giant and mid cap fund, one giant cap and one mid cap fund and so forth. If you’re not clear about this, then additional screening is of little use.
- Keep away from a “this or that strategy—for instance, one lively fund plus one passive fund.
- Don’t count on lively funds to outperform persistently. Be able to face lengthy intervals of underperformance. In case you can not deal with this, a passive fund is the superior alternative.
- Don’t choose stars or investor favourites! Select a quiet, cheap performer who doesn’t get a lot consideration.
- Search for reasonable and constant outperformance. Forged a large web with a number of funds in your shortlist.
- Have the conviction to decide on one. However make sure to learn the fund’s provide paperwork to grasp its technique. I personally desire funds from well-established AMCs.
- By no means go by easy trailing returns. That’s by current outperformance.
- Search for a fund that persistently falls decrease than the market. Many such funds additionally are typically outperformers by way of their returns. See” Unusual, however true! How mutual funds beat the index!
I like to recommend utilizing this file solely after finishing the next steps: Outline want and period —-> Determine asset allocation (use this instrument) —-> Determine product class —-> Then apply this screener for fairness funds.
Rolling Returns sheet
This has the next outputs.
- Rolling return outperformance consistency: the fund returns are in contrast with class benchmark returns over each potential 1Y, 2Y, 3Y, 4Y, and 5Y interval. The upper the outperformance consistency, the higher. Suppose 876 fund returns had been in contrast with 876 benchmark returns, and the fund has overwhelmed the benchmark 675 occasions. The consistency rating will probably be 675/876 ~ 77%.
- Upside efficiency consistency over each potential 1Y, 2Y, 3Y, 4Y, and 5Y: The upper, the higher. A rating of 70% signifies that 7 out of 10 occasions, the fund carried out higher than the class benchmark when the benchmark elevated. This can be a measure of reward.
- Draw back efficiency consistency over each potential 1Y, 2Y, 3Y, 4Y, and 5Y: The upper, the higher. A rating of 60% signifies that the fund outperformed the class benchmark in 6 out of 10 cases when the benchmark declined. This can be a measure of threat safety.
Reward measure: Rolling returns outperformance consistency.
Rolling returns are a easy estimate of how persistently a fund has outperformed a benchmark. Take, for instance, the HDFC Prime 100 Fund (graph beneath) vs Nifty 50 TRI between January 1, 2013, and Might 15, 2024. There are 1567 5-year rolling returns. If the return for every of those durations is plotted for the fund and index collectively, we are going to get a graph like this.
The fund has outperformed the index 649 out of 1567 occasions. Thus, the rolling return outperformance consistency over seven years is 649/1567 = 41.4%, indicating poor efficiency. A constant performer ought to beat the index not less than 60% to 70% of the time. So, the upper the rolling return outperformance consistency, the higher.
There are a number of methods to display for mutual funds. I’ll focus on two examples. If you’re investing with a transparent technique, it’s best to know which class of fund to decide on. So, step one is to pick out the class. You’ll be able to both use the macro buttons (high proper), 
This may also be achieved manually.
Then, methodology A: Set the 3Y and 5Y rolling return outperformance consistency to be above 70% or so. That ought to provide you with a pleasant shortlist to select from. Then, you may visually search for funds with the proper draw back safety consistency and decide one. Technique B: Search for funds above 70% draw back safety consistency over 3Y and 5Y, and select one. Bear in mind, by no means set slender filters and don’t be too demanding. Choosing the fund with one of the best previous efficiency is an indication of plain immaturity. Your screening standards ought to yield 5-6 funds always.
The trailing returns sheet exhibits funds which have overwhelmed the class benchmark at decrease volatility (normal deviation) over the past 1, 2, 3, 4, and 5 years. The shortlisted funds on this class can range considerably over time; due to this fact, this shouldn’t be used for main screening. Rolling returns are a extra sedate measure of consistency.
In case you plan to pay greater administration charges by choosing lively funds, contemplate these which can be persistently much less risky and underperform the benchmark much less when the benchmark returns are destructive. That means, you’ll not less than get some draw back safety (if that’s necessary to you) always, if not superior returns.
The clearer you’re about what you need and the way you wish to assemble a portfolio, the simpler it is going to be to make use of the screener. The Sep 2025 version is the most recent screener on the time of writing. Always, the highest hyperlink on this archive is the most recent version of the fairness screener.
Do share this text with your pals utilizing the buttons beneath.
Use our Robo-advisory Software to create a whole monetary plan! ⇐Greater than 3,000 buyers and advisors use this! Use the low cost code: robo25 for a 20% low cost.Plan your retirement (early, regular, earlier than, and after), in addition to non-recurring monetary objectives (reminiscent of baby schooling) and recurring monetary objectives (like holidays and equipment purchases). The instrument would assist anybody aged 18 to 80 plan for his or her retirement, six different non-recurring monetary objectives, and 4 different recurring monetary objectives with an in depth money stream abstract.
🔥You too can avail large reductions on our programs and the freefincal investor circle! 🔥& be a part of our neighborhood of 8000+ customers!
Monitor your mutual funds and inventory investments with this Google Sheet!
We additionally publish month-to-month fairness mutual funds, debt and hybrid mutual funds, index funds and ETF screeners and momentum, low-volatility inventory screeners.
You’ll be able to observe our articles on Google Information
We’ve greater than 1000 movies on YouTube!
