mfperfquery 1.0.2

Python library for extracting certain performance parameters of Mutual Funds in India from https://moneycontrol.com

Mutual Funds Performance Query

Python library for extracting certain performance parameters of Mutual Funds in India from https://moneycontrol.com

Version 1.0.2

Introduction

Were you given a set of Mutual Funds as suggestion to invest? Are you already invested in few mutual funds?

Run this script to keep track of their performances and key metrics to help you decide on buying or holding or redeeming your investments.

Features

• Get performance and key metrics for any Mutual Fund in India on-demand.
• All data from Mutual Funds on https://www.moneycontrol.com/mutualfundindia/ .
• Input can be through a direct URL or an Excel file with list of Mutual Funds URLs.
• Obtains the following performance metrics and parameters:
  • Category of the fund
  • CRISIL Star Rank
  • Risk Rating
  • Total Expense Ratio % vs Category Average
  • 3 Year Return %
  • 3 Year Rank among Funds in Category
  • 5 Year Return %
  • 5 Year Rank among Funds in Category
  • Since Inception Return %
  • Since Inception Rank among Funds in Category

Instructions

1. Download the package.
2. Launch terminal session from the root folder of the package.
3. Install requirements pip3 install -r requirements.txt
4. For single mutual fund, obtain the URL of the requisite mutual fund.
5. For multiple mutual funds, build an Excel (.xlsx) workbook with the following. See Sample.xlsx for sample excel workbook.
   1. Sheetname should be Mutual Funds
   2. Column 1 with the URL(s) of requisite mutual funds.
   3. Row 1 with headers from column 2 onwards for writing the data in respective cells. Order of headers is not significant.
      1. Category
      2. CRISIL Star Rank
      3. Risk Rating
      4. TER % vs Avg
      5. 3 YR Return
      6. 3 YR Rank / Cat Funds
      7. 5 YR Return
      8. 5 YR Rank / Cat Funds
      9. Since Inception Return
      10. Since Inception Rank / Cat Funds
      11. Updated On
6. Run the script python3 MFPerfQuery.py
7. Choose 1 if providing a direct mutual fund URL. Output will be presented on the terminal session itself.
8. Choose 2 if providing a Excel workbook with mutual fund URL(s). Output will be written to the same Excel workbook.

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