Risk, Return & Performance
Learn to measure returns (CAGR, XIRR, rolling), understand risk metrics (Sharpe ratio, beta, standard deviation), and read mutual fund factsheets like a pro. Essential for comparing funds.
Measuring Returns — CAGR, Absolute, XIRR, Rolling Returns
Return measurement is the process of quantifying the gain or loss generated by an investment over a specified period, expressed as a percentage of the...
Benchmark & Alpha — Beating the Index
A benchmark is a standard reference index against which the performance of a mutual fund is measured. Alpha represents the excess return generated by ...
Risk Measures — Standard Deviation, Beta, Sharpe Ratio
Risk measures are quantitative metrics used to evaluate the uncertainty and variability of investment returns. Standard Deviation measures the total v...
Understanding Mutual Fund Factsheets
A mutual fund factsheet is a monthly document published by every Asset Management Company (AMC) for each scheme, providing a comprehensive snapshot of...
Performance Attribution — What Drives Returns?
Performance attribution is an analytical technique that decomposes a mutual fund's total return into the specific sources that generated it. The three...
SEBI Norms for Representing Returns
SEBI (Securities and Exchange Board of India) has established comprehensive guidelines governing how mutual fund returns must be represented in all sc...
Reading Fund Performance — Past Performance vs Future
The relationship between past performance and future performance of mutual funds is one of the most studied topics in finance. While past performance ...
Portfolio Analysis — Top Holdings, Sector Allocation, AUM
Portfolio analysis is the examination of a mutual fund's underlying holdings, sector allocation, asset mix, and structural characteristics to assess i...
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