Additional data points in "Scheme Compare Utility"

Posted 11 months ago by PURNANK CHANDRAKANT PATEL

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PURNANK CHANDRAKANT PATEL

Hi,


I appreciate the comprehensive data available in the "Fund Selector" utility, especially key ratios and metrics such as:

  • Scheme AUM, TER, PE ratio, PB ratio
  • % Asset allocation across debt, equity, gold & global equity
  • Composite Star Ratings
  • Ratios like alpha, beta, standard deviation, R-squared, Sharpe ratio, Sortino ratio
  • Large-cap, mid-cap and small-cap ratios
  • Downside deviation and downside probability
  • Debt metrics like Modified Duration, Average Maturity, YTM
  • Credit rating-wise % allocation of debt securities in the scheme


It would be incredibly helpful if these same ratios and metrics could also be included in the "Scheme Compare" utility. This would greatly enrich the comparison experience and provide a more thorough evaluation of mutual fund schemes.


Thank you for considering this enhancement.

Best regards,

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