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				<title>Equity Mutual Fund Screener Jan 2026: Shortlist consistent performers</title>
				<link>https://freefincal.com/equity-mutual-fund-screener-jan-2026-shortlist-consistent-performers/</link>
				<pubDate>Mon, 12 Jan 2026 00:30:43 +0000</pubDate>
								<dc:creator><![CDATA[M. Pattabiraman]]></dc:creator>				<guid isPermaLink="false">https://freefincal.com/?p=332072</guid>
					<description><![CDATA[The latest freefincal Equity Mutual Fund Performance Screener is now available. Use it to screen...]]></description>

				<content:encoded><![CDATA[<figure><img src="https://freefincal.com/wp-content/uploads/2021/11/Equity-Mutual-Fund-Screener.jpg" class="type:primaryImage" /></figure><p>The latest freefincal Equity Mutual Fund Performance Screener is now available. Use it to screen for equity mutual funds that consistently perform. You can screen based on fund category &amp; benchmark to identify mutual funds that offer higher returns than the benchmark while maintaining lower risk. Inside, you get discounted links to our <a href="https://freefincal.com/robo-advisory-software/"><strong>robo advisory tool</strong> </a>and two courses: <a href="https://freefincal.com/how-to-build-a-second-income-source-that-will-last-a-lifetime/"><strong>How to get people to pay for your skills</strong></a> (aka earn from skills) and the <strong><a href="https://freefincal.com/gms-course-faq/">lectures on goal-based portfolio management</a>.</strong></p>
<p>We do all the hard work of analysing 400+ equity funds versus multiple benchmarks for you, and provide rolling returns, rolling downside capture, rolling upside capture, and the rolling Ulcer Index data (all explained below in simple terms).</p>
<p><strong>Update: Dec 2025. </strong></p>
<ul>
<li>The screener now has nearly 3000 unique users.</li>
<li>More than 70 new equity funds have been added to the list. The screener now includes all equity-oriented funds with at least 1 year of history. If any funds are missing, <a href="https://freefincal.com/contact-us/">please get in touch with us</a>.</li>
<li>ICICI Pru Multi-Asset Fund (G) &#8211; Direct Plan has been included at the request of many users.</li>
</ul>
<p>Use this screener file to quickly identify the best-performing equity funds among 480+ funds that have consistently outperformed category benchmarks/indices, offering adequate downside protection (improved performance when the index is down) and strong upside performance (improved performance when the index is up).</p>
<p><strong>Note: Always review the fund&#8217;s history. See if its investment mandate was different in the past. If that is the case, then past performance does not matter!</strong></p>
<p>Notably, this equity screener has often been used by many other readers and us to demonstrate how few active funds outperform the index, highlighting the benefits of indexing. These articles are from the archive, and current performance numbers may differ.</p>
<ul>
<li><a href="https://freefincal.com/only-five-large-cap-funds-have-comfortably-beat-nifty-100/">Only five Large Cap funds have comfortably beaten Nifty 100!</a></li>
<li><a href="https://freefincal.com/only-these-3-small-cap-mfs-have-outperformed-nifty-next-50-consistently/">Only these 3 Small Cap MFs have outperformed Nifty Next 50 consistently</a></li>
<li><a href="https://freefincal.com/only-3-out-of-28-mid-cap-mfs-consistently-beat-nifty-midcap-150/">Only 3 out of 28 mid cap MFs consistently beat Nifty Midcap 150!</a></li>
</ul>
<p>While we strongly recommend index funds, we also recognise that many people prefer active funds. Therefore, it is important to provide a screener that is grounded in reality. <strong>More than 15,000 readers use this screener.</strong></p>