Be a part of our WhatsApp Channel
Podcast: Let’s Get RICH With PATTU! Each single Indian CAN develop their wealth!
You’ll be able to watch podcast episodes on the OfSpin Media Mates YouTube Channel.
🔥Now Watch Let’s Get Wealthy With Pattu தமிழில் (in Tamil)! 🔥
- Do you’ve got a remark in regards to the above article? Attain out to us on Twitter: @freefincal or @pattufreefincal
- Have a query? Subscribe to our e-newsletter utilizing the shape beneath.
- Hit ‘reply’ to any e mail from us! We don’t provide personalised funding recommendation. We will write an in depth article with out mentioning your identify when you’ve got a generic query.
Be a part of 32,000+ readers and get free cash administration options delivered to your inbox! Subscribe to get posts by way of e mail! (Hyperlink takes you to our e mail sign-up type)
About The Creator
Dr M. Pattabiraman(PhD) is the founder, managing editor and first creator of freefincal. He’s an affiliate professor on the Indian Institute of Know-how, Madras. He has over 13 years of expertise publishing information evaluation, analysis and monetary product improvement. Join with him by way of Twitter(X), Linkedin, or YouTube. Pattabiraman has co-authored three print books: (1) You may be wealthy too with goal-based investing (CNBC TV18) for DIY buyers. (2) Gamechanger for younger earners. (3) Chinchu Will get a Superpower! for teenagers. He has additionally written seven different free e-books on numerous cash administration matters. He’s a patron and co-founder of “Price-only India,” an organisation selling unbiased, commission-free aum unbiased funding recommendation.
Our flagship course! Study to handle your portfolio like a professional to realize your objectives no matter market circumstances! ⇐ Greater than 3,500 buyers and advisors are a part of our unique neighborhood! Get readability on the right way to plan on your objectives and obtain the required corpus regardless of the market situation is!! Watch the primary lecture free of charge! One-time cost! No recurring charges! Life-long entry to movies! Scale back concern, uncertainty and doubt whereas investing! Discover ways to plan on your objectives earlier than and after retirement with confidence.
Improve your revenue by getting individuals to pay on your abilities! ⇐ Greater than 800 salaried staff, entrepreneurs and monetary advisors are a part of our unique neighborhood! Discover ways to get individuals to pay on your abilities! Whether or not you’re a skilled or small enterprise proprietor who desires extra shoppers by way of on-line visibility or a salaried individual wanting a aspect revenue or passive revenue, we are going to present you the right way to obtain this by showcasing your abilities and constructing a neighborhood that trusts and pays you! (watch 1st lecture free of charge). One-time cost! No recurring charges! Life-long entry to movies!
Our guide for teenagers: “Chinchu Will get a Superpower!” is now accessible!
Most investor issues may be traced to a scarcity of knowledgeable decision-making. We made dangerous choices 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 guide about? As dad and mom, what wouldn’t it be if we needed to groom one capacity in our youngsters that’s key not solely to cash administration and investing however to any side of life? My reply: Sound Choice Making. So, on this guide, we meet Chinchu, who’s about to show 10. What he desires for his birthday and the way his dad and mom plan for it, in addition to educating him a number of key concepts of decision-making and cash administration, is the narrative. What readers say!
Should-read guide even for adults! That is one thing that each mum or dad ought to train their youngsters proper from their younger age. The significance of cash administration and determination making based mostly on their desires and desires. Very properly written in easy phrases. – Arun.
Purchase the guide: Chinchu will get a superpower on your baby!
revenue from content material writing: Our new e-book is for these taken with getting aspect revenue by way of content material writing. It’s accessible at a 50% low cost for Rs. 500 solely!
Do you wish to examine if the market is overvalued or undervalued? Use our market valuation instrument (it’ll work with any index!), or get the Tactical Purchase/Promote timing instrument!
We publish month-to-month mutual fund screeners and momentum, low-volatility inventory screeners.
About freefincal & its content material coverage. Freefincal is a Information Media Group devoted to offering authentic evaluation, stories, opinions and insights on mutual funds, shares, investing, retirement and private finance developments. We accomplish that with out battle of curiosity and bias. Comply with us on Google Information. Freefincal serves greater than three million readers a 12 months (5 million web page views) with articles based mostly solely on factual data and detailed evaluation by its authors. All statements made will probably be verified with credible and educated sources earlier than publication. Freefincal doesn’t publish paid articles, promotions, PR, satire or opinions with out information. All opinions will probably be inferences backed by verifiable, reproducible proof/information. Contact data: To get in contact, use this contact type. (Sponsored posts or paid collaborations won’t be entertained.)
Join with us on social media
Our publications
You Can Be Wealthy Too with Objective-Primarily based Investing
Printed by CNBC TV18, this guide is supposed that can assist you ask the proper questions and search the right solutions, and because it comes with 9 on-line calculators, you too can create customized options on your way of life! Get it now.
Gamechanger: Neglect Startups, Be a part of Company & Nonetheless Stay the Wealthy Life You Need
This guide is supposed for younger earners to get their fundamentals proper from day one! It is going to additionally assist you to journey to unique locations at a low value! Get it or reward it to a younger earner.
Your Final Information to Journey
That is an in-depth dive into trip planning, discovering low-cost flights, price range lodging, what to do when travelling, and the way travelling slowly is best financially and psychologically, with hyperlinks to the net pages and hand-holding at each step. Get the pdf for Rs 300 (instantaneous obtain)
