Created Stock Screens (1)
Gold ETF
[Not recommended] Ticker tape is not having proper data & filter for this. See just for visibility, AUM Missing. Market Cap - Just a replacement of AUM. Analysis based on - Grow, Trendlyne & Dhan: Pick - ICICI | HDFC | SBI Prefer: ICICI Top: Nippon [Costly], Low: Tata [Less ER]
Created Mutual Fund Screens (7)
Short Term Debt Funds
Initial Filtering - AUM, ER, Age. Then Returns, E.R, YTM, Understanding Average Maturity, Macaulay Dur, Modified Dur, Credit Quality, Fund Manager, etc. Use Money Control & Value Research Filter too. 1. ICICI 2. Axis 3. Nippon
Multi Cap Funds
Eliminating - New funds, very smaller AUM. Main should be rolling return, Consistency is important - Rolling return, benchmark & category beater (prefer - advisorkhoj). Then Alpha, Sharpe, Sortino. Understanding - St. Dev., volatility, capture, Beta, ER, Manager. 1. Axis, 2. HSBC 3. ICICI
Active Mutual Fund - Generic
Generic Filter for active funds, doesn't include - rolling return, return vs sub category, maximum drawdown.
