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Input cells

Formula cells (you cannot edit)

Step 1:- Go to tickertape.in and select the Index fund.


Step 2:- Add filter of tracking error
Step 3:- Paste the data in this sheet
Weightage

S.no Fund Name AUM Size Expense Ratio


1 Navi Nifty 50 Index Fund 1380.995666 0.06
2 Bandhan Nifty 100 Index Fund 105.6428 0.09
3 Bandhan Nifty 50 Index Fund 1128.366 0.1
4 Navi Nifty Bank Index Fund 471.403665 0.1
5 Edelweiss Nifty 50 Index Fund 31.6157 0.05
6 Motilal Oswal Nifty 50 Index Fund 406.674 0.16
7 Edelweiss Nifty Next 50 Index Fund 15.3608 0.09
8 Axis Nifty 50 Index Fund 383.967703 0.12
9 ICICI Pru Nifty 50 Index Fund 6758.797386 0.17
Navi Nifty Next 50 Index Fund 183.038605 0.11
Navi Nifty Midcap 150 Index Fund 96.188448 0.1
Navi Nifty India Manufacturing Index 20.246333 0.12
SBI Nifty Index Fund 5927.1186 0.18
Edelweiss NIFTY Large Mid Cap 250 I 87.5441 0.13
HDFC Index Fund-NIFTY 50 Plan 11887.4575 0.2
ICICI Pru S&P BSE Sensex Index Fund 1304.186631 0.18
Edelweiss Nifty 100 Quality 30 Index 19.9646 0.14
Nippon India Index Fund-S&P BSE Sen 596.343 0.18
Nippon India Index Fund-Nifty 50 Pla 1263.1354 0.2
Aditya Birla SL Nifty 50 Index Fund 731.7769 0.2
Tata NIFTY 50 Index Fund 605.5625571 0.2
Edelweiss Nifty Smallcap 250 Index F 30.0272 0.14
ICICI Pru Nifty Bank Index Fund 303.2193073 0.2
HDFC Index Fund-S&P BSE Sensex 6352.1195 0.2
Nippon India Nifty 50 Value 20 Index 458.3767 0.2
Navi S&P BSE Sensex Index Fund 8.694392 0.14
Edelweiss Nifty Midcap150 Momentu 158.1845 0.14
UTI S&P BSE Sensex Index Fund 173.4273 0.2
UTI Nifty 50 Index Fund 15002.0417 0.21
LIC MF Nifty 50 Index Fund 277.8432 0.2
Axis Nifty 100 Index Fund 1184.340301 0.21
SBI S&P BSE Sensex Index Fund 146.3411 0.2
Bandhan Nifty Smallcap 250 Index Fund 24.8423 0.17
Baroda BNP Paribas Nifty 50 Index Fund 75.1898 0.16
HSBC Nifty 50 Index Fund 232.8191849 0.2
DSP NIFTY 50 Index Fund 475.8772 0.23
Groww Nifty Total Market Index Fund 63.69568878 0.2
Kotak Nifty 50 Index Fund 531.882 0.21
Axis Nifty Next 50 Index Fund 116.8455 0.23
ICICI Pru Nifty Midcap 150 Index Fund 322.5377833 0.28
HDFC NIFTY Next 50 Index Fund 433.5685 0.3
Zerodha Nifty LargeMidcap 250 Index
Fund 173.6824 0.25
ICICI Pru Nifty Next 50 Index Fund 3884.572833 0.3
Axis Nifty Midcap 50 Index Fund 227.743501 0.23
HDFC NIFTY 100 Index Fund 138.7776 0.3
DSP NIFTY Next 50 Index Fund 371 0.3
Tata S&P BSE Sensex Index Fund 298.8875179 0.27
Motilal Oswal Nifty Midcap 150 Index 1327.5993 0.3
ICICI Pru Nifty Smallcap 250 Index Fu 225.033421 0.3
