Mutual Fund Screener Updates

There are two types of mutual fund screeners available at freefincal. Here are some updates along with a navigation guide. Both screeners capture data from Value Research.

  1. Mutual Fund Screener based on lump sum returns (version 4.0)
  2. Mutual Fund Screener based on SIP returns (Version 1.1.0)

The main reason behind this post is that there is a mistake in the way one of the shortlisting is done. It may not change results by much, but it is a mistake nonetheless.

Latest versions of the lump sum screener 

There are 3 versions. You can use any of them.

Excel Version (lump sum): Download the Automated Mutual Fund Screener (the main page also have the updated version)

Google sheet versions (lump sum): 

1. Download the Freefincal Mutual Fund Screener- Google Sheets Edition pack - Unzip and upload to Google sheets along with a script (adapted by Ramesh Venigopal). Instructions are here: Mutual Fund Screener- Google Sheets Edition

2. Thanks to Riyaz, we now have have a wonderful alternative:

3. Ramesh Vijayaraghavan figured out that authentication is necessary for CSV files only. Their html can be imported without username and password. I tried to do this, but failed.

Ramesh and Riyaz sent me these modifications within minutes of each other!

Latest versions of the SIP screener 

Google sheet versions (SIP): 

Mutual-fund-SIP-screener

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.

Old Version:

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

Excel Version

Download the freefincal mutual fund SIP screener

Happy to inform that the DIY Investors' forum is back online!

Please particpate in this simple poll and retweet.

Install Financial Freedom App! (Google Play Store)

Install Freefincal Retirement Planner App! (Google Play Store)

book-footer

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!
Practical advice + calculators for you to develop personalised investment solutions

Thank you for reading. You may also like

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.

Do let us know what you think about the article