You are on page 1of 8

Important:

Return Parameters --->


Eldelweiss
Edelweiss
kotak
nippon
axis bank
idfc bank

Return Parameters --->


Top 5 mutual funds
Edelweiss
kotak
nippon
axis bank
idfc bank
Please download this file locally and then edit it. Do not edit it here

Trailing Returns Point to Point Returns Risk adjusted returns


3-year 5-year 2018 returns Sharpe Ratio
10.79 8.76 6.01 1.64
9.34 8.16 7.02 2.27
9.44 8.07 6.69 2.09
8.76 8.06 7.79 2.12
9.56 8.04 7.5 2.08

Trailing Returns Point to Point Returns Risk adjusted returns


Total
3-year 5-year 2018 returns Sharpe Ratio
1 1 5 5 12
4 2 3 1 10
3 3 4 3 13
5 4 1 2 12
2 5 2 4 13
Input Cells 10000
Formula Cells (Do not touch) 1000

Returns Rank

2
1
4
2
4
Important: Please download this file locally and then edit it. Do no edit it here

Top 5 mutual funds CRISIL Rating AUM Fund manager experience Expense Ratio
Kotak Flexi Cap Fund - Direct Plan - Growth 38625.62 8 0.66%
Parag Parikh Flexi Cap Fund - Direct Plan - Growth 2 14590.35 8 0.87%
ICICI Prudential Flexicap Fund - Direct Plan - Growth 10770.96 1 0.17%
PGIM India Flexi Cap Fund - Growth 5 2030.63 3 0.22%
Axis Flexi Cap Fund - Direct Plan - Growth 3 9783.34 4 0.60%

Final Ranking
Top 5 mutual funds CRISIL Rating AUM Fund manager experience Expense Ratio
Edelweiss 3 5 1 4
kotak 4 1 5
nippon 3 1 1
axis bank 1 1 4 2
idfc bank 2 2 3
o edit it here Input Cells 144000
Formula Cells (Do not touch)

Returns rank Total score Final Rank


2 15 5
1 11 3
4 9 1
2 10 2
4 11 3
Important: Please download this file locally and then edit it. Do not edit it here

Top 5 mutual funds CRISIL Rating AUM Fund manager experience


Edelweiss 5 458.06 5
kotak 4 9332.04 8
nippon 4 6697.21 2
axis bank 2 16744.56 5
idfc bank 2 19201.19 1

Final Ranking
Top 5 mutual funds CRISIL Rating AUM Fund manager experience
Edelweiss 1 5 2
kotak 2 3 1
nippon 2 4 4
axis bank 4 2 2
idfc bank 4 1 5

Kotak Banking and PSU


n edit it. Do not edit it here Input Cells 10
Formula Cells (Do not touch)
Expense Ratio
0.33
0.36
0.35
0.33
0.31

g
Expense Ratio Returns rank Total score Final Rank
2 2 12 1
5 1 12 1
4 4 18 5
2 2 12 1
1 4 15 4
1000 12 12000
10% 1200 13200

You might also like