Nippon India Nifty Midcap 150 Index 1045.3752 0.3
Kotak Nifty Financial Services Ex-Ban 13.2122 0.23
Axis Nifty Smallcap 50 Index Fund 200.009698 0.25
Nippon India Nifty Alpha Low Volatili 127.2712 0.3
Franklin India NSE Nifty 50 Index Fun 623.8950521 0.27
HDFC S&P BSE 500 Index Fund 31.5264 0.3
HDFC NIFTY Midcap 150 Index Fund 96.1554 0.3
ICICI Pru Nifty Pharma Index Fund 28.29804931 0.29
HDFC NIFTY Smallcap 250 Index Fund 105.4785 0.3
SBI Nifty Next 50 Index Fund 668.5647 0.34
DSP Nifty Smallcap250 Quality 50 Index
Fund 45 0.29
Motilal Oswal Nifty Bank Index Fund 528.2236 0.33
Axis NIFTY IT Index Fund 109.162999 0.29
DSP Nifty Midcap 150 Quality 50 Inde 208.8192 0.34
HSBC Nifty Next 50 Index Fund 86.85951899 0.35
LIC MF Nifty Next 50 Index Fund 64.2055 0.32
Nippon India Nifty Smallcap 250 Inde 1054.184 0.32
Motilal Oswal Nifty Next 50 Index Fu 185.4534 0.35
Kotak Nifty Next 50 Index Fund 152.6163 0.34
UTI Nifty Next 50 Index Fund 3026.6726 0.35
Motilal Oswal Nifty 500 Index Fund 674.6173 0.38
ICICI Pru Nifty50 Equal Weight Index 31.83675091 0.35
Motilal Oswal Nifty 200 Momentum 3 318.1343 0.33
Aditya Birla SL Nifty 50 Equal Weight 241.17 0.39
Tata Nifty Midcap 150 Momentum 50 243.8074766 0.32
1 DSP Nifty 50 Equal Weight Index Fun 1029.1126 0.4
ICICI Pru Nifty 200 Momentum 30 Ind 106.1026982 0.34
Aditya Birla SL Nifty Next 50 Index Fu 68.0941 0.35
Bandhan Nifty100 Low Volatility 30 I 287.8049 0.34
HDFC NIFTY50 Equal Weight Index Fu 896.8941 0.4
Bandhan Nifty Alpha 50 Index Fund 24.3704 0.33
Motilal Oswal Nifty Smallcap 250 Ind 603.7137 0.36
LIC MF S&P BSE Sensex Index Fund 82.6654 0.38
SBI Nifty Smallcap 250 Index Fund 550.2168 0.41
HDFC NIFTY 100 Equal Weight Index 107.3675 0.4
SBI Nifty Midcap 150 Index Fund 267.143 0.41
Bandhan Nifty IT Index Fund 17.4931 0.35
ICICI Pru Nifty IT Index Fund 343.5592341 0.37
Motilal Oswal Nifty Microcap 250 Ind 796.2364 0.38
ICICI Pru Nifty Auto Index Fund 48.10507967 0.39
UTI Nifty Midcap 150 Quality 50 Inde 169.8689 0.46
Kotak Nifty 200 Momentum 30 Index 68.3261 0.4
Kotak Nifty Smallcap 50 Index Fund 51.5869 0.4
UTI Nifty200 Momentum 30 Index Fu 4120.9001 0.46
Bandhan Nifty200 Momentum 30 Ind 49.1825 0.42
Aditya Birla SL Nifty Midcap 150 Inde 150.325 0.44
UTI NIFTY50 Equal Weight Index Fund 55.3909 0.55
UTI Nifty 500 Value 50 Index Fund 175.8266 0.53
Aditya Birla SL Nifty Smallcap 50 Inde 134.4557 0.5
ICICI Pru Nifty50 Value 20 Index Fund
SBI Nifty50 Equal Weight Index Fund 901.0109
80% 20%
Tracking ErrorRanking Expense RatioRanking Tracking ErrorFinal Number Final Rank
