Debt and hybrid mutual fund screener (April 2024) for choice, monitoring, studying


This can be a debt mutual fund screener for portfolio choice, monitoring, and studying. It additionally contains hybrid funds that spend money on bonds. It can fulfill buyers who want to spend money on cash market funds, banking PSU funds, and so on. The credit score high quality of the bonds within the portfolio and the bond maturity profile may be tracked.

As a substitute of taking a look at common credit standing and common portfolio period (maturity) – which may be deceptive ) – the sheet lists the weights to rankings like AAA, AA, A, and so on. It additionally divides the bonds maturing inside a 12 months, three years, 5 years and above. This permits the consumer to grasp higher credit score and rate of interest dangers in a fund or fund class.

The file (in Excel with out macros so that it’s going to open in any spreadsheet software program) accommodates the next sheets (every has the Excel knowledge 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 so on., are listed.
  • Maturity profile: The % of portfolio bonds maturing inside a 12 months, inside 1-3 years, inside 3-5 years and above 5 years are listed.
  • Upgrades or downgrades Listing of bonds which have seen upgrades or downgrades  are listed (newest factsheet knowledge in contrast with earlier factsheet knowledge)
  • YTM Mod period Avg Maturity (see beneath)
  • Returns: This lists some trailing returns with some consultant benchmarks. Please don’t decide debt funds by returns!!
  • Supply: discounted hyperlinks to our two programs: The best way to get folks to pay to your abilities (aka earn from abilities) and the lectures on goal-based portfolio administration.
  • 25 Classes are lined:
    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 Length
    15. Low Length
    16. Medium Length
    17. Medium to Lengthy Length
    18. Cash Market
    19. Multi-Asset Allocation
    20. In a single day Fund
    21. Brief & Mid Time period
    22. Brief Length
    23. Answer-Oriented – Kids’s Fund
    24. Answer-Oriented – Retirement Fund
    25. Extremely Brief Length

The best way to use the sheet

Use 1: To study extra about debt funds.

  1. In case you are new to debt funds, you possibly can obtain the newbies’ information to understanding debt funds from our e-books web page (there are six different free ebooks!).
    • Earlier than utilizing the screener, it is advisable know what modified period stands for (a measure of rate of interest danger, larger the worth, larger the NAV fluctuations). Common portfolio maturity additionally measures rate of interest danger (period danger). The upper this worth, the upper the danger. Notice this danger is current in all sorts of funds, even when they don’t take credit score danger.
    • Yield to maturity info measures danger, not reward or returns!! The upper the YTM, the upper the credit score danger within the portfolio.
  2. When you perceive the fundamentals of credit score and web danger, you should utilize the screener to find out how totally different fund classes spend money on varied bonds.

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

  1. For this, you need to be clear about your wants.
  2. In case your want is in 1-3 years, search for funds that predominantly spend money on bonds that mature inside 12 months
  3. In case your want is in 5 years, search for funds that predominantly spend money on bonds that mature inside 12 months (conservative) or 1-3 years
  4. In case your want is in  5-10 years, search for funds that predominantly spend money on bonds that mature inside 1-3 years
  5. in case your want is above ten years, you possibly can think about funds that predominantly spend money on bonds that mature inside 3-5 years (conservative) or above 5 years (may have rate of interest danger and credit score danger if non-gilt funds are used)
  6. The above steps can be utilized to shortlist the classes. Then, you possibly can take a look at the class’s credit standing profile. You may shortlist funds with solely AAA or A1 bonds, gilts, and so on.
  7. Please word: 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 range. Obtain previous factsheets of the shortlisted funds to understand how the modified period, common maturity and YTM of the funds in your shortlist have modified prior to now relative to present knowledge.
  8. As soon as you recognize the character of the bonds the fund will spend money on and the related credit score and rate of interest dangers, you possibly can choose a fund out of your shortlist. Please word:  debt fund buyers should control YTM, modified period, and common maturity change of their funds often.

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: The best way to get folks to pay to your abilities (aka earn from abilities) and the lectures on goal-based portfolio administration.
  3. The price is just for the present month’s screener and the information within the sheet.
  4. Whereas freefincal will do its greatest to publish up to date screener sheets every month, we can not assure it.
  5. The file accommodates no purchase or promote suggestions and solely has the abovementioned knowledge.
  6. Disclaimer: Sufficient care and energy have been put into removing errors. Nevertheless, we can not 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 web site.  No a part of this sheet needs to be handled as funding recommendation. We’re not accountable for any losses (or positive factors) that will come up in your investments or funding portfolio because of utilizing this sheet.
  7. The client should analysis utilizing the knowledge within the spreadsheet. No suggestions or help are included within the sheet and won’t be supplied individually.
  8. We won’t 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 dwelling exterior India? You may pay by way of this PayPal hyperlink (7 USD) and mail freefincal at Gmail.

Strive our index fund screener and fairness mutual fund screeners.

Do share this text with your folks utilizing the buttons beneath.


🔥Get pleasure from large reductions on our programs, robo-advisory instrument and unique investor circle! 🔥& be part of our group of 5000+ customers!


Use our Robo-advisory Instrument for a start-to-finish monetary plan! Greater than 1,000 buyers and advisors use this!


New Instrument! => 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.


