Last Updated on September 25, 2019
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.
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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.
Description | Category | Benchmark used |
Banking | EQ-BANK | BSE Bankex TRI |
FMCG funds | EQ-CG | BSEfmcg-TRI |
Infrastructure funds | EQ-INFRA | BSEInfra-TRI |
international funds | EQ-INTL | Nifty-TRI |
IT funds | EQ-IT | BSEIT-TRI |
Large Cap | EQ-LC | BSELargeCap-TRI |
Mid Cap | EQ-MC | BSEmidcap-TRI |
Multi Cap | EQ-MLC | BSE200-TRI |
Others | EQ-OTH | Nifty-TRI |
Pharma | EQ-PH | BSE Healthcare |
Small Cap | EQ-SC | BSEsmallcap-TRI |
Tax planning or ELSS | EQ-TP | BSE200-TRI |
Equity-oriented | Balanced | Balanced Index |
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!
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