November 2016: Equity Mutual Fund SIP, Lump sum returns & capture ratios

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Here is the November 2016 list of equity mutual fund lump sum and SIP returns; upside capture, downside capture and capture ratios over 1,2,3,4,5,6,7,8,9 year periods determined up to Oct 26th 2016.

Pranav Date played a key role in making this listing possible. He wrote a code to match the Value Research fund name and category with appropriate AMFI scheme code. This is a crucial step as it would be very difficult to manually do this for 386 equity funds.

How to use this sheet: Mutual Fund Screening with Downside and Upside Capture Ratios

The benchmarks used are tabulated below.

DescriptionCategoryBenchmark used
BankingEQ-BANKBSE Bankex TRI
FMCG fundsEQ-CGBSEfmcg-TRI
Infrastructure fundsEQ-INFRABSEInfra-TRI
international fundsEQ-INTLNifty-TRI
IT fundsEQ-ITBSEIT-TRI
Large CapEQ-LCBSELargeCap-TRI
Mid CapEQ-MCBSEmidcap-TRI
Multi CapEQ-MLCBSE200-TRI
OthersEQ-OTHNifty-TRI
PharmaEQ-PHBSE Healthcare
Small CapEQ-SCBSEsmallcap-TRI
Tax planning or ELSSEQ-TPBSE200-TRI
Equity-orientedBalancedBalanced Index

References:

TRI – refers to total reference index

Balanced Index:  A new & accessible benchmark for balanced mutual funds

Mutual Fund Screening with Downside and Upside Capture Ratios

Mutual Fund Downside Protection Calculator

How Mutual Fund Upside and Downside Capture Ratios are calculated

Here is a couple of screenshots

equity-mutual-fund-listing-1equity-mutual-fund-listing-2

Users can use the sort option to list only the category that they want.

Download the Nov 2016: List of Equity Mutual Fund Returns and Up/Down Capture Ratios

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About the Author M Pattabiraman author of freefincal.comM. Pattabiraman is the co-author of two books: You can be rich too with goal based investing and Gamechanger. “Pattu” as he is popularly known, publishes unbiased, promotion-free research, analysis and holistic money management advice. Freefincal serves more than one million readers a year with numbers based analysis on topical issues and has more than a 100 free calculators on different aspects of insurance and investment analysis, including a robo advisory template for use by beginners. Contact information: freefincal {at} Gmail {dot} com He conducts free money management sessions for corporates (see details below). Previous engagements include World Bank, RBI, BHEL, Asian Paints.

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