Equity Mutual Fund Screener with April 2017 SIP, Lump sum returns (1-11Y) & capture ratios

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…

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Equity Mutual Fund Outperformance Screener: April 2017

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…

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December 2016: Mutual Fund Performance Consistency Screener Data

Here is this month’s screener data of how consistent a fund has performed with respect to a category benchmark over every possible 3-year, 5-year and 7-year investment duration since 3rd April 2006. 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…

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