This is a debt mutual fund screener for portfolio selection, tracking, and learning. It also includes hybrid funds that invest in bonds. It will satisfy investors who wish to invest in money market funds, banking PSU funds, etc. The credit quality of the bonds in the portfolio and the bond maturity profile can be tracked.
Instead of looking at average credit rating and average portfolio duration (maturity) – which can be misleading ) – the sheet lists the weights to ratings like AAA, AA, A, etc. It also divides the bonds maturing within a year, three years, five years and above. This allows the user to understand better credit and interest rate risks in a fund or fund category.
The file (in Excel without macros so that it will open in any spreadsheet software) contains the following sheets (each has the Excel data filter function enabled)
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