23.1 – The Sortino’s Ratio
In this chapter, we will discuss two other ratios related to the mutual fund performance/risk measures, i.e. the Sortino Ratio and the Capture Ratios. These...
22. Mutual Fund Beta, SD, and Sharpe Ratio
22.1 – Beta Over the last few chapters, we discussed various attributes of a mutual fund. We will continue the same in this chapter and...
21. Mutual Benchmarking
21.1 – TER savings I probably should have discussed this in the last chapter itself, but don’t know why (and how I missed it). While...
20. Mutual fund Expense Ratio, Direct, and Regular plans
20.1 – Expense Ratio In the last chapter, we discussed the ‘Rolling Returns’, and why rolling returns offer a better insight into the return pattern...
19. Rolling Returns
19.1 – Point to Point return The previous chapter gave us a perspective of how returns are calculated given the time frame under consideration. So,...
18. Measuring Mutual fund Returns
18.1 – Mutual Fund metrics By now, I suppose we understand different types of mutual fund categories and what goes under the hood of each...
17. Arbitrage Funds
17.1 – Arbitrage We were to move ahead and discuss MF attributes and gradually steer our way to identify techniques of building a mutual fund...
16. Index Funds
16.1 Overview In chapter 6 & 7, we discussed the basics of a mutual fund and how a fund works. Just to recap, a mutual fund is a pooled...
15. Investing in Bonds
15.1 – Context I understand we concluded the previous chapter by hinting that we would discuss Index funds next. However, I’m taking a bit of...
14. The Debt Funds (Part 4)
14.1 – Liquidity Risk In the previous chapter, we discussed the Franklin debt fund saga. Thanks to this episode, as investors, we now very clearly...