Equity Mutual Fund Screener with March 2017 SIP, Lump sum returns (1-9Y) & capture ratios

Each month, I publish 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. This can be used as a screener to quickly select mutual funds. This time the period considered is from April 3rd 2006 to Feb 28th 2017. 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.

Amazon Best Reads OFFER:  Before we begin You Can be Rich Too is now 50% OFF (Rs. 199) as part of Amazons Best Reads March 2017 offer! Get it now!!

How to use this sheet: Filter funds with consistent performance using the lump sum and SIP returns data.

Learn more about upside and downside captures: Simplify Mutual Fund Analysis with Upside/Downside Capture Ratios and pick funds with good downside protection – funds that lost less than the benchmark.

You can also pick funds with good upside performance and downside protection.

The benchmarks used are tabulated below.

References:

TRI – refers to total returns index

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

Related Posts:

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

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

Download the March 2017: List of Equity Mutual Fund Returns and Up/Down Capture Ratios

Also see: How to select an equity mutual fund in 30 minutes!

You Can Be Rich Too With Goal-Based Investing

Happy to announce that my book with PV Subramanyam has been selected as part of Amazon Best Reads Mar 2017. Thank you for your support and trust. If you have not yet got the book, check out the reviews below and use the links to buy at a great price.

A very concise and practical read. No nonsense advice to personal finance.

The best book ever on Financial Freedom Planning. Go get it now!

Your first investment should be buying this book

The (nine online) calculators are really awesome and will give you all possible insights

Thank you, readers, for your generous support and patronage.

Amazon Hardcover Rs. 199 50% OFF

Kindle at Amazon.in (Rs. 244.30)

Google Play Store (Rs. 244.30)

Infibeam Now just Rs. 307 use love10 to get additional 10% OFF.  

If you use a mobikwik wallet, and purchase via infibeam, you can get up to 100% cashback!!

• Ask the right questions about money
• get simple solutions
• Define your goals clearly with worksheets
• Calculate the correct asset allocation for each goal.
• Find out how much insurance cover you need, and how much you need to invest with nine online calculator modules
• Learn to choose mutual funds qualitatively and quantitatively.

More information is available here: A Beginner’s Guide To Make Your Money Dreams Come True!

What Readers Say

Also Available At

Bookadda Rs. 371. Flipkart Rs. 359

Amazon.com ($ 3.70 or Rs. 267)

Google Play Store (Rs. 244.30)

Want to conduct a sales-free "basics of money management" session in your office?

I conduct free seminars to employees or societies. Only the very basics and getting-started steps are discussed (no scary math):For example: How to define financial goals, how to save tax with a clear goal in mind; How to use a credit card for maximum benefit; When to buy a house; How to start investing; where to invest; how to invest for and after retirement etc. depending on the audience. If you are interested, you can contact me: freefincal [at] Gmail [dot] com. I can do the talk via conferencing software, so there is no cost for your company. If you want me to travel, you need to cover my airfare (I live in Chennai)

---

Connect with us on social media

• Twitter @freefincal
• Facebook
• Subscribe to our Youtube Videos
• Posts feed via: Feedburner
• We are also on Google PlusandPinterest

---

Do check out my books

---

You Can Be Rich Too with Goal-Based Investing

My first book is meant to help you ask the right questions, seek the right answers and since it comes with nine online calculators, you can also create customg solutions for your lifestye!Get it now.  It is also available in Kindle format.

---

Gamechanger: Forget Startups, Join Corporate & Still Live the Rich Life You Want

My second book is meant for young earners to get their basics right from day one! It will also help you travel to exotic places at low cost! Get it or gift it to a youngearner

---

The ultimate guide to travel by Pranav Surya

This is a deep dive analysis into vacation planning, finding cheap flights, budget accommodation, what to do when travelling, how travelling slowly is better financially and psychologically with links to the web pages and hand-holding at every step.  Get the pdf for ₹199 (instant download)

---

Create a "from start to finish" financial plan with this free robo advisory software template

---

Free Apps for your Android Phone

All calculators from our book, “You can be Rich Too” are now available on Google Play!

---

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.