May 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 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.

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

References:

TRI – refers to total returns index

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 May  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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