Order ID Product Category Amount Date Country
1 Carrots Vegetables $4,270 1/6/2012 United States
2 Broccoli Vegetables $8,239 1/7/2012 United Kingdom
3 Banana Fruit $617 1/8/2012 United States
4 Banana Fruit $8,384 1/10/2012 Canada
5 Beans Vegetables $2,626 1/10/2012 Germany
6 Orange Fruit $3,610 1/11/2012 United States
7 Broccoli Vegetables $9,062 1/11/2012 Australia
8 Banana Fruit $6,906 1/16/2012 New Zealand
9 Apple Fruit $2,417 1/16/2012 France
10 Apple Fruit $7,431 1/16/2012 Canada
11 Banana Fruit $8,250 1/16/2012 Germany
12 Broccoli Vegetables $7,012 1/18/2012 United States
13 Carrots Vegetables $1,903 1/20/2012 Germany
14 Broccoli Vegetables $2,824 1/22/2012 Canada
15 Apple Fruit $6,946 1/24/2012 France
16 Banana Fruit $2,320 1/27/2012 United Kingdom
17 Banana Fruit $2,116 1/28/2012 United States
18 Banana Fruit $1,135 1/30/2012 United Kingdom
19 Broccoli Vegetables $3,595 1/30/2012 United Kingdom
20 Apple Fruit $1,161 2/2/2012 United States
21 Orange Fruit $2,256 2/4/2012 France
22 Banana Fruit $1,004 2/11/2012 New Zealand
23 Banana Fruit $3,642 2/14/2012 Canada
24 Banana Fruit $4,582 2/17/2012 United States
25 Beans Vegetables $3,559 2/17/2012 United Kingdom
26 Carrots Vegetables $5,154 2/17/2012 Australia
27 Mango Fruit $7,388 2/18/2012 France
28 Beans Vegetables $7,163 2/18/2012 United States
29 Beans Vegetables $5,101 2/20/2012 Germany
30 Apple Fruit $7,602 2/21/2012 France
31 Mango Fruit $1,641 2/22/2012 United States
32 Apple Fruit $8,892 2/23/2012 Australia
33 Apple Fruit $2,060 2/29/2012 France
34 Broccoli Vegetables $1,557 2/29/2012 Germany
35 Apple Fruit $6,509 3/1/2012 France
36 Apple Fruit $5,718 3/4/2012 Australia
37 Apple Fruit $7,655 3/5/2012 United States
38 Carrots Vegetables $9,116 3/5/2012 United Kingdom
39 Banana Fruit $2,795 3/15/2012 United States
40 Banana Fruit $5,084 3/15/2012 United States
41 Carrots Vegetables $8,941 3/15/2012 United Kingdom
42 Broccoli Vegetables $5,341 3/16/2012 France
43 Banana Fruit $135 3/19/2012 Canada
44 Banana Fruit $9,400 3/19/2012 Australia
45 Beans Vegetables $6,045 3/21/2012 Germany
46 Apple Fruit $5,820 3/22/2012 New Zealand
47 Orange Fruit $8,887 3/23/2012 Germany
48 Orange Fruit $6,982 3/24/2012 United States
49 Banana Fruit $4,029 3/26/2012 Australia
50 Carrots Vegetables $3,665 3/26/2012 Germany
51 Banana Fruit $4,781 3/29/2012 France
52 Mango Fruit $3,663 3/30/2012 Australia
53 Apple Fruit $6,331 4/1/2012 France
54 Apple Fruit $4,364 4/1/2012 Canada
55 Carrots Vegetables $607 4/3/2012 United Kingdom
56 Banana Fruit $1,054 4/6/2012 New Zealand
57 Carrots Vegetables $7,659 4/6/2012 United States
58 Broccoli Vegetables $277 4/12/2012 Germany
59 Banana Fruit $235 4/17/2012 United States
60 Orange Fruit $1,113 4/18/2012 Australia
