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

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

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

What Readers Say about You Can be Rich Too

5.0 out of 5 stars 
on 27 November 2016
The “best value for money 399 rs” you will ever spend in your life. You will not come across any better no-nonsense authors in personal finance space in India. Totally recommended.
A Must Read.
“A must read for every beginner , or even for a seasoned investor , who are lost somewhere in the process. Each chapter is so nicely explained with no jagrons , be it related to Insurance , Investment , Taxation or Mutual Funds.
And at the end calculators are just an eye opener when you put the real numbers , that makes the end Icing on the cake”. By shavneet on 16 November 2016

Check out the other reviews and buy now via Amazon.in for Rs. 399 or Bookadda for Rs. 339/-. Or via Infibeam for just Rs. 307. Jeethendra tells me infibeam delivers faster.

The book is also available on Kindle at Amazon.in (Rs. 244.30) or at Amazon.com ($3.36 or Rs. 244.30).

Also at,  Google Play Store  (Rs. 244.30)

Request to Write a Review

If you have read the book, please review it at Amazon/Flipkart/Infibeam/Google Play. It will make us better writers

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.

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

  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”.

Do let us know what you think about the article