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Morningstar Style Box for Mutual Funds in INDIA

Terminologies

  • Mutual Fund

    • A mutual fund is a type of financial vehicle made up of a pool of money collected from many investors to invest in securities like stocks, bonds, money market instruments, and other asset.

  • Market capitalisation

    • number of shares outstanding, multiplied by the current market price of one share

  • Price to earning (P/E)

    • ratio for valuing a company that measures its current share price relative to its earnings per share

  • Price to book (P/B)

    • dividing the company's stock price per share by its book value per share

  • book value

    • cost of carrying an asset on a company's balance sheet

Style Box

  • Vertical Axis (Market capitalisation)

    • Small (< 500 Cr.)
    • Medium (500Cr <= x <= 7000Cr)
    • Large (> 7000Cr.)

  • Horizontal Axis (Book value to earning ratio)

    • value (< 1.25)
    • blend (1.25 <= x <= 1.75)
    • growth (> 1.75 )

Mutual Funds

  • SBI FlexiCap Fund
  • SBI Equity Hybrid Fund
  • Axis MidCap Fund
  • Axis Small Cap Fund
  • UTI Infrastructure Fund
  • HDFC Hybrid Equity Fund
  • IDFC Tax Advantage Fund
  • UTI Midcap Fund

Mutual Funds Object

{name: 'SBI FlexiCap Fund', marketCap: 129012, PE: 25.06, PB: 3.70}
{name: 'SBI Equity Hybrid Fund', marketCap: 47470 , PE: 27.14, PB: 4.14} 
{name: 'Axis MidCap Fund', marketCap: 52267, PE: 40.40, PB: 6.9}
{name: 'Axis Small Cap Fund', marketCap: 9797 , PE: 33.15, PB: 4.85}
{name: 'UTI Infrastructure Fund', marketCap: 71476 , PE: 26.44, PB: 3.36}
{name: 'HDFC Hybrid Equity Fund', marketCap: 18909 , PE: 19.68, PB: 2.75}
{name: 'IDFC Tax Advantage Fund', marketCap: 67670, PE: 25.67 , PB: 3.03 }
{name: 'UTI Midcap Fund', marketCap: 28157, PE: 33.83 , PB: 5.04 }