61 Apple Fruit $1,128 4/21/2012 United States
62 Broccoli Vegetables $9,231 4/22/2012 Canada
63 Banana Fruit $4,387 4/23/2012 United States
64 Apple Fruit $2,763 4/25/2012 Canada
65 Banana Fruit $7,898 4/27/2012 United Kingdom
66 Banana Fruit $2,427 4/30/2012 France
67 Banana Fruit $8,663 5/1/2012 New Zealand
68 Carrots Vegetables $2,789 5/1/2012 Germany
69 Banana Fruit $4,054 5/2/2012 United States
70 Mango Fruit $2,262 5/2/2012 United States
71 Mango Fruit $5,600 5/2/2012 United Kingdom
72 Banana Fruit $5,787 5/3/2012 United States
73 Orange Fruit $6,295 5/3/2012 Canada
74 Banana Fruit $474 5/5/2012 Germany
75 Apple Fruit $4,325 5/5/2012 France
76 Banana Fruit $592 5/6/2012 United States
77 Orange Fruit $4,330 5/8/2012 United States
78 Banana Fruit $9,405 5/8/2012 United Kingdom
79 Apple Fruit $7,671 5/8/2012 France
80 Carrots Vegetables $5,791 5/8/2012 United Kingdom
81 Banana Fruit $6,007 5/12/2012 Canada
82 Banana Fruit $5,030 5/14/2012 Germany
83 Carrots Vegetables $6,763 5/14/2012 United Kingdom
84 Banana Fruit $4,248 5/15/2012 Australia
85 Banana Fruit $9,543 5/16/2012 France
86 Broccoli Vegetables $2,054 5/16/2012 United Kingdom
87 Beans Vegetables $7,094 5/16/2012 Germany
88 Carrots Vegetables $6,087 5/18/2012 United States
89 Apple Fruit $4,264 5/19/2012 Australia
90 Mango Fruit $9,333 5/20/2012 United States
91 Mango Fruit $8,775 5/22/2012 Germany
92 Broccoli Vegetables $2,011 5/23/2012 United Kingdom
93 Banana Fruit $5,632 5/25/2012 United States
94 Banana Fruit $4,904 5/25/2012 New Zealand
95 Beans Vegetables $1,002 5/25/2012 Australia
96 Orange Fruit $8,141 5/26/2012 United Kingdom
97 Orange Fruit $3,644 5/26/2012 Canada
98 Orange Fruit $1,380 5/26/2012 Australia
99 Broccoli Vegetables $8,354 5/26/2012 Germany
100 Banana Fruit $5,182 5/27/2012 United States
101 Apple Fruit $2,193 5/27/2012 France
102 Mango Fruit $3,647 5/28/2012 United States
103 Apple Fruit $4,104 5/28/2012 United States
104 Carrots Vegetables $7,457 5/28/2012 United States
105 Mango Fruit $3,767 5/29/2012 Canada
106 Broccoli Vegetables $4,685 5/30/2012 Germany
107 Banana Fruit $3,917 6/4/2012 United States
108 Apple Fruit $521 6/4/2012 Canada
109 Apple Fruit $5,605 6/10/2012 France
110 Broccoli Vegetables $9,630 6/11/2012 Germany
111 Banana Fruit $6,941 6/20/2012 Canada
112 Broccoli Vegetables $7,231 6/20/2012 United Kingdom
113 Broccoli Vegetables $8,891 6/23/2012 Australia
114 Banana Fruit $107 6/25/2012 France
115 Banana Fruit $4,243 6/26/2012 United States
116 Orange Fruit $4,514 6/27/2012 United States
117 Mango Fruit $5,480 7/2/2012 United States
118 Banana Fruit $5,002 7/2/2012 France
119 Banana Fruit $8,530 7/5/2012 Canada
120 Orange Fruit $4,819 7/7/2012 New Zealand
121 Broccoli Vegetables $6,343 7/11/2012 United Kingdom
