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.
|Banking||EQ-BANK||BSE Bankex TRI|
|international funds||EQ-INTL||Nifty Next 50 TRI|
|Mid Cap||EQ-MC||Nifty Next 50 TRI|
|Multi Cap||EQ-MLC||Nifty Next 50 TRI|
|Others||EQ-OTH||Nifty Next 50 TRI|
|Small Cap||EQ-SC||Nifty Next 50 TRI|
|Tax planning or ELSS||EQ-TP||Nifty Next 50 TRI|
TRI - refers to total returns index (dividends are assumed to be reinvested)
Balanced Index: A new & accessible benchmark for balanced mutual funds
Here are a couple of screenshots
Users can use the sort option to list only the category that they want.
Thank you for the wonderful reviews of GameChanger!
Thanks to your support, the book hit #49 in the Kindle bestsellers last afternoon. You can check out the review via this link
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