<p><a href="https://freefincal.com/the-active-vs-passive-debate-is-not-of-primary-importance-in-portfolio-management/">Active funds or passive funds are a tertiary consideration</a> compared to a proper goal-based financial plan. Also see <a href="https://freefincal.com/active-vs-passive-investing-the-ground-reality/">Active vs passive investing: the ground reality</a></p>
<p>We recommend the following for those who prefer active funds.</p>
<ol>
<li>Select the categories first and build a well-diversified, yet minimal, portfolio. Examples: one flexicap fund, one aggressive hybrid fund, one large- and mid-cap fund, one large-cap and one mid-cap fund, and so on. If you are not clear about this, then further screening is of little use.</li>
<li>Avoid a &#8220;this or that approach—for example, one active fund plus one passive fund.</li>
<li>Do not expect active funds to outperform consistently. Be ready to face long periods of underperformance. If you cannot handle this, a passive fund is the superior choice.</li>
<li>Do not select stars or investor favourites! Choose a quiet, reasonable performer who doesn&#8217;t get much attention.</li>
<li>Look for moderate and consistent outperformance. Cast a wide net with several funds in your shortlist.</li>
<li>Have the conviction to choose one. But be sure to read the fund&#8217;s offer documents to understand its strategy. I personally prefer funds from well-established AMCs.</li>
<li>Never go by simple trailing returns. That is by recent outperformance.</li>
<li>Look for a fund that consistently underperforms the market. Many such funds also tend to outperform in terms of returns. See&#8221; <a href="https://freefincal.com/how-mutual-funds-beat-index/">Strange, but true! How mutual funds beat the index!</a></li>
</ol>
<h2>What does this Equity Mutual Fund Performance Screener cover?</h2>
<p>It gives you three outputs:</p>
<ul>
<li><strong>Rolling return outperformance consistency: </strong>The fund&#8217;s returns are compared with the category benchmark over every possible 1-, 2-, 3-, 4-, and 5-year period. The higher the consistency of outperformance, the better. Suppose 876 fund returns were compared with 876 benchmark returns, and the fund has beaten the benchmark 675 times. The consistency score will be 675/876 ~ 77%.</li>
</ul>
<ul>
<li><strong>Upside performance consistency</strong> over every possible 1Y, 2Y, 3Y, 4Y, and 5Y: The higher, the better. A score of 70% means that<em>, 7 out of 10 times, the fund outperformed the category benchmark <em>when the benchmark rose</em>. </em>This is a measure of reward.</li>
</ul>
<ul>
<li><strong>Downside performance consistency</strong> over every possible 1Y, 2Y, 3Y, 4Y, and 5Y: The higher, the better. A score of 60% indicates that the fund outperformed the category benchmark in 6 out of 10 instances when the benchmark declined<em>.</em> This is a measure of risk protection.</li>
</ul>
<h2>When to use this mutual fund screener</h2>
<p>I recommend using this file only after completing the following steps: Define need and duration —-&gt; Decide asset allocation (you can use our <a href="https://freefincal.com/robo-advisory-software/">robo advisor tool</a>) —-&gt; Decide product category (use this <a href="https://freefincal.com/select-mutual-fund-categories-suit-goal/">guideline for mutual funds</a>) —-&gt; Then apply this screener for equity funds.  If you open the screener file, you see column headings like this.</p>