122 Orange Fruit $2,318 7/13/2012 United Kingdom
123 Orange Fruit $220 7/20/2012 United Kingdom
124 Orange Fruit $6,341 7/20/2012 New Zealand
125 Apple Fruit $330 7/20/2012 Germany
126 Broccoli Vegetables $3,027 7/20/2012 United Kingdom
127 Orange Fruit $850 7/22/2012 New Zealand
128 Banana Fruit $8,986 7/23/2012 United Kingdom
129 Broccoli Vegetables $3,800 7/25/2012 United States
130 Carrots Vegetables $5,751 7/28/2012 United Kingdom
131 Apple Fruit $1,704 7/29/2012 United Kingdom
132 Banana Fruit $7,966 7/30/2012 Australia
133 Banana Fruit $852 7/31/2012 United States
134 Beans Vegetables $8,416 7/31/2012 Australia
135 Banana Fruit $7,144 8/1/2012 France
136 Broccoli Vegetables $7,854 8/1/2012 United States
137 Orange Fruit $859 8/3/2012 United States
138 Broccoli Vegetables $8,049 8/12/2012 United States
139 Banana Fruit $2,836 8/13/2012 Germany
140 Carrots Vegetables $1,743 8/19/2012 United States
141 Apple Fruit $3,844 8/23/2012 France
142 Apple Fruit $7,490 8/24/2012 France
143 Broccoli Vegetables $4,483 8/25/2012 Germany
144 Apple Fruit $7,333 8/27/2012 Canada
145 Carrots Vegetables $7,654 8/28/2012 United States
146 Apple Fruit $3,944 8/29/2012 United Kingdom
147 Beans Vegetables $5,761 8/29/2012 Germany
148 Banana Fruit $6,864 9/1/2012 New Zealand
149 Banana Fruit $4,016 9/1/2012 Germany
150 Banana Fruit $1,841 9/2/2012 United States
151 Banana Fruit $424 9/5/2012 Australia
152 Banana Fruit $8,765 9/7/2012 United Kingdom
153 Banana Fruit $5,583 9/8/2012 United States
154 Broccoli Vegetables $4,390 9/9/2012 New Zealand
155 Broccoli Vegetables $352 9/9/2012 Canada
156 Apple Fruit $8,489 9/11/2012 United States
157 Banana Fruit $7,090 9/11/2012 France
158 Banana Fruit $7,880 9/15/2012 United States
159 Orange Fruit $3,861 9/18/2012 United States
160 Broccoli Vegetables $7,927 9/19/2012 Germany
161 Banana Fruit $6,162 9/20/2012 United States
162 Mango Fruit $5,523 9/25/2012 Australia
163 Broccoli Vegetables $5,936 9/25/2012 United Kingdom
164 Carrots Vegetables $7,251 9/26/2012 Germany
165 Orange Fruit $6,187 9/27/2012 Australia
166 Banana Fruit $3,210 9/29/2012 Germany
167 Carrots Vegetables $682 9/29/2012 Germany
168 Banana Fruit $793 10/3/2012 Australia
169 Carrots Vegetables $5,346 10/4/2012 Germany
170 Banana Fruit $7,103 10/7/2012 New Zealand
171 Carrots Vegetables $4,603 10/10/2012 United States
172 Apple Fruit $8,160 10/16/2012 France
173 Apple Fruit $7,171 10/23/2012 United Kingdom
174 Banana Fruit $3,552 10/23/2012 New Zealand
175 Banana Fruit $7,273 10/25/2012 Australia
176 Banana Fruit $2,402 10/26/2012 Germany
177 Banana Fruit $1,197 10/26/2012 Australia
178 Beans Vegetables $5,015 10/26/2012 Australia
179 Orange Fruit $5,818 11/2/2012 United States
