Professional Documents
Culture Documents
Weightage: S.No Fund Name Aum Size Expense Ratiotracking Error
Weightage: S.No Fund Name Aum Size Expense Ratiotracking Error
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
>15% probability 5-year Downside Ratio 5-year Upside Ratio Final Rank
43% 86 105 1
47% 91 102 3
48% 82 92 2
17% 88 101 6
44% 88 97 4
19% 90 100 7
20% 86 102 5
35% 103 105 8
29% 100 89 9
5% 30% 10%
>15% probability 5-year Downside Ratio 5-year Upside Ratio Final Number
4 2 1 1.95
2 7 3 3.6
1 1 8 2.3
9 4 5 5.1
3 4 7 4.85
8 6 6 6.9
7 2 3 5
5 9 1 6.95
6 8 9 7.55
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
>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
>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
>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
>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