Feb 2017: Equity Mutual Fund 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 determined up to Feb 3rd 2017. This can be used as a screener to quickly select mutual funds.

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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: Filter funds with consistent performance using the lump sum and SIP returns data.

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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.

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

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

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

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

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Download the Feb 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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