180 Banana Fruit $4,399 11/3/2012 United Kingdom
181 Carrots Vegetables $3,011 11/3/2012 United States
182 Apple Fruit $4,715 11/9/2012 United Kingdom
183 Apple Fruit $5,321 11/12/2012 France
184 Banana Fruit $8,894 11/15/2012 United States
185 Carrots Vegetables $4,846 11/25/2012 United Kingdom
186 Broccoli Vegetables $284 11/25/2012 Germany
187 Orange Fruit $8,283 11/26/2012 United Kingdom
188 Orange Fruit $9,990 11/28/2012 Canada
189 Banana Fruit $9,014 11/28/2012 Australia
190 Apple Fruit $1,942 11/29/2012 France
191 Banana Fruit $7,223 11/30/2012 United States
192 Carrots Vegetables $4,673 12/2/2012 United States
193 Carrots Vegetables $9,104 12/4/2012 France
194 Apple Fruit $6,078 12/5/2012 United States
195 Beans Vegetables $3,278 12/6/2012 Germany
196 Banana Fruit $136 12/12/2012 Canada
197 Banana Fruit $8,377 12/12/2012 Australia
198 Banana Fruit $2,382 12/12/2012 United States
199 Banana Fruit $8,702 12/15/2012 Germany
200 Banana Fruit $5,021 12/16/2012 United States
201 Apple Fruit $1,760 12/16/2012 Australia
202 Banana Fruit $4,766 12/18/2012 Germany
203 Beans Vegetables $1,541 12/19/2012 United Kingdom
204 Orange Fruit $2,782 12/20/2012 United Kingdom
205 Apple Fruit $2,455 12/20/2012 Canada
206 Apple Fruit $4,512 12/22/2012 New Zealand
207 Apple Fruit $8,752 12/22/2012 Germany
208 Carrots Vegetables $9,127 12/25/2012 United States
209 Apple Fruit $1,777 12/28/2012 France
210 Beans Vegetables $680 12/28/2012 France
211 Orange Fruit $958 12/29/2012 United States
212 Carrots Vegetables $2,613 12/29/2012 Australia
213 Carrots Vegetables $339 12/30/2012 Australia
Annual Returns
Fund Name 2003 2004 2005 2006 2007 2008
Baroda Pioneer Growth Fund 0 12.72 54.91 29.1 64.94 -47.38
Birla Sun Life Advantage Fund 110.34 26.94 43.25 34.39 56.54 -58.38
Birla Sun Life MNC Fund 93.8 21.12 45.63 25.16 23.5 -43.59
BNP Paribas Equity Fund - - 54.38 37.81 68.3 -56.53
DSP BlackRock Top 100 Equity Fund - 25.01 42.9 46.6 64.93 -45.54
Franklin India Bluechip Fund 120.59 24.62 41.2 45.52 47.41 -48.14
HDFC Equity Fund 126.3 27.53 62.7 35.86 53.61 -49.68
HDFC Top 200 Fund 134.47 27.52 55.25 37.44 54.46 -45.35
HSBC Equity Fund 160.25 38.73 41.97 37.25 59.53 -48.05
JM Equity Fund 103.25 19.33 52.18 44.09 46.75 -61.54
JP Morgan India Equity Fund - - - - - -55.39
Kotak 50 93.57 36.76 49.37 43.61 66.56 -50.35
Kotak Opportunities - - 58.74 38.7 91.01 -56.77
L&T Equity Fund - - - 44.14 55.32 -50.33
LIC Nomura MF Equity Fund 93.55 11.44 23.32 28.65 63.17 -57.27
Principal Growth Fund 90.95 41.14 39.22 31.03 53.28 -63.69
Reliance Equity Opportunities Fund - - - 51.28 47.32 -55.87
Reliance Growth Fund 155.66 42.57 68.73 41 76.85 -54.11
SBI Magnum Equity Fund 98.9 18.42 42.77 51.47 71.28 -56.29
