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. This can be used as a screener to quickly select mutual funds. This time the period considered is from April 3rd, 2006 to May 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.
Important update: Yesterdays outperformance consistency screener has an issue. Thanks to Ankit Jain for pointing this out. I shall post the revised screener tomorrow. Apologies for the inconvenience.
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.
The benchmarks used are tabulated below. I have replaced many benchmarks with the Nifty Next 50 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 (new)|
|Mid Cap||EQ-MC||Nifty Next 50 (new)|
|Multi Cap||EQ-MLC||Nifty Next 50 (new)|
|Others||EQ-OTH||Nifty Next 50 (new)|
|Small Cap||EQ-SC||Nifty Next 50 (new)|
|Tax planning or ELSS||EQ-TP||Nifty Next 50 (new)|
TRI – refers to total returns index
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.
Kolkata DIY Investor Workshop May 28th, 2017
You Can Be Rich Too With Goal-Based Investing
You can be rich too with goal based investing is my new book with PV Subramanyam. If you have not yet got the book, check out the reviews below and use the links to buy.
particularly useful for first time investors
Every earner should read this
Five stars. Gifted my friend. He found it very helpful
If you want a book that’s unbiased and that will hold your hand and walk you through the personal finance jungle, then buy this.. the best thing 300 bucks could buy you.
Gift it to your Friends and Relatives whom you care more. Already follower of Pattu and Subra’s forum. Ordered 4 more copies to give gift to my friends and eagerly waiting to read
The best book ever on Financial Freedom Planning. Go get it now!
Your first investment should be buying this book
The (nine online) calculators are really awesome and will give you all possible insights
Thank you, readers, for your generous support and patronage.
Amazon Hardcover Rs. 317. 21% OFF
Kindle at Amazon.in (Rs. 244.30) 30%
If you use a mobikwik wallet, and purchase via infibeam, you can get up to 100% cashback!!
Amazon.com ($ 3.70 or Rs. 267)
- Ask the right questions about money
- get simple solutions
- Define your goals clearly with worksheets
- Calculate the correct asset allocation for each goal.
- Find out how much insurance cover you need, and how much you need to invest with nine online calculator modules
- Learn to choose mutual funds qualitatively and quantitatively.
More information is available here: A Beginner’s Guide To Make Your Money Dreams Come True!
What Readers Say
Free Apps for your Android PhoneInstall Financial Freedom App! (Google Play Store)
Install Freefincal Retirement Planner App! (Google Play Store)
Find out if you have enough to say "FU" to your employer (Google Play Store)