Fund Selector - Screen mutual fund schemes based on a wide range of parameters
A
Anuj Jain
started a topic
about 3 years ago
We have added a new feature under Utilities Menu called Fund Selector. You can use this to view and export to Excel a list of schemes that match your screening criteria and present the best schemes to your clients.
Filter by -
Fund House
Asset Type - Equity, Debt, Hybrid etc.
Category - SEBI Objectives
Performance Date - Trailing returns from 30 days to 5 years
Expense Ratio
Risk Ratio - Standard Deviation, Alpha, Beta etc
Min. Amount
Portfolio Corpus - AUM of scheme
Equity Fund Criteria - P/E ratio and P/B ratio
Debt Fund Criteria - Avg. Maturity, Modified Duration, YTM
Anuj Jain
We have added a new feature under Utilities Menu called Fund Selector. You can use this to view and export to Excel a list of schemes that match your screening criteria and present the best schemes to your clients.
Filter by -
Regards
Team InvestWell
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