Indian Mutual Funds Dashboard

▶ Objective 👇: To contribute to the success of a business by utilizing data analysis techniques to provide valuable insights. ▶ Strategy 👇: To ensure insightful findings, I divided the analysis into multiple components:

1. Dashboard Creation.
2. Data Analysis.
3. Actionable Insights.

▶ Conclusions 👇: Through this project, I uncovered several significant conclusions that can drive impactful decisions:

1. Equity

   • Top 3 Equity Funds by 3 years returns as 1.Quant small cap fund (Direct Growth) (54.94%) 2.Canara Robeco Small Cap (Direct growth) (44.48%) 3.PGIM India Small Cap (44.13%)

   • Bottom 3 Equity Funds by 3 years returns as 1.Nippon India Japan Equity fund (2.79%) 2.UTI Focused Equity (2.93%) 3.Principal Large cap (5.90%)

2. Debt

   • Top 3 Debt Funds by 3 years returns as

   • 1.HDFC fixed maturity plan (9.52%)

   • 2.UTI Dynamic Bond Fund Direct Growth. (9.10%) 3.Baroba BNP Paribas Credit risk fund (8.94%)

   • Bottom 3 Debt Funds by 3 years returns as 1.Edelweiss Corporate bond fund (0.85%) 2.Nippon India Strategic Debt (-2.82%) 3.Baroda Treasury Advantage (-9.24%)

3. Average 1 year and 3 year returns in Equity funds are 6.10% and 22.31% resp.

4. Average 1 year and 3 year returns in Debt funds are 3.82% and 5.32% resp.

5. Average 1 year and 3 year returns in Hybrid funds are 4.69% and 12.07% resp.

6. Top High-risk fund is ICICI Prudential MNC Direct Growth (26.01%) and Bottom High-risk fund is Nippon India Hybrid Bond Fund (2.43%) based on 3 years returns.

7. Top Low risk fund is Quant Dynamic Bond (5.55%) and Bottom Low risk fund is Bank of India Arbitrage Direct Growth (3.37%) based on 3 years returns.

8. Top Very High-risk fund is Quant small cap fund (54.37%) and Bottom Very High-risk fund is HSBC Brazil Direct Plan (-8.55) based on 3 years returns.