<figure id="attachment_281350" aria-describedby="caption-attachment-281350"  class="wp-caption alignnone"><a href="https://freefincal.com/wp-content/uploads/2025/08/Screenshot-of-the-freefincal-equity-mutual-fund-screener.jpg"><img fetchpriority="high" decoding="async" class="wp-image-281350 size-full" title="Screenshot of the freefincal equity mutual fund screener" src="https://freefincal.com/wp-content/uploads/2025/08/Screenshot-of-the-freefincal-equity-mutual-fund-screener.jpg" alt="Screenshot of the freefincal equity mutual fund screener" width="1280" height="720" srcset="https://freefincal.com/wp-content/uploads/2025/08/Screenshot-of-the-freefincal-equity-mutual-fund-screener.jpg 1280w, https://freefincal.com/wp-content/uploads/2025/08/Screenshot-of-the-freefincal-equity-mutual-fund-screener-300x169.jpg 300w, https://freefincal.com/wp-content/uploads/2025/08/Screenshot-of-the-freefincal-equity-mutual-fund-screener-644x362.jpg 644w, https://freefincal.com/wp-content/uploads/2025/08/Screenshot-of-the-freefincal-equity-mutual-fund-screener-768x432.jpg 768w" sizes="(max-width: 1280px) 100vw, 1280px" /></a><figcaption id="caption-attachment-281350" class="wp-caption-text">Screenshot of the freefincal equity mutual fund screener</figcaption></figure>
<p>You know the fund category, benchmark, Fund name, number of 1Y returns of the benchmark(index), number of 1Y returns of the fund, number of times the fund&#8217;s 1Y return is above the index&#8217;s 1Y return, the 1Y rolling return consistency, upside performance consistency and downside protection consistency. These columns are repeated for 2Y, 3Y, 4Y, and 5Y. Now, you can screen by filtering for funds with return outperformance consistency of &gt;= 70%, downside protection consistency of &gt;= 70%, and so on. As shown below, you can do this manually with the Excel filter and macro buttons. <a href="https://freefincal.com/wp-content/uploads/2018/07/July-2018-screener-buttins.jpg"><img decoding="async" class="aligncenter wp-image-25112 size-full" src="https://freefincal.com/wp-content/uploads/2018/07/July-2018-screener-buttins.jpg" alt="The main page of the equity fund consistency screener where you can screen with the help of a couple of clicks" width="1546" height="924" /></a></p>
<h2>Benchmarks Used</h2>
<p>These are benchmarks closest to the fund type and are used by many funds in each category.</p>
<table width="331">
<tbody>
<tr>
<td width="168">Category</td>
<td width="163">Benchmark</td>
</tr>
<tr>
<td>Aggressive Hybrid Fund</td>
<td>Nifty 100 TRI, CRISIL 65:35 Aggressive Hybrid Index, Nifty 100 Low Volatility 30 TRI</td>
</tr>
<tr>
<td>Contra Fund</td>
<td>Nifty 100 TRI, Nifty 100 Low Volatility 30 TRI</td>
</tr>
<tr>
<td>Dividend Yield Fund</td>
<td>Nifty 100 TRI, Nifty 100 Low Volatility 30 TRI</td>
</tr>
<tr>
<td>Large Cap Fund</td>
<td>Nifty 100 TRI, Nifty 100 Low Volatility 30 TRI</td>
</tr>
<tr>
<td>ELSS</td>
<td>Nifty 100 TRI</td>
</tr>
<tr>
<td>Focussed Fund</td>
<td>Nifty Largemidcap 250 TRI, N200TRI</td>
</tr>
<tr>
<td>Large &amp; Mid Cap Fund</td>
<td>Nifty Largemidcap 250 TRI, N200TRI</td>
</tr>
<tr>
<td>Multi-Cap Fund</td>
<td>Nifty Largemidcap 250 TRI, N200TRI</td>
</tr>
<tr>
<td>Flexi-Cap Fund</td>
<td>NIFTY 500 Multicap 50:25:25 TRI,<br />
Nifty Largemidcap 250 TRI, N200TRI</td>
</tr>
<tr>
<td>Sectoral/ Thematic</td>
<td>Nifty Largemidcap 250 TRI, Nifty 100 Low Volatility 30 TRI</td>
</tr>
<tr>
<td>Value Fund</td>
<td>Nifty Largemidcap 250 TRI, Nifty 100 Low Volatility 30 TRI</td>
</tr>
<tr>
<td>Mid Cap Fund</td>
<td>NiftyMidcap150TRI, Nifty Midcap 150 Quality 30 TRI</td>
</tr>
<tr>
<td>Small Cap Fund</td>
<td>NiftyMidcap150TRI, Nifty Midcap 150 Quality 30 TRI, Nifty Smallcap 250 Quality 50 TRI</td>
</tr>
</tbody>
</table>
