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Equity MFSelector

Uploaded by

K M DHAMU
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20 views

Equity MFSelector

Uploaded by

K M DHAMU
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
You are on page 1/ 16

Input cells

Formula cells (you cannot edit)

Step 1:- Go to tickertape.in and select the Index fund.


Step 2:- Add filter of tracking error
Step 3:- Paste the data in this sheet
Weightage
80%
S.no Fund Name AUM Size Expense Ratio Tracking Error Ranking Expense Ratio
20%
Ranking Tracking Error Final Number Final Rank
Input cells
Formula cells (you cannot edit)

1) Open the rupeevest mf screener and select which category of MFs you want to invest in.
2) Set the AUM filter to min-1000 Crores and max- 10000 Crores
3) Sort the list by 5-year CAGR high to low. And select the top 10 funds. Exclude funds with less than 5 years of history
4) Enter Expense & Sortino ratio
5) Enter rolling returns and >15% returns probability from AdvsiorKhoj

S.no Fund Name Expense ratio 5-year average Rolling Return


1
2
3
4
5
6
7
8
9
10

Weightage 30% 25%


S.no Fund Name Expense ratio 5-year average Rolling Return
1
2
3
4
5
6
7
8
9
10
an 5 years of history

>15% probability Sortino Ratio Final Rank

5% 10%
>15% probability Sortino Ratio Final Number
Input cells
Formula cells (you cannot edit)

1) Open the rupeevest mf screener and select which category of MFs you want to invest in.
2) Set the AUM filter to min-1000 Crores and max- 10000 Crores
3) Sort the list by 5-year CAGR high to low. And select the top 10 funds. Exclude funds with less than 5 years of history
4) Enter Expense & Sortino ratio
5) Enter rolling returns and >15% returns probability from AdvsiorKhoj

S.no Fund Name Expense ratio 5-year average Rolling Return


1
2
3
4
5
6
7
8
9
10

Weightage 30% 25%


S.no Fund Name Expense ratio 5-year average Rolling Return
1
2
3
4
5
6
7
8
9
10
an 5 years of history

>15% probability Sortino Ratio Final Rank

5% 10%
>15% probability Sortino Ratio Final Number
Input cells
Formula cells (you cannot edit)

1) Open the rupeevest mf screener and select which category of MFs you want to invest in.
2) Set the AUM filter to min-1000 Crores and max- 10000 Crores
3) Sort the list by 5-year CAGR high to low. And select the top 10 funds. Exclude funds with less than 5 years of history
4) Enter Expense & Sortino ratio
5) Enter rolling returns and >15% returns probability from AdvsiorKhoj

S.no Fund Name Expense ratio 5-year average Rolling Return


1
2
3
4
5
6
7
8
9
10

Weightage 30% 25%


S.no Fund Name Expense ratio 5-year average Rolling Return
1
2
3
4
5
6
7
8
9
10
an 5 years of history

>15% probability Sortino Ratio Final Rank

5% 10%
>15% probability Sortino Ratio Final Number
Input cells
Formula cells (you cannot edit)

1) Open the rupeevest mf screener and select which category of MFs you want to invest in.
2) Set the AUM filter to min-1000 Crores and max- 10000 Crores
3) Sort the list by 5-year CAGR high to low. And select the top 10 funds. Exclude funds with less than 5 years of history
4) Enter Expense & Sortino ratio
5) Enter rolling returns and >15% returns probability from AdvsiorKhoj

S.no Fund Name Expense ratio 5-year average Rolling Return


1
2
3
4
5
6
7
8
9
10

Weightage 30% 25%


S.no Fund Name Expense ratio 5-year average Rolling Return
1
2
3
4
5
6
7
8
9
10
an 5 years of history

>15% probability Sortino Ratio Final Rank

5% 10%
>15% probability Sortino Ratio Final Number

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