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.
Free Apps for your Android Phone 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)
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.