A practical brief on a downloadable Excel screener that breaks down debt and bond-holding hybrid funds by credit quality, maturity profile, duration and YTM to aid selection, tracking and learning.
The screener lists credit-rating weights (AAA, AA, A1, etc.) and maturity buckets (≤1 yr, 1–3 yrs, 3–5 yrs, >5 yrs) instead of relying on single averages.
It includes sheets for fund asset allocation, credit rating mix, maturity profile, upgrades/downgrades, YTM, modified duration and trailing returns with benchmarks.
Use it to shortlist funds by matching bond maturity buckets to your investment horizon, then inspect factsheets and past data before selecting a fund.
# At a glance
This screener is an Excel file (no macros) designed to help investors select, track and learn about debt mutual funds and hybrid funds that hold bonds. It focuses on concrete portfolio metrics that matter for debt risk: credit-quality weights, bond maturity distribution, yield-to-maturity (YTM), modified duration and average maturity. The publisher charges Rs. 300 for personal use.
# What the screener contains
The workbook provides multiple filtered sheets so you can sort and compare funds quickly:
Each sheet has Excel's data filter enabled so you can sort, filter and build shortlists.
# Why the chosen metrics matter
# How to use the screener — step-by-step
# Practical cautions
# Final note
The tool is aimed at investors who want a clearer, data-driven view of how debt and hybrid funds allocate across credit ratings and maturity buckets. It is built to make comparisons and shortlisting easier, but selection still requires reading scheme documents and monitoring fund metrics after investment.
This debt mutual fund screener supports portfolio selection, tracking, and learning. It also includes hybrid funds that invest in bonds. It will satisfy investors seeking to invest in money market funds, banking PSU funds, and similar instruments. The sheet tracks the credit quality of the portfolio’s bonds and the bon
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