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.
You can use the comparison sheet to find compare returns, downside protection and capture ratios of all funds in the mid-cap category.
I will soon expand this tool to include other categories.
Subscribe to get posts via email
|You Can Be Rich Too With Goal-based Investing A book that can help you ask the right questions about money and find simple solutions. Comes with nine online calculator modules. Read more about the book and order now!|
GameChanger - Forget Startups, Join Corporate & Still Live The Rich Live You want Take that international trip at 50% lower costs! Optimise credit card usage! Set money management on auto-pilot! Read more about the book and order now!