Mutual Fund Analysis for Long-term Wealth Creation
I need an experienced mutual fund research analyst to identify and rank the Top 5 Direct Plan – Growth mutual funds in each of these Indian equity categor…
Offer description
I need an experienced mutual fund research analyst to identify and rank the Top 5 Direct Plan – Growth mutual funds in each of these Indian equity categories: Mid Cap Mutual Funds Small Cap Mutual Funds Flexi Cap Mutual Funds The objective is to select the best fund in each category for long-term wealth creation over 10+ years. Required analysis: Compare 3-year, 5-year and 10-year CAGR, where available, and 3-year/5-year rolling returns. Evaluate benchmark outperformance, rolling-return consistency, Sharpe ratio, Sortino ratio, alpha, beta, standard deviation and maximum drawdown. Analyse portfolio quality, stock holdings, sector concentration, P/E, P/B, ROE, ROCE, earnings growth and debt. Compare expense ratios, fund-manager tenure, portfolio turnover and overlap between f...
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