Now Available! Interactive online tables of mutual fund return/risk metrics

Sortable and searchable online tables of mutual fund returns and up/down capture ratios are now available.

Each month, I release a 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.

The full excel file cane be found here: Aug 2016: List of Equity Mutual Fund Returns & Up/Down Capture Ratios

In an effort to convert this data to interactive html tables, here are sortable search table of the following categories:

Large Cap Mutual Funds Aug 2016: Returns and Capture Ratios

Mid-cap Mutual Funds Aug 2016: Returns and Capture Ratios

Multi-cap mutual funds Aug 2016: Returns and Capture Ratios

Small-cap Mutual Funds Aug 2016: Returns and Capture Ratios

Do check out the interactive features like searching,sorting and pagination. Soon individual columns will have filter options.

html-table

Do let me know suggestions for improvement.

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; 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. You need to only cover my travel fare for the session.

Connect with us on social media


Do check out my books


You Can Be Rich Too with Goal-Based InvestingYou can be rich 243x300 - Now Available! Interactive online tables of mutual fund return/risk metrics

My first book is now available at a 35% discount for Rs. 258. It comes with nine online calculators. Get it now.  The Kindle edition is only Rs. 199.

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

Cover pink - Now Available! Interactive online tables of mutual fund return/risk metrics My second book is now only Rs 199 (Kindle Rs. 99) Get it or gift it to a young earner

The ultimate guide to travel by Pranav Surya

Travel-Training-Kit-Cover 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.

3 thoughts on “Now Available! Interactive online tables of mutual fund return/risk metrics

  1. Feedback: Brilliant. You are being so helpful to every one.

    Suggestions: 1. Possibly in the first tab, give legends what each column/sheet stand for. E.g. EQ-INTL=International mutual funds, EQ-BANK=BANK Sector fund. Also include what is upside, downside capture rations mean, 1Y upside/downside return etc. mean in the legend. Just one or two lines would suffice to give a starting point to readers. Also it would be helpful for people who are NEW to your site and when these excel sheets are shared they will not understand what is downside means in the sheet.
    2. Explain in the first tab what the readers should keep in mind e.g. Will the data be automatically adjusted as time passes by? A “contact” info to report any issues, broken links etc.

  2. Please recheck your calculations.

    I just went through the EQ-LC sheet. All the data for BSL Frontline Equity and BSL Sensex ETF is exactly same. Similarly for IPru Advisor Series and IPru Focused Bluechip Equity, even though the data for Downside, Upside and Capture Ratio is different; that for SIP and Lumpsum returns is exactly the same.

    There may be similar errors in other sheets as well.

  3. I think you are doing a great service to the investor community! Kudos to you for that.
    If you could tell us how to use these spreadsheets for purposes of investment, that would help further!

Your feedback is valuable. Do let us know what you think about the article and help us improve