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. 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

Install Financial Freedom App! (Google Play Store)

Install Freefincal Retirement Planner App! (Google Play Store)

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3 thoughts on “Freefincal Mutual Fund Screener with SIP Returns

  1. Deepak Agrawal

    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

    Reply

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