The freefincal mutual fund screener on Google Sheets is now available with 1,3,5,10,15 and 20-year SIP returns data from Value Research.
This is an independent screener which complements the previously published Freefincal Mutual Fund Screener- Google Sheets Edition (call this SCR1) which is based on 12-year annual returns and 1,2,3...12 year CAGRs.
So SCR1 is based on lump sum returns and the present screener (SCR2) is based on SIP returns.
Here are a few screenshots
How does the screener work?
Ramesh Vijayaraghavan made some modifications to simplify usage. Download it from here:
- Make a copy
- Please wait until all calculations are done. The default category is "Large cap" and default reference rank is '15'.
- Go to screener sheet and play with shortlisting. If you are not familiar with data sorting, you can watch this video - after first 4 minutes. Note: this video is only a tutorial for using the screening feature and is based on the lump sum screener sheet.
Three screens are available:
- Consistency in 1,3,5,10,15 and 20-year SIP returns falling in the top 15 (can be varied) for each duration.
- Consistency in 1,3,5,10,15 and 20-year SIP returns falling above respective category average.
They can be used together or individually to create a shortlist.
Other Screeners Available
Mutual Fund Screener Version 6.0
Buy our New Book!You Can Be Rich With Goal-based Investing A book by P V Subramanyam (subramoney.com) & M Pattabiraman. Hard bound. Price: Rs. 399/- and Kindle Rs. 349/-. Read more about the book and pre-order now!