Bluestock Mutual Fund Analytics Capstone

Project Overview

This project analyzes Indian Mutual Fund industry data using Python, SQL, Jupyter Notebook, and Power BI.

The project covers:

• ETL Pipeline Development
• Data Cleaning & Validation
• Exploratory Data Analysis
• Fund Performance Analytics
• Risk Metrics (VaR, CVaR, Sharpe, Sortino)
• Investor Analytics
• Dashboard Development
• Advanced Analytics & Recommendations

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Tech Stack

• Python
• Pandas
• NumPy
• Matplotlib
• Seaborn
• SQLAlchemy
• SQLite
• Jupyter Notebook
• Power BI

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Project Structure

data/ db/ dashboard/ notebooks/ reports/ scripts/ sql/

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Setup

pip install -r requirements.txt

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Run Complete Pipeline

python run_pipeline.py

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Dashboard

Open:

dashboard/bluestock_mf_dashboard.pbix

or

dashboard/Dashboard.pdf

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Key Outputs

• fund_scorecard.csv
• alpha_beta.csv
• var_cvar_report.csv
• sector_hhi.csv
• rolling_sharpe_chart.png

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Author

Sanjay Kumar Artificial Intelligence & Data Science