Creating and managing a mutual fund portfolio can be quite a task without the right set of tools to compare funds. On the one hand, you have volumes of information from research reports. On the other hand, you have data on Excel that let you compare specific parameters. But few tools offer a complete view of the portfolio with all relevant details across the funds in a single snapshot.
At Gramener we applied visualisation to a set of equity funds, comparing them on various parameters.
The layout has been kept simple, but the information density is rather high. Both are on purpose, This, clearly, is quite a complex visualisation and merits closer observation.
But one other parameters that would be of interest is, how good is the fund’s return compared to other funds. Irrespective of the return with respect to the Sensex, a key parameter is the return with respect to other equity funds if these funds are the investments of concern to us. We plotted the weekly return as a percentile rank. If the fund is the best performing fund on a given day, we plot a dot at the right end. If it is the worst performing fund, we plot a dot on the left end. The mix of dots tells us how the fund has performed relatively over the last month.
The aim of this visualisation is to present, in a very condensed and information-dense fashion, all the information an investor requires to make a decision. As you can see, an explanation of the visualisation takes more space than the visualisation itself! Yet with a bit of understanding, getting insights out of this plot can take just a few seconds. A far cry from having to read 50 equity research reports!
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Amazing stuff. I'm certainly going to use few of the applications and techniques mentioned here for my project. Thanks a lot for sharing this wonderful information.