0.052385876 2 12 4 1
0.055560778 3 17 5.8 2
0.057148228 5 19 7.8 3
0.06032313 5 24 8.8 4
0.103184301 1 53 11.4 5
0.049210974 16 9 14.6 6
0.16033253 3 65 15.4 7
0.079372539 9 41 15.4 8
0.047623524 18 7 15.8 9
0.095247047 8 48 16 10
0.128583514 5 61 16.2 11
0.092072146 9 46 16.4 12
0.047623524 20 7 17.4 13
0.088897244 11 45 17.8 14
0.046036073 23 6 19.6 15
0.057148228 20 19 19.8 16
0.1000094 12 51 19.8 17
0.06032313 20 24 20.8 18
0.052385876 23 12 20.8 19
0.058735679 23 22 22.8 20
0.06032313 23 24 23.2 21
0.225418012 12 75 24.6 22
0.068260384 23 33 25 23
0.076197638 23 37 25.8 24
0.077785089 23 39 26.2 25
0.3381270176 12 85 26.6 26
0.354001525 12 88 27.2 27
0.096834498 23 49 28.2 28
0.044448622 35 4 28.8 29
0.112709006 23 56 29.6 30
0.052385876 35 12 30.4 31
0.122233711 23 60 30.4 32
0.2952658463 18 81 30.6 33
0.6762540351 16 94 31.6 34
0.166682333 23 67 31.8 35
0.049210974 38 9 32.2 36
0.3809881888 23 89 36.2 37
0.1000094 35 51 38.2 38
0.104771752 38 54 41.2 39
0.06032313 46 24 41.6 40
0.052385876 50 12 42.4 41
0.0841348917 42 44 42.4 42
0.057148228 50 19 43.8 43
0.209543504 38 72 44.8 44
0.063498031 50 29 45.8 45
0.066672933 50 31 46.2 46
0.112709006 44 56 46.4 47
0.076197638 50 37 47.4 48
0.077785089 50 39 47.8 49
0.082547441 50 42 48.4 50
0.893734793 38 97 49.8 51
0.346064272 42 87 51 52
0.152395276 50 63 52.6 53
0.380988189 44 89 53 54
0.169857234 50 68 53.6 55
0.169857234 50 68 53.6 55
0.287328592 47 80 53.6 55
0.18096939 50 71 54.2 58
0.049210974 67 9 55.4 59
1.060417125 47 98 57.2 60
0.066672933 64 31 57.4 61
4.309928886 47 100 57.6 62
0.063498031 67 29 59.4 63
0.052385876 72 12 60 64
0.12064626 61 59 60.6 65
0.138108218 61 62 61.2 66
0.058735679 72 22 62 67
0.098421949 67 50 63.6 68
0.068260384 72 33 64.2 69
0.04127372 80 1 64.2 69
0.069847835 72 35 64.6 71
0.211130955 64 73 65.8 72
0.042861171 83 3 67 73
0.579419537 61 92 67.2 74
0.04127372 85 1 68.2 75
0.212718405 67 74 68.4 76
0.109534104 72 55 68.6 77
0.230180364 67 76 68.8 78
0.044448622 85 4 68.8 78
0.7032406985 64 95 70.2 80
0.092072146 78 46 71.6 81
0.112709006 80 56 75.2 82
0.055560778 90 17 75.4 83
0.082547441 85 42 76.4 84
0.06032313 90 24 76.8 85
1.463629625 72 99 77.4 86
0.230180364 79 76 78.4 87
0.247642323 80 78 79.6 88
0.252404675 83 79 82.2 89
0.074610187 94 36 82.4 90
0.596881496 85 93 86.6 91
0.704828149 85 96 87.2 92
0.152395276 94 63 87.8 93
0.307965453 92 82 90 94
0.334952116 93 84 91.2 95
0.174619587 98 70 92.4 96
0.339714468 97 86 94.8 97
0.466710531 96 91 95 98
0.163507431 66
0.3143152558 83
Input cells
Formula cells (you cannot edit)

