Dec 2016: Equity Mutual Fund SIP, Lump sum returns (1-9Y) & capture ratios

Published: December 7, 2016 at 2:40 pm

Last Updated on

Here is the December 2016 list of 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 year periods determined up to Dec. 2nd 2016.

Pranav Date  wrote a code to match the Value Research fund name and category with appropriate AMFI scheme code. This is a crucial step as it would be very difficult to manually do this for 414 equity funds.

How to use this sheet: Mutual Fund Screening with Downside and Upside Capture Ratios

The benchmarks used are tabulated below.

DescriptionCategoryBenchmark used
BankingEQ-BANKBSE Bankex TRI
FMCG fundsEQ-CGBSEfmcg-TRI
Infrastructure fundsEQ-INFRABSEInfra-TRI
international fundsEQ-INTLNifty-TRI
IT fundsEQ-ITBSEIT-TRI
Large CapEQ-LCBSELargeCap-TRI
Mid CapEQ-MCBSEmidcap-TRI
Multi CapEQ-MLCBSE200-TRI
OthersEQ-OTHNifty-TRI
PharmaEQ-PHBSE Healthcare
Small CapEQ-SCBSEsmallcap-TRI
Tax planning or ELSSEQ-TPBSE200-TRI
Equity-orientedBalancedBalanced Index

References:

TRI – refers to total returns index

Balanced Index:  A new & accessible benchmark for balanced mutual funds

Mutual Fund Screening with Downside and Upside Capture Ratios

Mutual Fund Downside Protection Calculator

How Mutual Fund Upside and Downside Capture Ratios are calculated

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Here is a couple of screenshots

equity-mutual-fund-listing-1equity-mutual-fund-listing-2

Users can use the sort option to list only the category that they want.

Download the Dec 2016: List of Equity Mutual Fund Returns and Up/Down Capture Ratios

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3 Comments

  1. There seems to be a typo in the “References” section!!! Right now TRI reads as “total reference index”, I think the intention was to call it “Total Returns Index”.

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