Sundaram Growth Fund 111.57 28.09 42.07 42.61 71.77 -57.49
Tata Equity Opportunities Fund - 29.86 51.17 37.95 76.36 -60.91
Tata Equity PE Fund - - 39.97 29.03 83.6 -53.84
Tata Pure Equity Fund 140.65 29.28 44.35 42.63 61.32 -49.21
Templeton India Growth Fund 138.83 19.77 34.93 30.52 63.11 -51
UTI Equity Fund 100.7 22.34 40.22 22.78 47.48 -45.25
BSE100 84.712742 16.439201 38.346335 40.968359 59.74498 -55.28141
Annual Returns
Avg Returns
2009 2010 2011 2012 2013 2014 % Beta R-Squared
90.9 14.19 -30.03 25.68 3.59 46.54 22.09666667 0.7499901 0.6138544
87.28 14.39 -28.03 29.71 7.22 60.15 31.98333333 1.1005546 0.9488473
90.49 32.73 -13.2 42.37 10.15 70.9 33.255 0.8789554 0.8108731
56.76 18.09 -17.82 30.5 8.66 47.4 24.755 0.9014021 0.9047923
77.13 16.8 -19.85 30.29 2.23 37.49 25.27181818 0.925612 0.9847985
84.49 22.96 -18.25 26.79 4.08 37.22 32.37416667 1.033419 0.9330303
105.57 29.22 -26.72 34.14 3.82 53.77 38.01 1.1656452 0.9341658
94.46 25.05 -24.3 32.43 4.05 46.52 36.83333333 1.1281934 0.9201167
58.55 18 -22.68 23.24 3.19 34.85 33.73583333 1.0986007 0.7763336
60.39 12.94 -30.99 29.5 1.69 45.48 26.9225 1.0198888 0.9233441
71.62 26.4 -22.6 26.75 5.3 44.72 13.82857143 0.9288772 0.9631969
66.71 16.29 -18.46 23.41 4.26 42.46 31.1825 0.9387331 0.9427917
80.13 18.5 -22.85 30.14 4.23 49.95 29.178 1.0872137 0.9344438
86.14 26.91 -20.96 25.98 5.45 50.27 24.76888889 0.9638693 0.971539
69.06 15.98 -27.05 28.44 5.62 41.97 24.74 0.9835042 0.9587804
79.88 14.12 -30.91 46.01 8.31 49.36 29.89166667 1.0281736 0.9336943
108.75 30.45 -21.63 47.35 4.56 59.67 30.20888889 1.1041145 0.9370933
97.4 17.18 -27.4 37.82 -2.47 54.87 42.34166667 1.3089261 0.9056831
87.94 18.32 -19.71 29.89 5.54 42.65 32.59833333 1.0716806 0.9905362
73.33 17.59 -27.17 29.19 0.09 32.93 30.38166667 1.0845574 0.9575591
95.12 9.81 -23.03 33.72 8.69 48.54 27.93454545 1.1236872 0.9742722
103.59 16.83 -23.76 29.53 1.75 69.54 29.624 1.1394532 0.9182956
77.18 18.95 -21.22 28.47 7.96 36.05 34.70083333 1.1059763 0.8952739
104.7 21.96 -29.57 35.9 -0.6 49.15 34.80833333 1.2257628 0.9234914
85.17 20.5 -19.09 32.15 7.56 46.76 30.11 0.9476937 0.9418855
85.03695 15.659331 -25.73363 29.957962 5.8734148 32.284501 27.33406156 1 1
Sharpe Treynor Jensen
SD Sharpe Rank Treynor Rank Jensen Rank
39.116285 0.5628517 24 29.355943 11 1.57639 13
46.168755 0.6910157 11 28.988416 13 1.9087514 11
39.886426 0.8317366 1 37.743667 1 9.2198953 1
38.351756 0.6433864 16 27.374021 16 0.108132 16
35.854163 0.702619 10 27.21639 18 -0.034869 18
43.718307 0.7386875 8 31.249828 8 4.1293009 8
49.282092 0.7696508 3 32.539919 4 6.1614341 3
48.061447 0.7647155 4 32.577157 3 6.0054809 4
50.95073 0.6605564 15 30.635184 9 3.7145035 9
43.371635 0.6188953 20 26.319045 20 -0.953613 20
42.446283 0.3239052 25 14.80128 25 -11.5671 25