<p>NIfty Largemidcap 250 has 50% of the Nifty 100 and 50% of the Nifty Midcap 150.</p>
<h2>Screen for funds with returns higher than the benchmark with lower risk</h2>
<p></p>
<p>&nbsp;</p>
<p><a href="https://freefincal.com/wp-content/uploads/2019/09/Shortlisting-mutual-funds-with-lower-risk-and-higher-return.jpg"><img decoding="async" class="aligncenter size-full wp-image-30549" src="https://freefincal.com/wp-content/uploads/2019/09/Shortlisting-mutual-funds-with-lower-risk-and-higher-return.jpg" alt="Shortlisting mutual funds with lower risk and higher return" width="1237" height="740" /></a><strong>Reward measure: </strong>Rolling returns outperformance consistency.</p>
<p>Rolling returns are a straightforward measure of how consistently a fund has outperformed its benchmark. Take, for example, the HDFC Top 100 Fund (graph below) vs Nifty 50 TRI between January 1, 2013, and May 15, 2024. There are 1567 5-year rolling returns. If the returns for each of these durations are plotted for the fund and the index together, we will get a graph like this.</p>
<figure id="attachment_196477" aria-describedby="caption-attachment-196477"  class="wp-caption alignnone"><a href="https://freefincal.com/wp-content/uploads/2024/05/Five-year-rolling-returns-of-HDFC-Top-100-Direct-Plan-Growth-Option-vs-Nifty-50-TRI.jpg"><img decoding="async" class="size-full wp-image-196477" title="Five year rolling returns of HDFC Top 100 Direct Plan Growth Option vs Nifty 50 TRI" src="https://freefincal.com/wp-content/uploads/2024/05/Five-year-rolling-returns-of-HDFC-Top-100-Direct-Plan-Growth-Option-vs-Nifty-50-TRI.jpg" alt="Five year rolling returns of HDFC Top 100 Direct Plan Growth Option vs Nifty 50 TRI" width="1378" height="593" srcset="https://freefincal.com/wp-content/uploads/2024/05/Five-year-rolling-returns-of-HDFC-Top-100-Direct-Plan-Growth-Option-vs-Nifty-50-TRI.jpg 1378w, https://freefincal.com/wp-content/uploads/2024/05/Five-year-rolling-returns-of-HDFC-Top-100-Direct-Plan-Growth-Option-vs-Nifty-50-TRI-300x129.jpg 300w, https://freefincal.com/wp-content/uploads/2024/05/Five-year-rolling-returns-of-HDFC-Top-100-Direct-Plan-Growth-Option-vs-Nifty-50-TRI-644x277.jpg 644w, https://freefincal.com/wp-content/uploads/2024/05/Five-year-rolling-returns-of-HDFC-Top-100-Direct-Plan-Growth-Option-vs-Nifty-50-TRI-768x330.jpg 768w" sizes="(max-width: 1378px) 100vw, 1378px" /></a><figcaption id="caption-attachment-196477" class="wp-caption-text">Five-year rolling returns of HDFC Top 100 Direct Plan Growth Option vs Nifty 50 TRI</figcaption></figure>
<p>The fund has outperformed the index 649 times out of 1567. Thus, the rolling return outperformance consistency over seven years is 649/1567 = 41.4%, indicating poor performance. A consistent performer should beat the index at least 60% to 70% of the time. So, the higher the rolling return outperformance consistency, the better.</p>
<div>
<h2><strong>Reward and Risk Measure: </strong>Upside Performance &amp; Downside Capture</h2>
<ul>
<li><strong>Upside performance consistency</strong> over every possible 1Y, 2Y, 3Y, 4Y, and 5Y: The higher, the better. A score of 70% means that<em>, 7 out of 10 times, the fund outperformed the category benchmark <em>when the benchmark rose</em>. </em>This is a measure of reward.</li>
</ul>
<ul>
<li><strong>Downside performance consistency</strong> over every possible 1Y, 2Y, 3Y, 4Y, and 5Y: The higher, the better. A score of 60% means that, 6 out of 10 times, the fund outperformed the category benchmark <em>when the benchmark was moving <strong>down</strong>.</em> This is a measure of risk protection.</li>
</ul>
