Each month, I publish equity mutual fund lump sum and SIP returns; upside capture, downside capture and capture ratios over 1,2,3,4,5,6,7,8,9,10,11 year periods. This can be used as a screener to quickly select mutual funds. This time the period considered is from April 3rd 2006 to Mar 31st 2017. Pranav Date wrote a code to match the Value Research fund name and category with appropriate AMFI scheme code. This is a crucial step as it would be very difficult to manually do this for 414 equity funds.
This time I have added 10Y and 11Y lump sum and SIP returns.
How to use this sheet: Filter funds with consistent performance using the lump sum and SIP returns data.
Learn more about upside and downside captures: Simplify Mutual Fund Analysis with Upside/Downside Capture Ratios and pick funds with good downside protection – funds that lost less than the benchmark.
You can also pick funds with good upside performance and downside protection.
The benchmarks used are tabulated below.
|Banking||EQ-BANK||BSE Bankex TRI|
|Tax planning or ELSS||EQ-TP||BSE200-TRI|
TRI – refers to total returns index
Balanced Index: A new & accessible benchmark for balanced mutual funds
Here is a couple of screenshots
Users can use the sort option to list only the category that they want.
New Delhi DIY Investor Workshop April 23rd 2017
You Can Be Rich Too With Goal-Based Investing
is my book with PV Subramanyam. It is a jargon-free non-technical introduction to managing your money and comes with nine online calculators and detailed guides to choose equity and debt mutual funds.
A very concise and practical read. No nonsense advice to personal finance.
The best book ever on Financial Freedom Planning. Go get it now!
Your first investment should be buying this book
The (nine online) calculators are really awesome and will give you all possible insights
Thank you, readers, for your generous support and patronage.
Amazon Hardcover Rs. 317 21% OFF
Kindle at Amazon.in (Rs. 244.30)
Infibeam Now just Rs. 307 use love10 to get additional 10% OFF.
If you use a mobikwik wallet, and purchase via infibeam, you can get up to 100% cashback!!
- Ask the right questions about money
- get simple solutions
- Define your goals clearly with worksheets
- Calculate the correct asset allocation for each goal.
- Find out how much insurance cover you need, and how much you need to invest with nine online calculator modules
- Learn to choose mutual funds qualitatively and quantitatively.
More information is available here: A Beginner’s Guide To Make Your Money Dreams Come True!
What Readers Say
Also Available At
Amazon.com ($ 3.70 or Rs. 267)
Google Play Store (Rs. 244.30)