Freefincal Mutual Fund Screener with SIP Returns

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

Mutual-fund-SIP-screener-1
Inputs page
Mutual-fund-SIP-screener-2
The screener page

How does the screener work?

Ramesh Vijayaraghavan made some modifications to simplify usage.

July 2018: Follow this link make a copy in your G-drive to use. If you share the sheet, ensure that the screener source is mentioned as freefincal and data source as Value Research.

Oc 2016 Download it from here:

https://docs.google.com/spreadsheets/d/1VSomgmzp5WQkdjSI5cPIsCS412NQspWRO_YevokhTLY/copy

  • 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.

Old Version

https://docs.google.com/spreadsheets/d/1BVW52KUqS_3SKWpN9AeVomQruEZ7a99nxXbJbOfr8oE/copy

Three screens are available:

  1. Consistency in 1,3,5,10,15 and 20-year SIP returns falling in the top 15 (can be varied) for each duration.
  2. 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 Performance Consistency Screener: September 2016

The freefincal Excel Stock Screener

Automated Stock Analysis with Screener.in data

Mutual Fund Screener Version 6.0

Want to conduct a sales-free "basics of money management" session in your office?
I conduct free seminars to employees or societies. Only the very basics and getting-started steps are discussed (no scary math):For example: How to define financial goals, how to save tax with a clear goal in mind; How to use a credit card for maximum benefit; When to buy a house; How to start investing; where to invest; how to invest for and after retirement etc. depending on the audience. If you are interested, you can contact me: freefincal [at] Gmail [dot] com. I can do the talk via conferencing software, so there is no cost for your company. If you want me to travel, you need to cover my airfare (I live in Chennai)

Connect with us on social media


Do check out my books


You Can Be Rich Too with Goal-Based InvestingYou can be rich too with goal based investing

My first book is meant to help you ask the right questions, seek the right answers and since it comes with nine online calculators, you can also create customg solutions for your lifestye! Get it now . It is also available in Kindle format .

Gamechanger: Forget Startups, Join Corporate & Still Live the Rich Life You Want

Gamechanger: Forget Start-ups, Join Corporate and Still Live the Rich Life you want
My second book is meant for young earners to get their basics right from day one! It will also help you travel to exotic places at low cost! Get it or gift it to a youngearner

The ultimate guide to travel by Pranav Surya

Travel-Training-Kit-Cover This is a deep dive analysis into vacation planning, finding cheap flights, budget accommodation, what to do when travelling, how travelling slowly is better financially and psychologically with links to the web pages and hand-holding at every step. Get the pdf for ₹199 (instant download)

Create a "from start to finish" financial plan with this free robo advisory software template


Free Apps for your Android Phone

All calculators from our book, “You can be Rich Too" are now available on Google Play!
Install 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)

About Freefincal

Freefincal has open-source, comprehensive Excel spreadsheets, tools, analysis and unbiased, conflict of interest-free commentary on different aspects of personal finance and investing. If you find the content useful, please consider supporting us by (1) sharing our articles and (2) disabling ad-blockers for our site if you are using one. We do not accept sponsored posts, links or guest posts request from content writers and agencies.

Blog Comment Policy

Your thoughts are vital to the health of this blog and are the driving force behind the analysis and calculators that you see here. We welcome criticism and differing opinions. I will do my very best to respond to all comments asap. Please do not include hyperlinks or email ids in the comment body. Such comments will be moderated and I reserve the right to delete the entire comment or remove the links before approving them.

8 thoughts on “Freefincal Mutual Fund Screener with SIP Returns

  1. The Input sheet of this screener says –
    For greater clarity, see “How to interpret results” section in the Shortlist sheet.

    I could not find Shortlist Sheet.

    Please guide.

    Thanks for a great resource.

    Deepak

  2. Hi, your articles are really very great. I was going thru’ the video in this article “Freefincal Mutual Fund Screener User Guide”. At time 0.46 minutes, you are guiding to open Notepad with code.gs and then to copy paste it into the excel script editor window.

    My query is I am not understand how do I get the programme lines written in Notepad with code.gs.

    Thanks,

  3. Hi, I am still awaiting your valuable reply. I wish to know how the codes/program lines were obtained in the code.gs note pad file shown in your video.

    Step-1: Make a copy
    Step-2: Go to Tools –> Script Editor
    Step-3: Delete the 3 lined code which comes on screen
    Step-4: Open Code.gs notepad file and copy paste the codes from this notepad into the screen of Step-3 above.

    Here, Step-4 is where I am stuck. Pls do the needful.

    Thanks & Best Regards,
    Darshan Trivedi

    1. Use the link provided by Ramesh Vijayaraghavan in the post. That does not need the script editor. Sorry for the late response.

  4. Also, I believe the version “Freefincal Mutual Fund SIP Returns Screener 1.0.0” is the latest one.

    Pls excuse me if I have missed any earlier information of yours.

    Thanks,
    Darshan

  5. Sir, very good tool. I have a suggestion you can also add a column expense ratio if it is feasible, which will be useful to select a fund in the short list which is having lesser expense ratio. Also I tried “Show only funds with 3 years of return” but it does not show direct plans of mutual fund.

Comments are closed.