How do I know if my mutual fund portfolio is good or bad?

All you need to do for this is to analyze your mutual fund's risk profile, and this can be done using a riskometer . Stock market indices are mandated to disclose the risks of a mutual fund to investors, and they can be of great help to you.

What's the best indicator of a successful mutual fund?

Common technical indicators that can help evaluate a mutual fund as a good or bad investment include trendlines, moving averages, the relative strength index (RSI), support and resistance levels, and chart formations .

What if I invest $5,000 in mutual funds for 5 years?

The SIP calculator will show that after investing Rs. 5,000 per month for 5 years at a 12% annual return, you will receive a final amount of Rs. 4,12,432 . Be aware that the total amount you invested over 5 years is Rs. 3,00,000.

What if I invest $1,000 a month in mutual funds for 20 years?

Mid Cap Mutual Fund:- If you invest Rs 1000/per month for 20 yrs in Mid cap mutual fund, Assuming that 15–16 % interest rate. You will have approx 15–16 lakhs .In long term all mutual funds are safe.

What is considered a good return on mutual funds?

A 10% return on a mutual fund can be considered good, especially if it aligns with the investor's financial goals and risk tolerance. However, individual expectations and market conditions play a significant role in determining what is considered satisfactory.

Should a 70 year old invest in mutual funds?

Conventional wisdom holds that when you hit your 70s, you should adjust your investment portfolio so it leans heavily toward low-risk bonds and cash accounts and away from higher-risk stocks and mutual funds . That strategy still has merit, according to many financial advisors.

Which is the best website for mutual fund analysis?

RankMF is the only mutual fund research & investment platform in India with “Right time to Invest” Indicator that guides investors to time their mutual fund investment using its proprietary Margin of Safety Index (MosDex).

Is it OK to have 10 mutual funds?

Unless you are very well versed with the markets and have expert knowledge about mutual funds, a good rule of thumb would be to own: Large Cap Mutual Funds: Up to 2. Maybe 3 at best . Beyond that, it doesn't make sense as there will be a great overlap in the shares owned by your mutual funds.

What does a good mutual fund portfolio look like?

The best portfolio allocation for long-term growth involves diversification across asset classes like stocks, bonds, and cash . The specific allocation depends on individual goals and risk tolerance, often favouring a higher percentage in equities for long-term growth potential.

How do you know if your portfolio is doing well?

Relative performance — Comparing your return to the overall market is a better measure. If your total portfolio is up 20% for the year and the overall market is only up 15%, you have done very well . Or if your portfolio is down 10% and the overall market is down 15%, you have done well.

How do I check my mutual fund portfolio performance?

Returns: The fact sheet will show the fund's results over the past one year/three year/ five years/since inception etc. This is crucial to know before you buy a fund, as it gives a snapshot of the fund's history and current trajectory. You can find the fact sheet on the mutual fund's website.

Mutual Fund Screener Version 7.0 (2024)

Last Updated on August 30, 2021 at 4:15 pm

Use this tool to automatically screen mutual funds based on returns and create a shortlist of consistent performers. The updated version corrects a bug and now includes Benchmark 1 to 12 year CAGRs.

The toolgrabs annual returns data from value research for different categories and calculates

12,11,10,9,8,7,6,5,4,3,2 and 1 year returns (CAGR corresponding to lump sum investments)
Readers who use the mutual fund selection guidein particular,How to select an equity mutual fund – Creating a shortlistwill realise that VR online had removed the 7-year return option. Hopefully, this sheet will remove that dependence on VR for Excel users.
The user can input a reference rank, say 15. Then the number of times, funds have got a return rank below 15 is computed and consistency score is evaluated. Call thisshortlist-1
Alternatively, funds which have consistently beat category average for 1,2,3 …12-year returns is also computed.Call thisshortlist-2
The funds common to both shortlists can then be further evaluated with benchmarks.
The number of times the funds annual returns were above category average annual returns is also computed.Call thisshortlist-3
The user gets a list of consistent performers in terms of peer rank in about 15-20 seconds!

Screenshots

How to use video: How to select an equity mutual fund in 30 minutes!

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Note:

This screener is meant to be used while choosing a new mutual fund and not for performance evaluation.
The return that you have got will be quite different from the annual returns used here.
This is a method to create a shortlist and notch0ose funds.
The risk associated with consistent performance will have to be separately evaluated.
I suggest that you calculate the downside risk for the funds in your shortlist with this tool:Mutual Fund Downside Protection Calculatorand choose a fund with a consistently low downside capture ratio.
Alternatively, theMutual Fund SIP and Lump Sum Rolling Returns Calculatorscan also be used.
Although the standard past performance disclaimer applies, there is merit in using this method because of these results:Mutual Fund Investing: Does Past Performance Matter?

Note: VR has made it necessary to login to see returns. Therefore, please do the following:

Open blank excel
SelectData in the menu
Clickget external data and thenfrom web
Excel will open an internet browser-like window (basically a box where you enter a url) and there will be annoying script error messages. Dismiss them.
Then Go to VR online in that window and go to the main page. There will be annoying messages. Dismiss them.
Click on login. If you are not able to do so. Stop the page from downloading and then click login
Login with your email (preferable) and click onremember me.
Now you can exit the browser window and start using the screener. It should work fine now.

Update: July 2018: Version 7 All latest versions are here:Download New Versions: Mutual Fund Lump sum & SIP Screeners

Download Version 6 of the screener (Aug 2016 for windows Excel)

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Mutual Fund Screener Version 7.0 (2024)

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