Large Cap Mutual Funds Aug 2016: Returns and Capture Ratios

Here is a list of large cap mutual fund 3-year and 5-year, lump sum and SIP returns and 3-year and 5-year downside,upside  and capture ratios.

The benchmark used is the Nifty Value 20.

The benchmark returns are mentioned in the first row in brackets. For example, in 3Y SIP (6). Here 6 = 6% is the 3Y SIP return for the benchmark.

LS: Lump sum returns (%)

Dw: Downside capture ratio (%). Lower the better (incl negative values). A measure of how much of the benchmarks losses the fund has captured.

Up: Upside capture ratio(%). Higher the better. A measure of benchmark gains captured by the fund.

CR: Capture ratio = Up/DW. Higher the better. A capture of >1 is considered "good".

Large Cap Mutual Funds Aug 2016

You can also download  Aug 2016: List of Equity Mutual Fund (all categories) Returns & Up/Down Capture Ratios over 1,2,3,4,5,6,7,8,9 year periods.


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