Step 1:- Go to Tickertape.in and select the type of fund you want to invest in.
Step 2:- Filter AUM of 1,000 Crores to 10,000 Crores
Step 3:- Add filter of 5 year CAGR
Step 4:- Sort the list by 5 year CAGR high to low. And select the top 10 funds. Exclude funds with less than 5 years history
Step 5:- Paste the fund name and Expense Ratio in this sheet
Step 6:- Enter rolling returns and >15% returns probability from AdvsiorKhoj & donwside ratio and upside capture ratio fro

S.no Fund Name Expense ratio 5-year average Rolling Return


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Weightage 30% 25%


S.no Fund Name Expense ratio 5-year average Rolling Return
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10
th less than 5 years history

o and upside capture ratio from Morningstar

>15% probability 5-year Downside Ratio 5-year Upside Ratio Final Rank

5% 30% 10%
>15% probability 5-year Downside Ratio 5-year Upside Ratio Final Number
Input cells
Formula cells (you cannot edit)

Step 1:- Go to Tickertape.in and select the type of fund you want to invest in.
Step 2:- Filter AUM of 1,000 Crores to 10,000 Crores
Step 3:- Add filter of 5 year CAGR
Step 4:- Sort the list by 5 year CAGR high to low. And select the top 10 funds. Exclude funds with less than 5 years history
Step 5:- Paste the fund name and Expense Ratio in this sheet
Step 6:- Enter rolling returns and >15% returns probability from AdvsiorKhoj & donwside ratio and upside capture ratio fro

S.no Fund Name Expense ratio 5-year average Rolling Return


1
2
3
4
5
6
7
8
9
10

Weightage 30% 25%


S.no Fund Name Expense ratio 5-year average Rolling Return
1
2
3
4
5
6
7
8
9
10
th less than 5 years history

o and upside capture ratio from Morningstar

>15% probability 5-year Downside Ratio 5-year Upside Ratio Final Rank

5% 30% 10%
>15% probability 5-year Downside Ratio 5-year Upside Ratio Final Number
Input cells
Formula cells (you cannot edit)

Step 1:- Go to Tickertape.in and select the type of fund you want to invest in.
Step 2:- Filter AUM of 1,000 Crores to 10,000 Crores
Step 3:- Add filter of 5 year CAGR
Step 4:- Sort the list by 5 year CAGR high to low. And select the top 10 funds. Exclude funds with less than 5 years history
Step 5:- Paste the fund name and Expense Ratio in this sheet
Step 6:- Enter rolling returns and >15% returns probability from AdvsiorKhoj & donwside ratio and upside capture ratio fro

S.no Fund Name Expense ratio 5-year average Rolling Return


1
2
3
4
5
6
7
8
9
10

Weightage 30% 25%


S.no Fund Name Expense ratio 5-year average Rolling Return
1
2
3
4
5
6
7
8
9
10
th less than 5 years history

o and upside capture ratio from Morningstar

>15% probability 5-year Downside Ratio 5-year Upside Ratio Final Rank

5% 30% 10%
>15% probability 5-year Downside Ratio 5-year Upside Ratio Final Number
Input cells
Formula cells (you cannot edit)

Step 1:- Go to Tickertape.in and select the type of fund you want to invest in.
Step 2:- Filter AUM of 1,000 Crores to 10,000 Crores
Step 3:- Add filter of 5 year CAGR
Step 4:- Sort the list by 5 year CAGR high to low. And select the top 10 funds. Exclude funds with less than 5 years history
Step 5:- Paste the fund name and Expense Ratio in this sheet
Step 6:- Enter rolling returns and >15% returns probability from AdvsiorKhoj & donwside ratio and upside capture ratio fro

S.no Fund Name Expense ratio 5-year average Rolling Return


1
2
3
4
5
6
7
8
9
10

Weightage 30% 25%


S.no Fund Name Expense ratio 5-year average Rolling Return
1
2
3
4
5
6
7
8
9
10
th less than 5 years history

o and upside capture ratio from Morningstar

>15% probability 5-year Downside Ratio 5-year Upside Ratio Final Rank

5% 30% 10%
>15% probability 5-year Downside Ratio 5-year Upside Ratio Final Number
Input cells
Formula cells (you cannot edit)

Step 1:- Go to Tickertape.in and select the type of fund you want to invest in.
Step 2:- Filter AUM of 1,000 Crores to 10,000 Crores
Step 3:- Add filter of 5 year CAGR
Step 4:- Sort the list by 5 year CAGR high to low. And select the top 10 funds. Exclude funds with less than 5 years history
Step 5:- Paste the fund name and Expense Ratio in this sheet
Step 6:- Enter rolling returns and >15% returns probability from AdvsiorKhoj & donwside ratio and upside capture ratio fro

S.no Fund Name Expense ratio 5-year average Rolling Return


1
2
3
4
5
6
7
8
9
10

Weightage 30% 25%


S.no Fund Name Expense ratio 5-year average Rolling Return
1
2
3
4
5
6
7
8
9
10
th less than 5 years history

o and upside capture ratio from Morningstar

>15% probability 5-year Downside Ratio 5-year Upside Ratio Final Rank

5% 30% 10%
>15% probability 5-year Downside Ratio 5-year Upside Ratio Final Number

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