21.7 C
New York
Thursday, August 21, 2025

Debt and hybrid mutual fund screener (Aug 2025) for choice, monitoring, studying


It is a debt mutual fund screener for portfolio choice, monitoring, and studying. It additionally contains hybrid funds that put money into bonds. It would fulfill buyers who want to put money into 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 could be tracked.

As a substitute of taking a look at common credit standing and common portfolio period (maturity) – which could 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 know higher credit score and rate of interest dangers in a fund or fund class.

The file (in Excel with out macros so that it’ll open in any spreadsheet software program) accommodates the next sheets (every has the Excel knowledge filter operate 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 under)
  • 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: get folks to pay on 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 Charge
    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. Answer-Oriented – Kids’s Fund
    24. Answer-Oriented – Retirement Fund
    25. Extremely Brief Period
Debt and hybrid mutual fund screener (Aug 2025) for choice, monitoring, studyingDebt and hybrid mutual fund screener (Aug 2025) for choice, monitoring, studying
Screenshot of freefincal Debt and hybrid mutual fund screener

use the sheet

Use 1: To be taught extra about debt funds.

  1. If you’re new to debt funds, you’ll be able to obtain the inexperienced persons’ information to understanding debt funds from our e-books web page (there are six different free ebooks!).
    • Earlier than utilizing the screener, it’s essential know what modified period stands for (a measure of rate of interest danger, increased the worth, increased the NAV fluctuations). Common portfolio maturity additionally measures rate of interest danger (period danger). The upper this worth, the upper the chance. Notice this danger is current in all forms of funds, even when they don’t take credit score danger.
    • Yield to maturity data 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 use the screener to learn the way totally different fund classes put money into 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 must be clear about your wants.
  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 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’ll be able to 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 danger and credit score danger if non-gilt funds are used)
  6. The above steps can be utilized to shortlist the classes. Then, you’ll be able to take a look at the class’s credit standing profile. You’ll be able to shortlist funds with solely AAA or A1 bonds, gilts, and so on.
  7. Please word: the info is as per the newest factsheet. When you create a shortlist, learn the scheme doc to know how a lot credit standing and bond period can fluctuate. 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 up to now relative to present knowledge.
  8. As soon as you recognize the character of the bonds the fund will put money into and the related credit score and rate of interest dangers, you’ll be able to decide a fund out of your shortlist. Please word:  debt fund buyers should keep watch over YTM, modified period, and common maturity change of their funds sometimes.

Necessary Data

  1. This screener prices Rs. 300  and is supposed for private use solely.
  2. Inside, you get discounted hyperlinks to our two programs: get folks to pay on 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 info 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 accommodates no purchase or promote suggestions and solely has the abovementioned knowledge.
  6. Disclaimer: Sufficient care and energy have been put into removing errors. Nonetheless, we can’t assure that the sheet is freed from error. Data for some funds may very well be lacking. After making a fund shortlist, customers are suggested to confirm the info with the fund factsheet downloaded from the AMC web site.  No a part of this sheet must be handled as funding recommendation. We’re not accountable for any losses (or beneficial properties) that will come up in your investments or funding portfolio on account 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 dwelling exterior India? You’ll be able to 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 mates utilizing the buttons under.


Use our Robo-advisory Device to create an entire monetary plan! Greater than 3,000 buyers and advisors use this!  Use the low cost code: robo25 for a 20% low cost.Plan your retirement (early, regular, earlier than, and after), in addition to non-recurring monetary targets (reminiscent of little one training) and recurring monetary targets (like holidays and equipment purchases). The software would assist anybody aged 18 to 80 plan for his or her retirement, six different non-recurring monetary targets, and 4 different recurring monetary targets with an in depth money stream abstract.


🔥You too can avail large reductions on our programs and the freefincal investor circle! 🔥& be a part of our group of 8000+ customers!


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.


You’ll be able to observe our articles on Google Information

Follow Freefincal on Google NewsFollow Freefincal on Google News
Comply with Freefincal on Google Information

We’ve greater than 1000 movies on YouTube!

Subscribe to the freefincal Youtube Channel. Subscribe button courtesy: Vecteezy.Subscribe to the freefincal Youtube Channel. Subscribe button courtesy: Vecteezy.
Subscribe to the freefincal Youtube Channel.

Be part of our WhatsApp Channel

Follow freefincal on WhatsApp ChannelFollow 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 PodcastListen to the Lets Get Rich with Pattu Podcast
Hearken to the Let’s Get Wealthy with Pattu Podcast

You’ll be able to watch podcast episodes on the OfSpin Media Pals YouTube Channel.

