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June 2017 Equity Mutual Fund Screener with SIP, Lump Sum Returns (1-11Y) & Capture Ratios

Each month, I publish equity mutual fund lump sum and SIP returns; upside capture, downside capture and capture ratios over 1,2,3,4,5,6,7,8,9,10,11 year periods. This can be used as a screener to quickly select mutual funds. This time the period considered is from April 3rd, 2006 to June 2nd, 2017. 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: Filter funds with consistent performance using the lump sum and SIP returns data.

Learn more about upside and downside captures: Simplify Mutual Fund Analysis with Upside/Downside Capture Ratios and pick funds with good downside protection - funds that lost less than the benchmark.

You can also pick funds with good upside performance and downside protection.

Update: Now the Nifty Next 50 Total Returns Index is used. Thanks to the latest update: Download Historical Total Returns Index Data of 52 NSE Indices.

The benchmarks used are tabulated below. I have replaced many benchmarks with the Nifty Next 50 (and now TRI) as it is much harder to beat even for mid-cap and small-cap funds.

DescriptionCategoryBenchmark used
BankingEQ-BANKBSE Bankex TRI
FMCG fundsEQ-CGBSEfmcg-TRI
Infrastructure fundsEQ-INFRABSEInfra-TRI
international fundsEQ-INTLNifty Next 50 TRI
IT fundsEQ-ITBSEIT-TRI
Large CapEQ-LCBSELargeCap-TRI
Mid CapEQ-MCNifty Next 50 TRI
Multi CapEQ-MLCNifty Next 50 TRI
OthersEQ-OTHNifty Next 50 TRI
PharmaEQ-PHBSE Healthcare
Small CapEQ-SCNifty Next 50 TRI
Tax planning or ELSSEQ-TPNifty Next 50 TRI
Equity-orientedBalancedBalanced Index

References:

TRI - refers to total returns index (dividends are assumed to be reinvested)

Balanced Index:  A new & accessible benchmark for balanced mutual funds

Related Posts:

Mutual Fund Screening with Downside and Upside Capture Ratios

Mutual Fund Downside Protection Calculator

How Mutual Fund Upside and Downside Capture Ratios are calculated

Here are a couple of screenshots

equity-mutual-fund-listing-1equity-mutual-fund-listing-2

Users can use the sort option to list only the category that they want.

Download the June 2017: List of Equity Mutual Fund Returns and Up/Down Capture Ratios

Also see: How to select an equity mutual fund in 30 minutes!

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2 thoughts on “June 2017 Equity Mutual Fund Screener with SIP, Lump Sum Returns (1-11Y) & Capture Ratios

  1. Anil

    Hi Pattu, Thanks a lot for this monthly reckoner. One quick comment : 4 year upside for all the Infra funds (except one fund) was showing the same %. Can you please check whether this was purely coincidental!

    Reply
    1. freefincal

      That is an error! Thank you. It could be because the macro (which takes about 12 hours to finish) froze. I will check.

      Reply

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