<p>If you wish to understand how these are calculated, please read this:  <a href="https://freefincal.com/introduction-downside-upside-capture-ratios/">Introduction to Downside and Upside Capture Ratios</a> and proceed to this one, for example. For some funds, a high downside capture consistency leads to better returns; for others, a high upside capture consistency leads to better returns. The screener can help distinguish between the two types of performers. <strong>Recommend reading:</strong> <a href="https://freefincal.com/mutual-fund-downside-protection-importance/"><strong>What is mutual fund downside protection, and why is it important?</strong></a></p>
<h2>How to use the Equity Mutual Fund Performance Screener</h2>
<figure  class="wp-caption alignnone"><a href="https://freefincal.com/wp-content/uploads/2018/07/July-2018-screener-category.jpg"><img decoding="async" src="https://freefincal.com/wp-content/uploads/2018/07/July-2018-screener-category.jpg" alt="How to screen for funds in the screener file manually" width="1707" height="728" /></a><figcaption class="wp-caption-text">How to screen for funds in the screener file manually</figcaption></figure>
<p>There are multiple ways to screen for mutual funds. I will discuss two examples.  If you are investing with a clear strategy, you should know which fund category to choose. So, the first step is to select the category. You can either use the macro buttons (top right),</p>
<figure id="attachment_289256" aria-describedby="caption-attachment-289256"  class="wp-caption alignnone"><a href="https://freefincal.com/wp-content/uploads/2025/09/Screenshot-of-the-freefincal-equity-mutual-fund-screener-with-macro-buttons.jpg"><img decoding="async" class="size-full wp-image-289256" title="Screenshot of the freefincal equity mutual fund screener with macro buttons" src="https://freefincal.com/wp-content/uploads/2025/09/Screenshot-of-the-freefincal-equity-mutual-fund-screener-with-macro-buttons.jpg" alt="Screenshot of the freefincal equity mutual fund screener with macro buttons" width="1280" height="720" srcset="https://freefincal.com/wp-content/uploads/2025/09/Screenshot-of-the-freefincal-equity-mutual-fund-screener-with-macro-buttons.jpg 1280w, https://freefincal.com/wp-content/uploads/2025/09/Screenshot-of-the-freefincal-equity-mutual-fund-screener-with-macro-buttons-300x169.jpg 300w, https://freefincal.com/wp-content/uploads/2025/09/Screenshot-of-the-freefincal-equity-mutual-fund-screener-with-macro-buttons-644x362.jpg 644w, https://freefincal.com/wp-content/uploads/2025/09/Screenshot-of-the-freefincal-equity-mutual-fund-screener-with-macro-buttons-768x432.jpg 768w" sizes="(max-width: 1280px) 100vw, 1280px" /></a><figcaption id="caption-attachment-289256" class="wp-caption-text">Screenshot of the freefincal equity mutual fund screener with macro buttons</figcaption></figure>
<p>Or you can do this manually:</p>
<p>Then, <strong>method A: Set the 3Y and 5Y rolling return outperformance consistency to be above 70%</strong>. That should give you a nice, short list to choose from. Then, you can visually look for funds with the right downside protection consistency and pick one. <strong>Method B:</strong> Look for funds with 70%+ downside protection and consistent performance over 3Y and 5Y, and choose one. Remember, never set narrow filters and do not be too demanding.  Selecting the fund with the best past performance is a sign of plain immaturity. Your screening criteria should yield 5-6 funds <em>at all times.</em> <strong>Why should I use this screener? Why can&#8217;t I look at trailing returns and screen?</strong> Trailing returns are 3Y and 5Y returns calculated as of the last business date (3Y and 5Y prior).  This is just one data point to consider. Here, we find a lot more to determine consistency.</p>