Lets Get RICH With PATTU podcast on YouTubeLets 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’ve 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 under.
  • Hit ‘reply’ to any e mail from us! We don’t provide personalised funding recommendation. We will write an in depth article with out mentioning your title in case you have a generic query.

Be part of 32,000+ readers and get free cash administration options delivered to your inbox! Subscribe to get posts by way of e mail! (Hyperlink takes you to our e mail sign-up type)


About The Creator

Pattabiraman editor freefincalPattabiraman 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 13 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 could be wealthy too with goal-based investing (CNBC TV18) for DIY buyers. (2) Gamechanger for younger earners. (3) Chinchu Will get a Superpower! for teenagers. He has additionally written seven different free e-books on varied cash administration matters. He’s a patron and co-founder of “Price-only India,” an organisation selling unbiased, commission-free aum unbiased funding recommendation.


Our flagship course! Be taught to handle your portfolio like a professional to attain your targets no matter market situations! Greater than 3,500 buyers and advisors are a part of our unique group! Get readability on tips on how to plan on your targets and obtain the mandatory corpus irrespective of the market situation is!! Watch the primary lecture without spending a dime!  One-time fee! No recurring charges! Life-long entry to movies! Scale back worry, uncertainty and doubt whereas investing! Learn to plan on your targets earlier than and after retirement with confidence.


Enhance your earnings by getting folks to pay on your abilities! Greater than 800 salaried staff, entrepreneurs and monetary advisors are a part of our unique group! Learn to get folks to pay on your abilities! Whether or not you’re a skilled or small enterprise proprietor who desires extra purchasers by way of on-line visibility or a salaried individual wanting a aspect earnings or passive earnings, we’ll present you tips on how to obtain this by showcasing your abilities and constructing a group that trusts and pays you! (watch 1st lecture without spending a dime). One-time fee! No recurring charges! Life-long entry to movies!   


Our guide for teenagers: “Chinchu Will get a Superpower!” is now accessible!

Both boy and girl version covers of Chinchu gets a superpowerBoth 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 could be traced to an absence of knowledgeable decision-making. We made dangerous choices and cash errors after we began incomes and spent years undoing these errors. Why ought to our youngsters undergo the identical ache? What is that this guide about? As dad and mom, what would it not be if we needed to groom one skill in our youngsters that’s key not solely to cash administration and investing however to any facet of life? My reply: Sound Determination Making. So, on this guide, we meet Chinchu, who’s about to show 10. What he desires for his birthday and the way his dad and mom plan for it, in addition to educating 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)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 mum or dad ought to train their youngsters proper from their younger age. The significance of cash administration and resolution making primarily based on their desires and wishes. Very properly written in easy phrases. – Arun.

Purchase the guide: Chinchu will get a superpower on your little one!


revenue from content material writing: Our new book is for these excited about getting aspect earnings by way of content material writing. It’s accessible at a 50% low cost for Rs. 500 solely!


Do you need to examine if the market is overvalued or undervalued? Use our market valuation software (it should work with any index!), or get the Tactical Purchase/Promote timing software!


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, studies, opinions and insights on mutual funds, shares, investing, retirement and private finance developments. We achieve this 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 data and detailed evaluation by its authors. All statements made will likely 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 will likely be inferences backed by verifiable, reproducible proof/knowledge. Contact data:  To get in contact, use this contact type. (Sponsored posts or paid collaborations is not going to be entertained.)


Join with us on social media


Our publications

You Can Be Wealthy Too with Aim-Primarily based Investing

You can be rich too with goal based investingYou can be rich too with goal based investingRevealed by CNBC TV18, this guide is supposed that will help you ask the appropriate questions and search the proper solutions, and because it comes with 9 on-line calculators, you can even create customized options on your way of life! Get it now.


Gamechanger: Neglect Startups, Be part of Company & Nonetheless Dwell the Wealthy Life You Need Gamechanger: Forget Start-ups, Join Corporate and Still Live the Rich Life you wantGamechanger: 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 would additionally enable you journey to unique locations at a low value! Get it or reward it to a younger earner.


Your Final Information to Journey

Travel-Training-Kit-Cover-newTravel-Training-Kit-Cover-new That is an in-depth dive into trip planning, discovering low-cost flights, price range 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 (on the spot obtain)




Related Articles

LEAVE A REPLY

Please enter your comment!
Please enter your name here

Latest Articles