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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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UTI Equity Fund in your Screener is classified as EQ-MLC but Value Research classifies it as EQ-LC. I think they reclassify the funds on a monthly basis when they update the fund portfolio. To avoid discrepancies/confusion, please publish your Screener only when their reclassification is complete.
Thank you. I shall use the latest category listings each month.
HI Dear Pattu Sir,
I am very new to this Mutual fund space and have been reading your blogs since last few months. Excellent work and details provided by you for the beginners. Thanks
While going thru excel sheet for mutual fund screener, I was trying to match data with annual returns in VRO site for “Franklin India High Growth Companies Fund”. But could not match it with SIP returns or lumps returns in your excel. Can I pls. request you to explain little bit on this two sets of data, how is it derived.
Thanks again
Nimesh