<h2>Excess Risk vs Excess Return Screener</h2>
<p>Here, you can screen for funds with excess return &gt; 0 in the last 1,2,3,4,5 year trailing periods. This means the fund return is greater than the index return. You can also add excess risk &lt; 0 filters for the same periods. This means the fund&#8217;s risk is lower than the index&#8217;s risk. Hence, the excess risk is negative. Both screenshots are shown below.</p>
<p><a href="https://freefincal.com/wp-content/uploads/2019/04/Excess-return.jpg"><img decoding="async" class="aligncenter wp-image-28648 size-large" src="https://freefincal.com/wp-content/uploads/2019/04/Excess-return-700x281.jpg" alt="Excess-return vs excess risk screener: screenshot two" width="700" height="281" /></a></p>
<p>The above screenshot is for excess return &gt;0, and the one below is for excess risk &lt; 0</p>
<p><a href="https://freefincal.com/wp-content/uploads/2019/04/Excess-risk.jpg"><img decoding="async" class="aligncenter wp-image-28649 size-large" src="https://freefincal.com/wp-content/uploads/2019/04/Excess-risk-700x466.jpg" alt="Excess-return vs excess risk screener: screenshot one" width="700" height="466" /></a></p>
<p>The idea here is to find funds that have beaten the index in terms of higher returns (excess return &gt;0) and lower risk (excess risk &lt;0) in the last 1,2,3,4,5 year period. You can relax it to 3, 4, or 5-year periods if you wish.</p>
<p><strong>Example:</strong></p>
<p>Axis Growth Opportunities Fund &#8211; Direct Plan &#8211; Growth<br />
vs N200TRI</p>
<ul>
<li>Trailing Benchmark Return 5Y: 24.059%</li>
<li>Trailing Fund Return 5Y: 26.931%</li>
<li><strong>Excess return 5Y</strong>: 2.872% <strong>(positive excess return is good!)</strong></li>
<li>Index standard deviation (NAV volatility) 5Y: 4.658%</li>
<li>Fund standard deviation 5Y: 4.524%</li>
<li><strong>Excess risk of the scheme 5Y</strong> -0.134% <strong>(negative excess risk is good!)</strong></li>
</ul>
<p>Over the last 5 years, the fund has significantly outperformed the index while maintaining lower NAV volatility.</p>
<p>The idea here is to find funds that have beaten the index in terms of higher returns (excess return &gt;0) and lower risk (excess risk &lt;0) in the last 1,2,3,4,5 year period. You can relax it to 3, 4, or 5-year periods if you wish.</p>
<h2>Ulcer Score: Downside risk consistency</h2>
<p>As of October 2025, the screener will have a new sheet titled &#8220;Ulcer Score.&#8221; This is a measure of the 90-day rolling Ulcer Index over 1, 2, 3, 4, 5, 6, 7, 8, 9, and 10 years. The Ulcer Index is a measure of how much a fund or index has declined from its peak. The Ulcer score is computed by comparing the Ulcer index of the fund and the benchmark. For more details, see <a href="https://freefincal.com/evaluating-mutual-fund-downside-risk-with-the-ulcer-index/">Evaluating Mutual Fund Downside Risk with the Ulcer Index</a>. Also see: <a href="https://freefincal.com/we-are-still-waiting-for-a-passive-aggressive-hybrid-index-fund/">We are still waiting for an Aggressive Hybrid Index Fund</a>.</p>
<blockquote><p>The Ulce Index is the average drawdown and the Ulcer score is a comparison of fund and benchmark drawdowns</p></blockquote>
