Freefincal Mutual Fund Screener with SIP Returns

Published: October 1, 2016 at 2:08 pm

Last Updated on

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

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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

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M Pattabiraman author of freefincal.comM. Pattabiraman(PhD) is the founder, managing editor and primary author of freefincal. He is an associate professor at the Indian Institute of Technology, Madras. since Aug 2006. Connect with him via Linkedin
Pattabiraman has co-authored two print-books, You can be rich too with goal-based investing (CNBC TV18) and Gamechanger and seven other free e-books on various topics of money management.  He is a patron and co-founder of “Fee-only India” an organisation to promote unbiased, commission-free investment advice.
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8 Comments

  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

  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.

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