39.506541 0.7872747 2 33.132419 2 5.5182092 5
45.517613 0.639269 17 26.763827 19 -0.53299 19
41.586619 0.5936739 23 25.614353 22 -1.580465 22
41.044164 0.6008162 22 25.073608 23 -2.144485 23
43.480934 0.6856262 12 28.994778 12 1.789759 12
48.505195 0.6211477 19 27.28783 17 0.0372845 17
56.203292 0.7519429 6 32.287282 5 6.5881133 2
44.001243 0.7390322 7 30.343306 10 3.3106834 10
45.290226 0.6690553 13 27.939202 15 0.7430737 15
43.761237 0.6365118 18 24.788522 24 -2.770496 24
48.122302 0.6139357 21 25.928226 21 -1.510728 21
47.764214 0.7248279 9 31.303412 7 4.478486 6
52.122441 0.6662837 14 28.332019 14 1.3213197 14
39.902826 0.7525783 5 31.687455 6 4.2014987 7
40.863423 0.6669549 27.254062
Populate the required data using lookup function and ensure ONLY two decimals are maintained
Avg Returns Sharpe Treynor
Fund Name % Beta R-Squared SD Rank Rank
Kotak 50
Templeton India Growth Fund
L&T Equity Fund
Birla Sun Life MNC Fund
Principal Growth Fund
Sundaram Growth Fund
Baroda Pioneer Growth Fund
Tata Equity PE Fund
HSBC Equity Fund
Franklin India Bluechip Fund
e maintained
Jensen
Rank
Calculate the Average Returns and Standard deviation for the following funds for 5 years
Fund Name 2010 2011 2012 2013 2014 Avg Returns %
Kotak 50
Templeton India Growth Fund
L&T Equity Fund
Birla Sun Life MNC Fund
Principal Growth Fund
Sundaram Growth Fund
Baroda Pioneer Growth Fund
Tata Equity PE Fund
HSBC Equity Fund
Franklin India Bluechip Fund
nds for 5 years
Standard Deviation
Perform the following
1) Count if Average Returns are greater than 20%
2) Count if Average Returns are greater than 30%
3) Count if Average Returns are greater than 40%
4) Count if Average Returns are greater than 50%
5) Count if Average Returns are lesser than 25%
6) Count if Average Returns are lesser than 45%
7) Find Mean, Median and Mode for all the funds
Sl NO Fund Name 2003 2004 2005 2006 2007 2008
1 Baroda Pioneer Growth Fund 0 12.72 54.91 29.1 64.94 -47.38
2 Birla Sun Life Advantage Fund 110.34 26.94 43.25 34.39 56.54 -58.38
3 Birla Sun Life MNC Fund 93.8 21.12 45.63 25.16 23.5 -43.59
4 BNP Paribas Equity Fund - - 54.38 37.81 68.3 -56.53
5 DSP BlackRock Top 100 Equity Fund - 25.01 42.9 46.6 64.93 -45.54
6 Franklin India Bluechip Fund 120.59 24.62 41.2 45.52 47.41 -48.14
7 HDFC Equity Fund 126.3 27.53 62.7 35.86 53.61 -49.68
8 HDFC Top 200 Fund 134.47 27.52 55.25 37.44 54.46 -45.35
9 HSBC Equity Fund 160.25 38.73 41.97 37.25 59.53 -48.05
10 JM Equity Fund 103.25 19.33 52.18 44.09 46.75 -61.54
11 JP Morgan India Equity Fund - - - - - -55.39
12 Kotak 50 93.57 36.76 49.37 43.61 66.56 -50.35
13 Kotak Opportunities - - 58.74 38.7 91.01 -56.77
14 L&T Equity Fund - - - 44.14 55.32 -50.33
15 LIC Nomura MF Equity Fund 93.55 11.44 23.32 28.65 63.17 -57.27
