Mutual Fund Metrics Tracker

Job ID: 40461180

Budget: ₹600 – ₹1,500 INR

I need a small tool that automatically pulls both qualitative and quantitative data for a set of mutual funds and keeps everything in a clear table. Each row should refresh once a week and show at least three perspectives I care about most: performance numbers (returns, alpha, beta, etc.), risk measures (standard deviation, Sharpe, draw-downs) and a snapshot of the current portfolio composition. These are some of the metrics i want to track:

Funds
Fund Manager
experience of fund manager
total number of funds managed by the fund manager
duration of fund managed
Category
Investment thesis
AUM(in Rs. cr)
ExpenseRatio (%)
Fund Type
Inception Date
Benchmark Index
NAV 52 WeekHigh (NAV)
52 WeekLow (NAV)
Return (%)1 mo
Return (%)3 mo
Return (%)6 mo
Return (%)1 yr
Return (%)2 yrs
Return (%)3 yrs
Return (%)5 yrs
Return (%)10 yrs
rolling returns
XIRR returns
trailing returns
PE Ratio
PB Ratio
Turnover Ratio (%)
No. ofStocks
Avg. Market Cap(in Rs. cr)
Large Cap(%)
Mid Cap(%)
Small Cap(%)
Highest Sector
Avg. Maturity(in yrs) Mod.
Duration(in yrs)
Yield To Maturity (%)
Alpha
Sharpe
Sortino
Beta
Standard Deviation
classification
Exit load

A plain tabular layout suits me better than charts or flashy dashboards; think Excel, Google Sheets or a lightweight web table generated by Python/Pandas—whatever you are most comfortable automating. The key is that the table updates on a weekly schedule without manual intervention, ideally through an API or reliable data-scrape with fallback logic if a source is temporarily unavailable.

Deliverables
• A working script or spreadsheet with embedded code that fetches the data, formats it into the final table and schedules the weekly refresh
• Brief setup instructions so I can add or remove tickers and adjust the refresh if needed
• A short README describing the data source(s) and any libraries or credentials required

I’m open to your choice of language or platform as long as the end result is stable, transparent and easy for me to maintain.