Here is a list of small-cap mutual fund 3-year and 5-year, lump sum and SIP returns and 3-year and 5-year downside,upside and capture ratios.
The benchmark used is the BSE 500-Total returns index.
The benchmark returns are mentioned in the first row after the “|”. For example, in 3Y SIP | 6.80, 6.80 = 6.80% which is the 3Y SIP return for the benchmark.
LS: Lump sum returns (%)
Dw: Downside capture ratio (%). Lower the better (incl negative values). A measure of how much of the benchmarks losses the fund has captured.
Up: Upside capture ratio(%). Higher the better. A measure of benchmark gains captured by the fund.
CR: Capture ratio = Up/DW. Higher the better. A capture of >1 is considered “good”.