Loading…
Loading…
Category 09
Returns, risk ratios, and research engines for portfolios.
8 TOOLS
Computes daily rolling return distributions across 1Y/3Y/5Y/10Y windows vs Category and Benchmarks
AMFI official NAV series by scheme code — absolute return, CAGR, drawdown; no interpolation (mutual-fund-data-v1)
Weighted ISIN overlap from monthly holdings — pairwise matrix, sector overlap, investment-weighted X-Ray (monthly-mf-holdings-v1)
Decomposes multi-fund portfolios into Morningstar Style Box (3x3), sector exposures, credit quality, and duration
Calculates upside capture ratio vs downside capture ratio to evaluate fund manager alpha in bull vs bear markets
Ranks schemes within peer categories by standard deviation, Sharpe, Sortino, and downside semi-variance
Computes exact point-to-point annualized and absolute returns between any two user-selected dates
Dynamic asset allocation triggers rebalancing between equity and debt based on market PE/PB valuation bands