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Mutual Funds Data India
Data Science and Analytics
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About
This dataset offers detailed, web-scraped data concerning mutual funds available in India. Its primary purpose is to enable users to analyse the performance of Indian mutual funds. It is particularly useful for studying trends, comparing different funds, and gaining valuable insights into the dynamic Indian mutual fund industry. The dataset is intended for educational and research applications.
Columns
- scheme_name: The name of the mutual fund scheme.
- min_sip: The minimum Systematic Investment Plan (SIP) amount required to commence investing.
- min_lumpsum: The minimum lump sum amount required to start an investment.
- expense_ratio: Calculated as a percentage of the scheme's average Net Asset Value (NAV).
- fund_size_cr: The total amount of money, in crores, that a mutual fund manager oversees and invests.
- fund_age_yr: The number of years since the inception of the scheme.
- fund_manager: The individual or team responsible for implementing a fund's investment strategy and managing its trading activities.
- sortino: A measure of the risk-adjusted return of an investment asset, portfolio, or strategy.
- alpha: Represents the excess returns relative to a market benchmark for a given amount of risk taken by the scheme.
- sd (Standard Deviation): A numerical value indicating how much the returns of a mutual fund scheme are likely to deviate from its average annual returns.
- beta: Reflects the fund's volatility (gains or losses) in relation to its respective benchmark index.
- sharpe: The Sharpe Ratio of a mutual fund, revealing its potential risk-adjusted returns.
- risk_level: Categorises the fund's risk on a scale of 1 to 6: 1 (Low risk), 2 (Low to moderate), 3 (Moderate), 4 (Moderately High), 5 (High), 6 (Very High).
- amc_name: The name of the Asset Management Company (AMC) managing the fund's assets.
- rating: A rating assigned to the scheme, typically on a scale of 0 to 5.
- category: The broad category to which the mutual fund belongs (e.g., equity, debt, hybrid).
- sub_category: A more specific categorisation within the main category (e.g., Small cap, Large cap, ELSS).
- returns_1yr: The percentage return of the mutual fund scheme over a 1-year period.
- returns_3yr: The percentage return of the mutual fund scheme over a 3-year period.
- returns_5yr: The percentage return of the mutual fund scheme over a 5-year period.
Distribution
The dataset is provided in a CSV format, with a file size of approximately 128.37 kB. It comprises 20 distinct columns and contains data on hundreds of mutual funds available in India. While most columns contain 814 valid records, some columns, such as 3-year and 5-year returns, have a small number of missing values.
Usage
This dataset is ideally suited for:
- Investment Analysis: Analysing the performance and characteristics of various mutual funds in India.
- Market Research: Studying market trends and patterns within the Indian mutual fund industry.
- Fund Comparison: Comparing different mutual fund schemes based on their returns, risk levels, and other key metrics.
- Educational Purposes: Supporting academic research and learning about financial markets and investment strategies.
- Data Analytics and Visualisation: Building dashboards and visualisations to gain insights into fund performance.
Coverage
The dataset focuses exclusively on mutual funds available within India, providing a geographic scope limited to this region. While a specific time range for the entire dataset is not provided, individual fund ages span up to 17 years, and performance metrics are included for 1-year, 3-year, and 5-year periods. The data is expected to be updated annually.
License
CC0: Public Domain
Who Can Use It
This dataset is beneficial for:
- Financial Analysts: To conduct in-depth performance analysis and identify investment opportunities.
- Researchers: For academic studies on investment trends, risk management, and market behaviour in India.
- Students: To learn about mutual funds, financial data analysis, and the Indian investment landscape.
- Individual Investors: Seeking to understand and compare mutual funds for personal investment decisions.
Dataset Name Suggestions
- Indian Mutual Funds Performance Data
- India Investment Fund Analytics
- Mutual Funds Data India
- Indian Funds Market Insights
Attributes
Original Data Source:Mutual Funds Data India
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