Compare your Mid-cap fund performance with category peers

Published on / By M. Pattabiraman Twitter: @pattufreefincal / 4 Comments

Published: April 29, 2016 at 9:37 am

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.

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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

Data for all categories is now available here: Monthly Fund Screeners

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Pattabiraman editor freefincalDr M. Pattabiraman(PhD) is the founder, managing editor and primary author of freefincal. He is an associate professor at the Indian Institute of Technology, Madras. He has over nine years of experience publishing news analysis, research and financial product development. Connect with him via Twitter or Linkedin or YouTube. Pattabiraman has co-authored three print books: (1) You can be rich too with goal-based investing (CNBC TV18) for DIY investors. (2) Gamechanger for young earners. (3) Chinchu Gets a Superpower! for kids. He has also written seven other free e-books on various money management topics. He is a patron and co-founder of “Fee-only India,” an organisation for promoting unbiased, commission-free investment advice.
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