16 Principal Growth Fund 90.95 41.14 39.22 31.03 53.28 -63.69
17 Reliance Equity Opportunities Fund - - - 51.28 47.32 -55.87
18 Reliance Growth Fund 155.66 42.57 68.73 41 76.85 -54.11
19 SBI Magnum Equity Fund 98.9 18.42 42.77 51.47 71.28 -56.29
20 Sundaram Growth Fund 111.57 28.09 42.07 42.61 71.77 -57.49
21 Tata Equity Opportunities Fund - 29.86 51.17 37.95 76.36 -60.91
22 Tata Equity PE Fund - - 39.97 29.03 83.6 -53.84
23 Tata Pure Equity Fund 140.65 29.28 44.35 42.63 61.32 -49.21
24 Templeton India Growth Fund 138.83 19.77 34.93 30.52 63.11 -51
25 UTI Equity Fund 100.7 22.34 40.22 22.78 47.48 -45.25
26 BSE100 84.71274 16.4392 38.34634 40.96836 59.74498 -55.2814
owing
Avg Returns
2009 2010 2011 2012 2013 2014 %
90.9 14.19 -30.03 25.68 3.59 46.54 22.09666667
87.28 14.39 -28.03 29.71 7.22 60.15 31.98333333
90.49 32.73 -13.2 42.37 10.15 70.9 33.255
56.76 18.09 -17.82 30.5 8.66 47.4 24.755
77.13 16.8 -19.85 30.29 2.23 37.49 25.27181818
84.49 22.96 -18.25 26.79 4.08 37.22 32.37416667
105.57 29.22 -26.72 34.14 3.82 53.77 38.01
94.46 25.05 -24.3 32.43 4.05 46.52 36.83333333
58.55 18 -22.68 23.24 3.19 34.85 33.73583333
60.39 12.94 -30.99 29.5 1.69 45.48 26.9225
71.62 26.4 -22.6 26.75 5.3 44.72 13.82857143
66.71 16.29 -18.46 23.41 4.26 42.46 31.1825
80.13 18.5 -22.85 30.14 4.23 49.95 29.178
86.14 26.91 -20.96 25.98 5.45 50.27 24.76888889
69.06 15.98 -27.05 28.44 5.62 41.97 24.74
79.88 14.12 -30.91 46.01 8.31 49.36 29.89166667
108.75 30.45 -21.63 47.35 4.56 59.67 30.20888889
97.4 17.18 -27.4 37.82 -2.47 54.87 42.34166667
87.94 18.32 -19.71 29.89 5.54 42.65 32.59833333
73.33 17.59 -27.17 29.19 0.09 32.93 30.38166667
95.12 9.81 -23.03 33.72 8.69 48.54 27.93454545
103.59 16.83 -23.76 29.53 1.75 69.54 29.624
77.18 18.95 -21.22 28.47 7.96 36.05 34.70083333
104.7 21.96 -29.57 35.9 -0.6 49.15 34.80833333
85.17 20.5 -19.09 32.15 7.56 46.76 30.11
85.03695 15.65933 -25.7336 29.95796 5.873415 32.2845 27.33406156
Template creation: If you insert fund name, attributes like Average returns, Beta, R-Squa
Treynor Rank and Jensen Rank should auto pop-up
"Do format the cells according to the nature of the attr
Fund Name
Avg Returns %
Beta
R-Squared
SD
Sharpe Rank
Treynor Rank
Jensen Rank
eturns, Beta, R-Squared, Standard deviation, Sharpe Rank,
should auto pop-up.
e nature of the attribute"
Fund Name Baroda Pioneer Growth Fund Birla Sun Life Advantage Fund
Avg Returns % 22.0966666667 31.9833333333
Beta 0.7499901103 1.1005545671
R-Squared 0.6138543735 0.9488473126
SD 39.1162852236 46.1687545529
Sharpe 0.5628516752 0.6910156802
Sharpe Rank 24 11
Treynor 29.3559426518 28.9884157384
Treynor Rank 11 13
Jensen 1.5763900301 1.9087514094
Jensen Rank 13 11
and Jensen Rank should auto pop-up.
