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!
What Readers Say about You Can be Rich Too
You can Be Rich Too is my book with PV Subramanyam, published by CNBC TV18. It comes with nine online calculator modules to create your own financial plan.
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And at the end calculators are just an eye opener when you put the real numbers , that makes the end Icing on the cake".
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