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Time-Bound Tracker

Don’t lose your shirt on markets, bag the fund outperformers

Did the receding tide catch you swimming naked during the chaos caused by the crash of 2008? Stock guru Warren Buffet may have had scribes scrambling to their laptops to immortalise yet another phrase from the ‘Sage of Omaha’, but investors, who lost their shirts and more, are still running scared. Everyone wants their money to grow faster. To ensure that, they invest in equity. A major option open is through mutual funds (MFs). Now that the markets have rallied, the overbearing thought on the minds of investors is: ‘Am I headed for another skinshow?’

The essence of investing lies in selecting funds that manage to stand firm in all types of market scenarios. At Value Research we have designed tools to help investors take these informed decisions. The one that we would like to explain here is the Point-to-Point Returns tool.

Suppose you have a scheme in mind and, before investing, you want to know how it fared over different periods of time. Go to the home page, click on the link to the tool. It allows you to select a fund house, the fund category (equity diversified, gold ETF, etc) and the fund type (open or close-end). In an instant, revealed before you would be the fund’s past performance. You get to see the Net Asset Value (NAV) of the schemes at the start date, end date and returns in this period.

If there is no particular scheme that you are tracking, but are looking at the scheme universe in general, that too is not a problem. You can select all the fund houses and pick up the fund category. All the schemes will be listed in the order of performance. In other words, there is no limit to what you can look up once you decide on the period you are monitoring.

For instance, if you want to check up on Tata Balanced Fund between January 1 - June 30, 2009. Apply the following steps.

1. Enter the dates in the Start Date and End Date slots.

2. Make selections under the slots: 

Fund House - Tata;
Category - Hybrid: Equity;
Fund Type - Open Ended.
If you don’t know its star rating, ignore the option.

3. Click on Get Data.

You’ll get the NAV and returns of the fund in that period.

If you so desire, you can also compare all funds under the Hybrid Equity category to get an accurate picture of the fund’s performance. Under the option Fund House  select ‘All’ and leave the other parameters the same as related above. You’ll get the results of all funds in the industry that fall under this category.

It is the single-most valuable data generating tool in the hand of a discerning investor. Go ahead, make your day!

Check out the tool