"Do format the cells according to the nature of th
Fund Name Avg Returns % Beta
Birla Sun Life MNC Fund BNP Paribas Equity Fund DSP BlackRock Top 100 Equity Fund
33.255 24.755 25.2718181818
0.8789554051 0.9014020897 0.9256120243
0.8108731442 0.9047923153 0.9847985193
39.8864263765 38.3517562252 35.8541634453
0.8317365834 0.6433864425 0.7026190479
1 16 10
37.7436668648 27.3740212959 27.2163903665
1 16 18
9.2198952782 0.1081319545 -0.0348689118
1 16 18
ank should auto pop-up.
rding to the nature of the attribute"
R-Squared SD Sharpe Rank
Franklin India Bluechip Fund HDFC Equity Fund HDFC Top 200 Fund HSBC Equity Fund JM Equity Fund
32.3741666667 38.01 36.8333333333 33.7358333333 26.9225
1.033419028 1.1656451945 1.1281934033 1.0986006525 1.0198888342
0.9330302694 0.9341658273 0.9201166909 0.7763335792 0.9233440809
43.7183066416 49.2820918977 48.0614474744 50.9507301149 43.37163529
0.7386875007 0.7696507705 0.7647154895 0.6605564485 0.6188952715
8 3 4 15 20
31.2498277966 32.539918817 32.5771567399 30.6351841828 26.3190448805
8 4 3 9 20
4.1293008579 6.1614341079 6.0054808647 3.7145035171 -0.9536130736
8 3 4 9 20
Treynor Rank Jensen Rank
JP Morgan India Equity Fund Kotak 50 Kotak Opportunities L&T Equity Fund
13.8285714286 31.1825 29.178 24.7688888889
0.9288771882 0.93873314 1.0872137161 0.9638693303
0.963196899 0.942791733 0.9344437735 0.9715389628
42.4462830837 39.50654149 45.5176133918 41.5866193758
0.323905191 0.787274685 0.6392690177 0.593673861
25 2 17 23
14.8012800862 33.13241928 26.7638271758 25.6143526036
25 2 19 22
-11.567104643 5.518209199 -0.5329895491 -1.5804651759
25 5 19 22
LIC Nomura MF Equity Fund Principal Growth Fund Reliance Equity Opportunities Fund
24.74 29.8916666667 30.2088888889
0.9835042301 1.0281736398 1.1041144946
0.9587803715 0.933694268 0.9370933133
41.0441635758 43.4809339269 48.5051954548
0.6008162392 0.6856261808 0.6211476648
22 12 19
25.0736084754 28.9947782295 27.2878302353
23 12 17
-2.1444848345 1.7897589915 0.0372844813
23 12 17
Reliance Growth Fund SBI Magnum Equity Fund Sundaram Growth Fund
42.3416666667 32.5983333333 30.3816666667
1.3089261298 1.0716806308 1.0845573556
0.9056830988 0.9905362365 0.9575590567
56.2032915298 44.0012427166 45.2902256831
0.7519429115 0.7390321574 0.6690553251
6 7 13
32.2872816913 30.3433060185 27.9392016564
5 10 15
6.5881133439 3.3106834474 0.7430737287
2 10 15
Tata Equity Opportunities Fund Tata Equity PE Fund Tata Pure Equity Fund
27.9345454545 29.624 34.7008333333
1.1236872386 1.1394532115 1.1059763421
0.9742721932 0.9182956056 0.895273852
43.761237497 48.1223016444 47.7642135834
0.6365118321 0.6139357219 0.7248278729
18 21 9
24.7885216608 25.9282256629 31.3034122128
24 21 7
-2.7704957236 -1.5107279735 4.4784860202
24 21 6
Templeton India Growth Fund UTI Equity Fund
34.8083333333 30.11
1.2257627581 0.9476936582
0.923491371 0.9418855373
52.1224409589 39.9028260562
0.6662837099 0.752578275
14 5
28.3320186594 31.6874548442
14 6
1.3213196644 4.2014986975
14 7