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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.

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//pagead2.googlesyndication.com/pagead/js/adsbygoogle.js(adsbygoogle = window.adsbygoogle || []).push({});Use this screener datasheet to choose mutual funds that have consistently outperformed a category benchmark over every possible 3,5,7 year periods from April 3rd 2006 to Mar 31st 2017. Includes a "how-to-use" video. All equity funds and equity-oriented balanced funds (excluding equity savings funds) have been considered**. The method adopted is based on this report:  A simple way to measure mutual fund performance consistency.

 

** Rolling returns for some funds could not be calculated. The list of all such funds can be found in the screener file.

Mutual Fund Performance Consistency Score

Rolling returns are a simple way to estimate how consistency a fund has outperformed a benchmark. Three-year rolling returns have been considered. For example, suppose 1000 such 3Y returns are available for the fund and 800 such returns for the benchmark. Here is an example:

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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 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 Feb 28th 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.

read more

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Use this screener datasheet to choose mutual funds that have consistently outperformed a category benchmark over every possible 3,5,7 year periods from April 3rd 2006 to Feb 28th 2017. Includes a "how-to-use" video. All equity funds and equity-oriented balanced funds (excluding equity savings funds) have been considered**. The method adopted is based on this report:  A simple way to measure mutual fund performance consistency.

 

** Rolling returns for some funds could not be calculated. The list of all such funds can be found in the screener file.

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Mutual Fund Performance Consistency Score

Rolling returns are a simple way to estimate how consistency a fund has outperformed a benchmark. Three-year rolling returns have been considered. For example, suppose 1000 such 3Y returns are available for the fund and 800 such returns for the benchmark. Here is an example:

read more

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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 year periods determined up to Feb 3rd 2017. This can be used as a screener to quickly select mutual funds.

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.

read more