MF Select

Equity saver selector

Enter your funds (10 rows to start; pasting adds more rows, up to 500). The tool ranks each fund on four measures, applies your weights, and gives a final rank.

How to collect the data

  1. On Tickertape, go to MF Screener and click Reset all.
  2. Apply the filters.
    • Type: Hybrid: Equity Savings
    • Plan: Growth
    • AUM: Min 100 Cr, Max 10,000 Cr
  3. Click Add more filters. Add 3 year CAGR, expense ratio and Sortino ratio.
  4. Arrange the funds in descending order of 3 year CAGR. Copy the top 10 from Tickertape into the tool.
  5. Enter the 5 year average rolling return and the probability of returns above 8% from another website (for example AdvisorKhoj).

Enter fund data

Quick way: on Tickertape, select the rows from the first Sr. no. to the last Sortino ratio value and copy. Click the first Sr. no. box and paste. Sr. no., name, sub category, plan, AUM, 3 year CAGR, expense ratio and Sortino ratio fill at once. Then enter the rolling return and probability.

Sr. no.Fund nameSub categoryPlanAUM3 year CAGR (%) Expense ratio (%)Sortino ratio5 year average rolling return (%)Probability above 8% (%)

Weights

Arbitrage fund selector

Enter your funds (10 rows to start; pasting adds more rows, up to 500). The tool ranks each fund on three measures, applies your weights, and gives a final rank.

How to collect the data

  1. On Tickertape, go to MF Screener and click Reset all.
  2. Apply the filters.
    • Type: Hybrid: Arbitrage
    • Plan: Growth
    • Time since inception: min 72, don’t change max
    • AUM: Min 500 Cr, Max 10,000 Cr
  3. Click Add more filters. Add 5 year CAGR and expense ratio.
  4. Arrange the funds in descending order of 5 year CAGR. Copy the top 10 from Tickertape into the tool. Exclude funds with less than 5 years history.
  5. Enter the 1 year average rolling return from another website.

Enter fund data

Quick way: on Tickertape, select the rows from the first Sr. no. to the last expense ratio value and copy. Click the first Sr. no. box and paste. Sr. no., name, sub category, plan, AUM, time since inception, 5 year CAGR and expense ratio fill at once. Then enter the 1 year average rolling return in the shaded column.

Sr. no.Fund nameSub categoryPlanAUM Time since inception5 year CAGR (%)Expense ratio (%)1 year average rolling return (%)

Weights

Debt fund selector

Enter your funds (10 rows to start; pasting adds more rows, up to 500). The tool ranks each fund on CAGR, volatility, fund manager tenure and expected returns, applies the weights for the type of fund you choose, and gives a final rank.

How to collect the data

  1. Go to Tickertape and select the type of fund you want to invest in.
  2. Under AUM, filter for funds with AUM over 4,000 crores.
  3. Add the filters SEBI risk category, Volatility and Average YTM. Keep Total Exp. Ratio and CAGR 3Y visible in the table.
  4. Filter funds for Moderately Low and Low SEBI risk category.
  5. Copy the table from Tickertape into the tool. Get the modified duration and fund manager tenure from Morningstar and enter them.

Choose fund type and weights

Weights (%)

Interest rate change

If you put nothing, 0 is used.

Enter fund data

Quick way: on Tickertape, select the rows from the first Sr. no. to the last Average YTM value and copy. Click the first Sr. no. box and paste. Sr. no., name, sub category, plan, AUM, expense ratio, CAGR 3Y, SEBI risk category, volatility and average YTM fill at once. Then enter the modified duration and fund manager tenure in the two shaded columns. If you leave modified duration or fund manager tenure empty for all funds, that parameter is ignored.

Sr. no.Fund nameSub categoryPlanAUM Expense ratio (%)CAGR 3Y (%)SEBI risk categoryVolatilityAvg. YTM (%) Modified duration (years)Fund manager tenure (years)

Equity mutual fund selector

Enter your funds (10 rows to start; pasting adds more rows, up to 500). The tool ranks each fund on four measures, applies your weights, and gives a final rank.

How to collect the data

  1. On Tickertape, go to MF Screener and click Reset all.
  2. Apply the filters.
    • Type: whichever type of equity MF you need, Large cap, Mid cap, Small cap, Flexi cap, Multi cap or ELSS. Then choose the same type in the dropdown below, so the right weights are used.
    • AUM: Min 100 Cr, Max 10,000 Cr
  3. Click Add more filters. Add 5 year CAGR, expense ratio and Sortino ratio.
  4. Sort the list by 5 year CAGR in descending order and select the top 15 funds. Exclude funds with less than 5 years of data.
  5. Enter the 5 year average rolling return and the probability of returns above 15% from another website.

Fund type and weights

Choose the fund type. The weights fill in by fund type. You can change them. They must add up to 100%.

Enter fund data

Quick way: on Tickertape, select the rows from the first Sr. no. to the last Sortino ratio value and copy. Click the first Sr. no. box and paste. Sr. no., name, sub category, plan, AUM, expense ratio, 5 year CAGR and Sortino ratio fill at once. Then enter the rolling return and probability in the two shaded columns.

Sr. no.Fund nameSub categoryPlanAUM Expense ratio (%)CAGR 5Y (%)Sortino ratio 5 year average rolling return (%)Probability above 15% (%)

Index fund selector

Enter as many funds as you like. The tool ranks each fund on two measures, applies your weights, and gives a final rank.

How to collect the data

  1. On Tickertape, go to MF Screener and click Reset all.
  2. Apply the filters.
    • Type: Index funds
    • Plan: Growth
  3. Click Add more filters. Add expense ratio and tracking error.
  4. Select the rows from the first Sr. no. to the last Tracking error value and copy. Click the first Sr. no. box below and paste.
  5. Choose the index type below, so the right weights are used. Paste one index type at a time.

Index type and weights

Choose the index type. The weights fill in by index type. You can change them. They must add up to 100%.

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Enter fund data

Quick way: copy the rows from Tickertape and paste in the first Sr. no. box. Sr. no., fund name, sub category, plan, AUM, total expense ratio and tracking error fill at once. Rows are added as needed, so paste as many funds as you have. Arrow keys and Enter move between the boxes.

Sr. no.Fund nameSub categoryPlanAUMTotal expense ratio (%)Tracking error (%)

Result

Rank 1 is the best. Lower expense ratio and lower tracking error rank better. A fund needs a name and both numbers to get a rank. This tool is for education and is not investment advice.

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