Follow Freefincal on Google News
Comply with Freefincal on Google Information
Subscribe to the freefincal Youtube Channel. Subscribe button courtesy: Vecteezy.
Subscribe to the freefincal Youtube Channel.
Follow freefincal on WhatsApp Channel
Comply with freefincal on WhatsApp

Podcast: Let’s Get RICH With PATTU! Each single Indian CAN develop their wealth! 

Listen to the Lets Get Rich with Pattu Podcast
Take heed to the Let’s Get Wealthy with Pattu Podcast

You may watch podcast episodes on the OfSpin Media Buddies YouTube Channel.

Lets Get RICH With PATTU podcast on YouTube
Let’s Get RICH With PATTU podcast on YouTube.

🔥Now Watch Let’s Get Wealthy With Pattu தமிழில் (in Tamil)! 🔥


  • Do you may have a remark in regards to the above article? Attain out to us on Twitter: @freefincal or @pattufreefincal
  • Have a query? Subscribe to our publication utilizing the shape beneath.
  • Hit ‘reply’ to any e-mail from us! We don’t supply customized funding recommendation. We are able to write an in depth article with out mentioning your identify if in case you have a generic query.

Be a part of over 32,000 readers and get free cash administration options delivered to your inbox! Subscribe to get posts by way of e-mail!


About The Creator

Pattabiraman editor freefincalDr 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 ten 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 youths. He has additionally written seven different free e-books on varied cash administration subjects. He’s a patron and co-founder of “Charge-only India,” an organisation selling unbiased, commission-free funding recommendation.


Our flagship course! Be taught to handle your portfolio like a professional to realize your objectives no matter market situations! Greater than 3,000 buyers and advisors are a part of our unique group! Get readability on how you can plan to your objectives and obtain the mandatory corpus regardless of the market situation is!! Watch the primary lecture totally free!  One-time cost! No recurring charges! Life-long entry to movies! Cut back worry, uncertainty and doubt whereas investing! Learn to plan to your objectives earlier than and after retirement with confidence.


Our new course!  Improve your revenue by getting folks to pay to your abilities! Greater than 700 salaried staff, entrepreneurs and monetary advisors are a part of our unique group! Learn to get folks to pay to your abilities! Whether or not you’re a skilled or small enterprise proprietor who needs extra purchasers by way of on-line visibility or a salaried individual wanting a facet revenue or passive revenue, we are going to present you how you can obtain this by showcasing your abilities and constructing a group that trusts and pays you! (watch 1st lecture totally free). One-time cost! No recurring charges! Life-long entry to movies!   


Our new guide for youths: “Chinchu Will get a Superpower!” is now obtainable!

Both boy and girl version covers of Chinchu gets a superpower
Each the boy and girl-version covers of “Chinchu Will get a superpower”.

Most investor issues may be traced to an absence 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 kids undergo the identical ache? What is that this guide about? As mother and father, what wouldn’t it be if we needed to groom one skill in our kids that’s key not solely to cash administration and investing however to any side of life? My reply: Sound Resolution Making. So, on this guide, we meet Chinchu, who’s about to show 10. What he needs for his birthday and the way his mother and father plan for it, in addition to instructing him a number of key concepts of decision-making and cash administration, is the narrative. What readers say!

Feedback from a young reader after reading Chinchu gets a Superpower (small version)
Suggestions from a younger reader after studying Chinchu will get a Superpower!

Should-read guide even for adults! That is one thing that each mother or father ought to train their children proper from their younger age. The significance of cash administration and determination making primarily based on their needs and wishes. Very properly written in easy phrases. – Arun.

Purchase the guide: Chinchu will get a superpower to your youngster!


The best way to revenue from content material writing: Our new book is for these eager about getting facet revenue by way of content material writing. It’s obtainable at a 50% low cost for Rs. 500 solely!


Do you wish to verify if the market is overvalued or undervalued? Use our market valuation instrument (it’s going to 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 unique evaluation, reviews, 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 primarily based solely on factual info and detailed evaluation by its authors. All statements made might be verified with credible and educated sources earlier than publication. Freefincal doesn’t publish paid articles, promotions, PR, satire or opinions with out knowledge. All opinions might be inferences backed by verifiable, reproducible proof/knowledge. Contact info: letters {at} freefincal {dot} com (sponsored posts or paid collaborations won’t be entertained)


Join with us on social media


Our publications

You Can Be Wealthy Too with Aim-Based mostly Investing

You can be rich too with goal based investingRevealed by CNBC TV18, this guide is supposed that can assist you ask the correct questions and search the right solutions, and because it comes with 9 on-line calculators, it’s also possible to create customized options to your life-style! Get it now.


Gamechanger: Overlook Startups, Be a part of Company & Nonetheless Reside the Wealthy Life You Need Gamechanger: Forget Start-ups, Join Corporate and Still Live the Rich Life you wantThis guide is supposed for younger earners to get their fundamentals proper from day one! It can additionally aid you journey to unique locations at a low price! Get it or present it to a younger earner.


Your Final Information to Journey

Travel-Training-Kit-Cover-new That is an in-depth dive into trip planning, discovering low cost flights, funds lodging, what to do when travelling, and the way travelling slowly is best financially and psychologically, with hyperlinks to the online pages and hand-holding at each step. Get the pdf for Rs 300 (immediate obtain)


 



Scroll to Top