<figure id="attachment_313796" aria-describedby="caption-attachment-313796"  class="wp-caption alignnone"><a href="https://freefincal.com/wp-content/uploads/2025/10/Screenshot-of-the-freefincal-equity-mutual-fund-screener-with-Ulcer-scores-data.jpg"><img decoding="async" class="size-full wp-image-313796" title="Screenshot of the freefincal equity mutual fund screener with Ulcer scores data" src="https://freefincal.com/wp-content/uploads/2025/10/Screenshot-of-the-freefincal-equity-mutual-fund-screener-with-Ulcer-scores-data.jpg" alt="Screenshot of the freefincal equity mutual fund screener with Ulcer scores data" width="1783" height="627" srcset="https://freefincal.com/wp-content/uploads/2025/10/Screenshot-of-the-freefincal-equity-mutual-fund-screener-with-Ulcer-scores-data.jpg 1783w, https://freefincal.com/wp-content/uploads/2025/10/Screenshot-of-the-freefincal-equity-mutual-fund-screener-with-Ulcer-scores-data-300x105.jpg 300w, https://freefincal.com/wp-content/uploads/2025/10/Screenshot-of-the-freefincal-equity-mutual-fund-screener-with-Ulcer-scores-data-644x226.jpg 644w, https://freefincal.com/wp-content/uploads/2025/10/Screenshot-of-the-freefincal-equity-mutual-fund-screener-with-Ulcer-scores-data-768x270.jpg 768w, https://freefincal.com/wp-content/uploads/2025/10/Screenshot-of-the-freefincal-equity-mutual-fund-screener-with-Ulcer-scores-data-1536x540.jpg 1536w" sizes="(max-width: 1783px) 100vw, 1783px" /></a><figcaption id="caption-attachment-313796" class="wp-caption-text">Screenshot of the freefincal equity mutual fund screener with Ulcer scores data</figcaption></figure>
<p>If the fund consistently fell (from a peak) lower than the benchmark over a given period, the Ulcer score will be high—the higher the score, the better. The higher the Ulcer score, the more stressful the fund was for the investor holding it.</p>
<p>Investors can first screen for funds with consistently high ulcer scores, then look for strong rolling returns. Alternatively, our previous recommendation of first looking for consistent downside capture and then rolling return performance still stands.</p>
<h2>How to screen for the best equity funds</h2>
<p></p>
<h2>Important Information</h2>
<ol>
<li><strong>This screener costs Rs. 200 and is meant for personal use only. </strong></li>
<li>Inside, you will get a discounted link to our <a href="https://freefincal.com/robo-advisory-software/"><strong>robo advisory tool</strong></a> and our two courses: <a href="https://freefincal.com/course-contents-how-to-get-people-to-pay-for-your-skills/"><strong>How to get people to pay for your skills</strong></a> (aka earn from skills) and the <strong><a href="https://freefincal.com/gms-course-faq/">lectures on goal-based portfolio management</a>.</strong></li>
<li>The cost is only for the data in the sheet.</li>
<li>You will get a zipped file. It has one Excel file with macros. To use the automated screener, you must enable macros. If macros are disabled or you want to use them on Google Sheets or elsewhere, the plain data will still be available.<strong> The plain data file can be used on any spreadsheet.</strong></li>
<li>While freefincal will do its best to publish updated screener sheets each month, it cannot guarantee the same.</li>
<li>The file contains no buy or sell recommendations and only has the abovementioned data.</li>
<li>Enough care and effort have been put into weeding out errors. However, we cannot guarantee that the sheet is error-free.</li>
<li>The buyer will have to research using the information in the spreadsheet. <strong>No recommendations or assistance are included in the sheet and will not be provided separately.</strong></li>
<li>We will not provide any further assistance with using the sheet.</li>
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<p>The post <a href="https://freefincal.com/equity-mutual-fund-screener-jan-2026-shortlist-consistent-performers/">Equity Mutual Fund Screener Jan 2026: Shortlist consistent performers</a> appeared first on <a href="https://freefincal.com">freefincal</a>.</p>
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