Compare your Mid-cap fund performance with category peers

Suppose you had invested in a mid-cap fund, say SBI emerging business from Sep 2010. Here is a tool with which you can compare the current performance of the fund with all other funds in the mid-cap category and its benchmark.

I am not a fan of peer comparison after investing a mutual fund. Many other are. They end up reviewing their fund performance using star ratings. The ratings evaluate funds over a period which is different from the date we started investing in a fund and could significantly influence results.

Here is a tool for fans of peer comparison. They can enter the date they first invested in a mid-cap fund and can calculate SIP returns, lump sum returns, upside capture, downside capture, and capture ratio of all the funds in the Value Research mid-cap category, along with benchmark returns.

The capture ratio for each fund is calculated wrt their own benchmark. Here are a few screenshots.

The input screen
The input screen
The comparison sheet. The fund invested is marked red and index is marked blue
The comparison sheet. The fund invested is marked red and index is marked blue

You can use the comparison sheet to find compare returns, downside protection  and capture ratios of all funds in the mid-cap category.

Download the Mid-cap peer comparison analyzer

I will soon expand this tool to include other categories.

Create a "from start to finish" financial plan with this free robo advisory software template

Free Apps for your Android Phone

Install Financial Freedom App! (Google Play Store)
Install Freefincal Retirement Planner App! (Google Play Store)
Find out if you have enough to say "FU" to your employer (Google Play Store)

About Freefincal

Freefincal has open-source, comprehensive Excel spreadsheets, tools, analysis and unbiased, conflict of interest-free commentary on different aspects of personal finance and investing. If you find the content useful, please consider supporting us by (1) sharing our articles and (2) disabling ad-blockers for our site if you are using one. We do not accept sponsored posts, links or guest posts request from content writers and agencies.

Blog Comment Policy

Your thoughts are vital to the health of this blog and are the driving force behind the analysis and calculators that you see here. We welcome criticism and differing opinions. I will do my very best to respond to all comments asap. Please do not include hyperlinks or email ids in the comment body. Such comments will be moderated and I reserve the right to delete the entire comment or remove the links before approving them.

4 thoughts on “Compare your Mid-cap fund performance with category peers

  1. (1) In the Results Sheet, why Sundaram Select Midcap and SBI Magnum Global are not showing Upside/Downside Capture nd Capture Ratios?

    (2) If I have an irregular investment – say SIP for some time and a number of lumpsum investments – how do I use the analyzer? Instead of developing your tools in an either/or (SIP/Lumpsum), can you develop them for an actual statement of a/c which can take care of both

  2. Comparative performance of different funds will be meaningful only with respect to a single benchmark (like the commonly accepted Nifty 50) and not a different benchmark for each fund.

Do let us know what you think about the article