1 Scheme Name

2 Category(Type of Fund)
3 Fund House (AMC Name)
4 Total AUM with AMC
5 Registrar and Transfer Agent
6 Custodian
7 AMC Setup Date
8 Sponsor
9 Trustee
10 Chairman
11 CEO / MD
12 CIO
13 Compliance Officer
14 Scheme objective
15 Fund Manager
16 Fund Manager qualification and experience
17 Other chemes managed by Fund Manager
18 Launch date
19 NAV(date)
20 NAV(52 Weeks high)
21 NAV(52 Weeks low)
22 Fund Size
23 Expense Ratio
24 Crisil Rank
25 Risk -o-meter
26 Benchmark
27 One time investment return(1 yr)
28 One time investment return(2 yrs)
29 One time investment return(3 yrs)
30 One time investment return(5 yrs)
31 One time investment return(Inception)
32 SIP return (1 yr)
33 SIP return (2 yrs)
34 SIP return (3 yrs)
35 SIP return (5 yrs)
36 Rank with category
37 Top 5 sectors in the portfolio
38 Top 10 companies in the portfolio
39 Alternative fund category(peer comparison)