Last Updated on August 30, 2021 at 3:47 pm
The freefincal mutual fund screener on Google Sheets is now available with 1,3,5,10,15 and 20-year SIP returns data from Value Research.
This is an independent screener which complements the previously published Freefincal Mutual Fund Screener- Google Sheets Edition (call this SCR1) which is based on 12-year annual returns and 1,2,3…12 year CAGRs.
So SCR1 is based on lump sum returns and the present screener (SCR2) is based on SIP returns.
Here are a few screenshots
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How does the screener work?
Ramesh Vijayaraghavan made some modifications to simplify usage.
July 2018: Follow this link make a copy in your G-drive to use. If you share the sheet, ensure that the screener source is mentioned as freefincal and data source as Value Research.
Oc 2016 Download it from here:
https://docs.google.com/spreadsheets/d/1VSomgmzp5WQkdjSI5cPIsCS412NQspWRO_YevokhTLY/copy
- Make a copy
- Please wait until all calculations are done. The default category is “Large cap” and default reference rank is ’15’.
- Go to screener sheet and play with shortlisting. If you are not familiar with data sorting, you can watch this video – after first 4 minutes. Note: this video is only a tutorial for using the screening feature and is based on the lump sum screener sheet.
Old Version
https://docs.google.com/spreadsheets/d/1BVW52KUqS_3SKWpN9AeVomQruEZ7a99nxXbJbOfr8oE/copy
Three screens are available:
- Consistency in 1,3,5,10,15 and 20-year SIP returns falling in the top 15 (can be varied) for each duration.
- Consistency in 1,3,5,10,15 and 20-year SIP returns falling above respective category average.
They can be used together or individually to create a shortlist.
Other Screeners Available
Mutual Fund Performance Consistency Screener: September 2016
The freefincal Excel Stock Screener
Automated Stock Analysis with Screener.in data
Mutual Fund Screener Version 6.0