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Annual Returns

You can create customized research reports for scheme annual returns (select periods you want) based on your category selection (multiple categories can be selected). You can also add scheme risk ratios and other scheme related information based on your needs. Download the report in excel.

Debt Fund Parameters

You can create customized research reports for different debt fund parameters e.g. YTM, maturity, credit quality etc (select parameters you want) based on your category selection (multiple categories can be selected). You can also add other scheme related information based on your needs. Download the report in excel.

Fund Screener (Top Sectors)

You can customized research reports for screening schemes in which the sectors selected by you (you can select different industry sectors e.g. banking, automobile, consumer staples, construction etc) are the top 5 / 10 sectors in scheme portfolio. You can decide from which categories you want to screen the schemes. You can also add scheme risk ratios and other scheme related information based on your needs. Download the report in excel.

Market Cap Breakdown

You can create customized research reports for market cap allocation e.g. large, mid, small caps based on your category selection (multiple categories can be selected). You can also add scheme risk ratios and other scheme related information based on your needs. Download the report in excel.

Point to Point Returns

You can create customized research reports for scheme point to point returns (select discrete periods you want) based on your category selection (multiple categories can be selected). You can also add scheme risk ratios and other scheme related information based on your needs. Download the report in excel.

Risk Ratios

You can create customized research reports for different risk ratios e.g. Volatility, Sharpe Ratio, Alpha, Beta etc (select ratios you want to see) based on your category selection (multiple categories can be selected). You can also add other scheme related information based on your needs. Download the report in excel.

Rolling Returns

You can create customized research reports for scheme rolling returns over periods selected by you, based on your category selection (multiple categories can be selected). For the period selected, we will show multiple rolling returns i.e. rolling returns for different investment tenures e.g. 1 year, 2 year, 3 year etc. You can also add scheme risk ratios and other scheme related information based on your needs.Download the report in excel.

Scheme Portfolio Top Sectors

You can create customized research reports for top 5 / 10 sectors in scheme portfolios based on your category selection (multiple categories can be selected). You can also add scheme risk ratios and other scheme related information based on your needs. Download the report in excel.

SIP Returns

You can create customized research reports for scheme SIP returns (select periods you want) based on your category selection (multiple categories can be selected). You can also add scheme risk ratios and other scheme related information based on your needs. Download the report in excel.

Trailing Returns

You can create customized research reports for scheme trailing returns (select periods you want) based on your category selection (multiple categories can be selected). You can also add scheme risk ratios and other scheme related information based on your needs. Download the report in excel.
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