Factor Based Analysis

You can either search and select a mutual fund scheme or upload your own NAV data CSV file.
For best results, use at least three years of NAV data for a meaningful analysis. For time periods shorter than this, the output may not be reliable but the analysis will still proceed.

Choose Data Source & Set Parameters

Filter Schemes:

Select Scheme: NAV data will be downloaded automatically

Upload Mutual Fund daily NAV CSV:

The date range must fall within the available factor data period. The date fields will be automatically constrained accordingly.
The CSV file must have only two columns: Date and NAV. The date must be in YYYY-MM-DD format. The file should contain daily NAV data.

Expected format:

Date,NAV
2020-01-01,100.00
2020-01-02,101.25
...and so on

Factor Model:

Start Date: Min: loading...

End Date: Max: loading...

Instructions:

The analysis uses factor return data sourced via indiafactorlibrary, which is based on data as provided by Invespar, publicly and freely accessible from https://invespar.com/research
In case of any feedback/query, you can write to support@samasthiti.in

Important:

Nothing contained in this tool is investment advice of any sort, an offer to sell, or a solicitation to buy any investment product or strategy. This tool is purely for informational purposes and is not investment advice or a recommendation to invest in any strategy or investment product. Any data shown in this tool is based on current and historical market conditions, which will change and be superseded by subsequent market events or other reasons. All the materials and views are provided without any guarantee or implied warranties. Past performance is not a guarantee of future results. All investments involve risk, including the loss of entire capital.

Always consult with your financial and other advisers before taking any action based on this tool.