Last Updated on April 2, 2021
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.
Data for all categories is now available here: Monthly Fund Screeners
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