**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: