Online Mutual Fund Research & Analysis - FundzBazar

1. Online Mutual Fund Research & Analysis www.fundzbazar.com

2. About Prudent Corporate Advisory Services Ltd • Prudent Corporate Advisory Services Ltdoffers specialized services in the area of personal and corporate investment planning through distribution of Mutual Funds, Bonds & Third party products. • Has a widespread branch network across 17 states, 62 branches. • Managing around Rs.7564 crores in terms of AUM. • More than 7000 AMFI certified Mutual Fund Distributors are enrolled with us as our channel partners. • Prudent Corporate Advisory Services Ltd has won CNBC TV18 Best Financial Advisor Award for 5 years in a row. www.fundzbazar.com

3. About FundzBazar • Its an online investment platform created to simplify investing in mutual funds and enjoy the freedom and flexibility to plan, choose, transact and keep a track of your investment • Complete paperless transaction – for free • Round the clock online investment facility for SIP, Purchase, Switch, Redemption, etc • Invest, Manage and Track all investments of your family under single login • Make investments in joint names by setting up multiple combinations for Joint Investments • Transact anytime, anywhere through fundzbazar mobile app • Various Research tools to simplify your investing experience

4. Research – Reports

5. Research – Reports

6. FundzPerformance • FundzBazar suggested funds provides the list of schemes which are most investment worthy among the peer groups. • The listing of the selected mutual fund schemes in each category is based on FundzBazar strong internal research. • Customize your fund selection by searching your fund based on individual AMC, Nature and Sub-nature. • Compare & sort the performance of various Mutual Fund schemes among various time periods • Click on the scheme name to have a detailed analysis of that particular scheme • Export the performance of the various schemes in excel format www.fundzbazar.com

7. FundzPerformance www.fundzbazar.com

8. FundzAnalyzer • Analyze schemes on various parameters like • Age of the fund • Corpus • Exit load • Expense ratio • Periodical performance • Sector wise holding • Monthly alpha (performance of scheme vis a vis its benchmark), etc • “Search your fund” option helps you curtail your scheme selection broadly on the basis on AMC, Nature & Risk • Make advance search for scheme selection based on Periodic returns, Fund corpus, Age of the Fund & Expense Ratio www.fundzbazar.com

9. FundzAnalyzer www.fundzbazar.com

10. ReturnAnalyzer • Return Comparison – Compare up to 5 schemes and analyze their performance on a single graph for any selected period • Rolling Returns – Rolling return is one of the best criteria to check the consistency of performance of any fund. Here you can check the rolling return for various periods upto 5 years • SIP Scheme Comparison – Compare SIP performance of upto 5 schemes for the desired time period • Peer Comparison – Compare the return generated by fund relative to peer group funds • SIP Watch – Check and compare the SIP performance of Suggested mutual fund schemes updated fortnightly • Customize Return – Compare the scheme performance across multiple time horizons, intervals and on Rolling basis! www.fundzbazar.com

11. ReturnAnalyzer www.fundzbazar.com

12. IndustryAnalyzer MF Industry Analyzer Snapshot of all important statistics for mutual fund industry as a whole AMC Tracker Snapshot of all important statistics of particular AMC www.fundzbazar.com

13. MF IndustryAnalyzer • Trend in FII/MF – Know the Investment pattern of Foreign Institutional Investors (FII) and Mutual Funds (MFs) vis a vis with the movement in Sensex and Exchange rate (Rs./$) • AUM Analysis – Lets you know the historical trend in Total AUM vis a vis Equity AUM as a % of total AUM. It also shows the movement in Equity AUM for various schemes in the last 5 years • Cash Analysis – Lets you know the cash holding as a percentage of total AUM and in amount for all AMCs and their respective schemes • Whats In/Whats Out – This section provides you with the list of companies in which AMC’s have taken Fresh exposure and from which AMC’s have completely exited • Sector Allocation Analysis – This section lets you know the percentage exposure an AMC has taken in a particular sector. www.fundzbazar.com

14. AMCTracker • Detailed analysis on AMC on various parameters like • AUM Movement • Top Company Holdings • Holding of individual stocks in various schemes within an AMC • Top 10 sector allocation • Holding of individual stocks in top 10 sectors • Top 10 change in stocks by market value • Bottom 10 change in stocks by market value • Top 5 performing schemes within an AMC (MoM) • Bottom 5 performing schemes within an AMC (MoM) • Companies that witnessed New Entry in the Portfolio within an AMC • Companies that witnessed Complete Exit from the Portfolio within an AMC www.fundzbazar.com

15. DebtFundz Analyzer • Analyze Debt funds on various parameters like • Portfolio Indicators – Lets you know the Fund corpus, YTM, Average Maturity • and Modified duration • Asset Class Report – Scheme wise allocation to various asset classes like • Bank/CDs, Cash & Cash Equivalent, CPs/Bonds, Gilt/G-sec, etc • Credit Rating – Scheme wise exposure to various credit ratings like AAA/P+, • AA+/AA, A+/A, Cash & Cash Equivalent, Sovereign, etc • Sector Allocation – Scheme wise exposure among various sectors like, Auto, • Banks, Healthcare, IT, Metals, Oil & Gas, Realty, etc www.fundzbazar.com

16. www.fundzbazar.com