Passive Fund Analysis for DIY Investors

@passive_investor first of all great work. I really liked what I am seeing :slight_smile:
Going to use this on regular basis. So far went through Nifty 50 funds, and got following feedback for improvement (this is not complaints so don’t get disheartened please)

  1. Many funds are missing expense ratios which is surprising because every fact sheet should have it. Did a sample check for

And fact sheet does have it but they have BER and shifted all TER to Annexure 1
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This complicates your work, but if major funds have TER missing, point of comparison is lost.

Also, expense ratios are not picked up uniformly.
For example it is showing that this fund has lowest TER

But fund’s factsheet shows that number is BER (and not TER)

So seems like BER and TER are mixed up and comparison might not be apple to apple

  1. Looks like for some funds data is very old

There would be reason for this, but again this skews comparison. Maybe put up some filter to discard funds from list if they do not have current data or way outdated data.

Again really impressed with work. Will be using it more

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