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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 June 2nd, 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

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 June 2nd 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. read more

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 May 2nd, 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 May 2nd 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. 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 1,2,3,4,5,6,7,8,9,10,11 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. read more