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.
Do let me know suggestions for improvement.
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