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SHARPE AND TREYNOR RATIOS
MF Tracker: Baroda BNP Paribas Mid Cap Fund turns Rs 10,000 SIP to Rs 1.55 crore in 20 yearsBaroda BNP Paribas Mid Cap Fund has delivered exceptional returns, turning a Rs 10,000 monthly SIP into Rs 1.55 crore over 20 years. The fu...
MF Tracker: Bank of India Small Cap Fund tops 5-year returns. Should you chase the winner?Bank of India Small Cap Fund leads five-year returns with a 30.83% CAGR. The fund shows strong performance across various periods, driven b...
MF Tracker: After a strong 7 year run, can this international fund maintain momentum?Motilal Oswal Nasdaq 100 FOF has delivered exceptional returns, outperforming equity mutual funds over seven years, driven by US tech giant...
Explained: Why one should read mutual fund factsheet before making an investmentMany investors overlook mutual fund factsheets, relying instead on past returns or popularity. Yet, factsheets provide essential data on fu...
Decoding 9 mutual fund ratios: Your quick guideEvaluating mutual funds requires assessing various financial ratios like Alpha, Beta, Sharpe, and Treynor to measure performance, risk, and...
Explainer: 10 key ratios to consider when choosing a mutual fund for investmentMutual fund investors need to consider more than just past performance. Financial ratios help assess a fund's suitability for your investme...
Explained: How to interpret Treynor Ratio in mutual fundsThe Treynor ratio evaluates mutual fund performance by measuring risk-adjusted returns against market risk, or beta. It's valuable for asse...
Explainer: Which ratio to look at while buying a mutual fund?Unsystematic risk is eliminated by selecting companies with sound fundamentals while systematic risk is restricted to an extent by creating...
Struggling to evaluate performance of mutual funds? Here is help"We all want significant returns with little risk, which makes analysing risk-adjusted returns vital in mutual fund investing. They provide...
These 4 stocks giving high risk-adjusted returns can be good betsTo limit portfolio value erosion in the current volatile market, it is important to judge risk-adjusted returns on a relative basis. These ...
12 equity mutual fund schemes with rising NAVs you can invest in for the long termIn 2019, only a few stocks contributed to the stock market rally. This affected the equity mutual funds performance as well. One can identi...
These 9 mutual fund schemes have 0% loss rate across various time periodsDurable funds witness very few instances of negative returns across different time frames.
A five-minute guide to mutual fund ratiosHere is a list of ratios that will help you analyse a mutual fund scheme.
5 parameters to consider before buying a UlipThese five parameters will help you identify the best unit-linked insurance policy to invest for your long-term financial goals.
Mutual fund ratios simplifiedHere is a list of ratios that will help you analyse a mutual fund scheme.
Ten tools for analysing mutual funds to invest smartlyThese statistics can help you understand what’s under the hood of a mutual fund.
ICICI Prudential Discovery MF: Delivering high value due to its investment approachStarted in July 2004, it has enjoyed a good run over the past five years amid difficult market conditions.
- Computation of NAV of MF & how it helps to assess the fund's performance
In the 27th of the 52-part series, ET Wealth explains the computation of the NAV of a mutual fund and how it helps to assess the fund's per...
- How to calculate risk-adjusted returns on funds
In the 24th of the 52-part series, ET Wealth shows how a fund's alpha can help find out if its returns are in line with the expectations.
Mutual fund ratios: Sharpe and TreynorIn the 23rd of the 52-part series, ET Wealth discusses how Sharpe and Treynor ratios can help estimate a fund's risk-adjusted returns.