Here is the September 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.
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 returns were obtained 1Y,2Y,...9Y before Sep. 22nd 2016 for both SIP and lump sum returns. The benchmarks used are tabulated below.
|Banking||EQ-BANK||BSE Bankex TRI|
|Tax planning or ELSS||EQ-TP||BSE200-TRI|
TRI - refers to total reference index
Balanced Index: A new & accessible benchmark for balanced mutual funds
Here are a couple of screenshots
Users can use the sort option to list only the category that they want.
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