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 Jan 5th 2017. This can be used as a screener to quickly select mutual funds.
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: Mutual Fund Screening with Downside and Upside Capture Ratios
The benchmarks used are tabulated below.
|Banking||EQ-BANK||BSE Bankex TRI|
|Tax planning or ELSS||EQ-TP||BSE200-TRI|
TRI – refers to total returns index
Balanced Index: A new & accessible benchmark for balanced mutual funds
Here is a couple of screenshots
Users can use the sort option to list only the category that they want.
Also see: How to select an equity mutual fund in 30 minutes!
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