ChatGPT ಉಪಯೋಗಿಸಿ ಉತ್ತಮ Mutual Funds ಅನ್ನು ಹೇಗೆ ಹುಡುಕುವುದು? | How to find Mutual Funds using ChatGPT?

Описание: ChatGPT ಉಪಯೋಗಿಸಿ ಉತ್ತಮ Mutual Funds ಅನ್ನು ಹೇಗೆ ಹುಡುಕುವುದು? | How to find Mutual Funds using ChatGPT?

While everyone is hunting for multibagger stocks and passive income ideas in 2026, mutual funds have quietly delivered strong long-term returns. Large-cap funds have averaged around 13.7% over 10 years, while mid-cap and small-cap funds have delivered over 16% historically.

But returns alone don’t tell the full story.

In this video, we break down how to analyse mutual funds using AI tools like ChatGPT, Claude, Perplexity and Notebook. You’ll learn how to evaluate risk-adjusted returns using metrics like Standard Deviation, Beta, Sharpe Ratio, Sortino Ratio and Jensen’s Alpha — and how to screen funds like a professional analyst.

This is NOT investment advice. This is a step-by-step methodology to understand mutual fund analysis using AI.

What you’ll learn:
✔ How to choose the right mutual fund category (Large Cap, Mid Cap, Small Cap, Debt)
✔ How analysts screen funds using risk and return metrics
✔ How to upload Excel data and factsheets into AI tools
✔ How to compare expense ratios and fund manager performance
✔ How to calculate SIP returns (₹10,000/month at 12% for 15 years)
✔ How to align investments with a ₹50 lakh goal

Prompts Used in This Video 👇
Prompt 1 – Mutual Fund Screening
You are a professional mutual fund analyst…
Alpha more than 2
10-year returns more than 12%
Standard deviation less than 13
Beta less than 1
Rank funds with scores out of 10 (2 decimal places).

Prompt 2 – Fundamental Fund Analysis
Provide a detailed analysis using the attached fact sheet covering portfolio holdings, sector allocation, PE ratio, diversification, cash position, and overall evaluation.

Prompt 3 – Goal Alignment
Assess if this fund fits a 10-year goal of buying a ₹50 lakh house with ₹50,000 monthly salary.

Prompt 4 – Expense Ratio Comparison
Compare the fund’s expense ratio with the category average and explain long-term impact.

Prompt 5 – Fund Manager Performance
Analyse fund manager performance vs benchmark and category since joining.

Prompt 6 – SIP Projection
Calculate ₹10,000 SIP per month for 15 years at 12% annual return with yearly projections and final corpus.

{Mutual Fund Analysis, AI in Finance, ChatGPT for Investing, Large Cap Funds 2026, SIP Calculator, Risk Adjusted Returns, Sharpe Ratio, Beta, Alpha, Expense Ratio Comparison, Investment Research India}

Disclaimer: This video is for educational purposes only. Securities mentioned are not recommendations.


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