This is just an sample overview of our Mutual fund Research Report
SYSTEM TRADING
www.system4trading.com
STATISTICAL MARKET DATA & ANALYTICS REPORT
AMC NAME:
SCHEME NAME:
BENCHMARK INDEX:
NAV:
INCEPTION:
AUM:
Report Date:
Key Parameters
Fund’s Annual Return:
Fund’s Absolute Return:
Index’s Annual Return:
Index’s Absolute Return:
Average Dividend Yield:
Excess Return:
Tracking Error:
Standard Deviation Of The Fund:
Annualized Standard Deviation Of The Fund:
Variance Of The Fund:
Downside Risk Of The Fund:
Semi-variance Of The Fund:
Risk Of The Fund:
Relative Risk Of The Fund:
Standard Deviation Of The Index:
Variance Of The Index:
Risk Of The Index:
Corelation Coefficent:
Return Per Unit Risk Of The Fund:
Reggression (R-Squared):
Covariance:
Alpha:
Beta:
Sharpe Ratio:
Treynor Ratio:
Expence Ratio:
Annual Portfolio Turnover Ratio:
Systematic Risk:
Systematic Variance:
Unsystematic Risk:
Unsystematic Varience:
Total Risk:
Total Variance:
Risk Free Return (1 year T-Bills Interest Rate):
Average P/E:
Average P/B:
Expected Annual Return Of The Fund:
CAPM – Expected Annual Return Of The Fund:
(Capital Asset Pricing Model)
Exit Load:
Minimum Investment: Lumpsum & SIP
Fund Manager:
Key Parameter Analysis
Technical Analysis Of The Fund/ Scheme
Generalized Overview Of The Fund’s Portfolio
1 Portfolio Size (No. of stocks in the portfolio):
2 Diversified Sectors (No. of sectors covered in the portfolio):
3 Sector Specification:
4 Net Equity Level (Percentage of equity holdings):
5 Portfolio Analysis:
6 Sector & Portfolio Growth Expectation:
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