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.
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