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HomeMutual FundDebt mutual fund screener (Mar 2023) for choice, monitoring, studying

Debt mutual fund screener (Mar 2023) for choice, monitoring, studying


This can be a debt mutual fund screener for fund choice, fund portfolio monitoring and studying. It additionally contains hybrid funds that put money into bonds. It would fulfill traders who want to put money into cash market funds, banking and PSU funds and many others. The credit score high quality of the bonds within the portfolio and the bond maturity profile might be tracked.

As an alternative of taking a look at common credit standing and common portfolio period (maturity) – which might be deceptive ) – the sheet lists the weights to completely different rankings like AAA, AA, A and many others. It additionally divides the bonds as maturing inside a yr, three years, 5 years and above. This permits the person to grasp higher credit score threat and rate of interest threat in a fund or fund class.

The file (in Excel with out macros, so it’ll open in any spreadsheet software program) incorporates the next sheets (every has the Excel information filter perform enabled)

  • Fund Asset Allocation: That is related for hybrid funds. It lists the fairness: debt combine.
  • Credit score Ranking: The % of the portfolio in AAA, AA, A, A1, A2, A3, BBB and many others., are listed.
  • Maturity profile: The % of portfolio bonds maturing inside a yr, inside 1-3 years, inside 3-5 years and above 5 years are listed.
  • Upgrades or downgrades Record of bonds which have seen upgrades or downgrades  are listed (newest factsheet information in contrast with earlier factsheet information)
  • YTM Mod period Avg Maturity (see beneath)
  • Returns: This lists some trailing returns with some consultant benchmarks. Please don’t choose debt funds by returns!!
  • Provide: discounted hyperlinks to our two programs: Find out how to get folks to pay in your expertise (aka earn from expertise) and the lectures on goal-based portfolio administration.
  • 25 Classes are coated:
    1. Aggressive Hybrid Fund
    2. Arbitrage Fund
    3. Balanced Benefit
    4. Banking and PSU Fund
    5. Conservative Hybrid Fund
    6. Company Bond
    7. Credit score Threat Fund
    8. Dynamic Asset Allocation
    9. Dynamic Bond
    10. Fairness Financial savings
    11. Floating Price
    12. Gilt Fund with a 10-year fixed period
    13. Liquid
    14. Lengthy Period
    15. Low Period
    16. Medium Period
    17. Medium to Lengthy Period
    18. Cash Market
    19. Multi-Asset Allocation
    20. In a single day Fund
    21. Brief & Mid Time period
    22. Brief Period
    23. Resolution-Oriented – Kids’s Fund
    24. Resolution-Oriented – Retirement Fund
    25. Extremely Brief Period

Find out how to use the sheet

Use 1: To study extra about debt funds.

  1. In case you are new to debt funds, you may obtain the novices’ information to grasp debt funds from our e-books web page (there are six different free ebooks!)
    • Earlier than utilizing the screener, you could know what modified period stands for (a measure of rate of interest threat, larger the worth, larger the NAV fluctuations). Common portfolio maturity can also be a measure of rate of interest threat (period threat). The upper this worth, the upper the chance. Word this threat is current in all sorts of funds, even when they don’t take credit score threat.
    • Yield to maturity data measures threat, not reward or returns!! The upper the YTM, the upper the credit score threat within the portfolio.
  2. When you perceive the fundamentals of credit score threat and web threat, you should utilize the screener to learn the way completely different fund classes put money into numerous bonds.

Use 2:To shortlist funds with good credit score high quality (these are broad thumb guidelines solely, not funding recommendation)

  1. For this, it’s a must to be clear about your want.
  2. In case your want is in 1-3 years, search for funds that predominantly put money into bonds that mature inside 12 months
  3. In case your want is in 5 years, search for funds that predominantly put money into bonds that mature inside 12 months (conservative) or inside 1-3 years
  4. In case your want is in  5-10 years, search for funds that predominantly put money into bonds that mature inside 1-3 years
  5. in case your want is above ten years, you may take into account funds that predominantly put money into bonds that mature inside 3-5 years (conservative) or above 5 years (may have rate of interest threat and credit score threat if non-gilt funds are used)
  6. The above steps can be utilized to shortlist the classes. Then you may take a look at the credit standing profile of the class. You possibly can shortlist funds with solely AAA or A1 bonds, gilts, and many others.
  7. Please notice: the information is as per the newest factsheet. When you create a shortlist, learn the scheme doc to grasp how a lot credit standing and bond period can differ. Obtain previous factsheets of the shortlisted funds to know the way the modified period, avg maturity and YTM of the funds in your shortlist have modified prior to now relative to present information.
  8. As soon as the character of the bonds the fund will put money into, related credit score threat and rate of interest dangers, you’re prepared to choose a fund out of your shortlist. Please notice:  debt fund traders should control YTM, modified period and avg maturity change of their funds now and again.

Essential Data

  1. This screener prices Rs. 300  and is supposed for private use solely.
  2. Inside, you get discounted hyperlinks to our two programs: Find out how to get folks to pay in your expertise (aka earn from expertise) and the lectures on goal-based portfolio administration.
  3. The associated fee is just for the present month’s screener and the information within the sheet.
  4. Whereas freefincal will do its finest to publish up to date screener sheets every month, we can’t assure it.
  5. The file incorporates no purchase or promote suggestions and solely has the abovementioned information.
  6. Disclaimer: Sufficient care and energy have been given to weed out errors. Nonetheless, we can’t assure that the sheet is freed from error. Data for some funds might be lacking. After making a fund shortlist, customers are suggested to confirm the information with the fund factsheet downloaded from the AMC website.  No a part of this sheet ought to be handled as funding recommendation. We aren’t accountable for any losses (or beneficial properties) which will come up in your investments or funding portfolio as a result of utilizing this sheet.
  7. The client should analysis utilizing the data within the spreadsheet. No suggestions or help are included within the sheet and won’t be offered individually.
  8. We is not going to present any additional assist or help in utilizing the sheet.
  9. The sheet bought is for private use and shouldn’t be shared privately or publicly.
Click on right here to pay Rs. 300 and immediately obtain the newest debt fund screener

Are you residing outdoors India? You possibly can pay through this Paypal hyperlink (7 USD) and mail freefincal at Gmail.

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Pattabiraman editor freefincalDr 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 9 years of expertise publishing information evaluation, analysis and monetary product improvement. Join with him through Twitter or Linkedin, or YouTube. Pattabiraman has co-authored three print books: (1) You might be wealthy too with goal-based investing (CNBC TV18) for DIY traders. (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 “Charge-only India,” an organisation selling unbiased, commission-free funding recommendation.


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