25. How to analyze a debt mutual fund?
25.1 – Confused Portfolio In the previous chapter, we picked up an equity fund (Kotak Standard Multi cap Fund) and looked at the steps to...
24. How to analyse an Equity Mutual fund?
24.1 – Recap I’d like you to take a moment and reflect upon the last 23 chapters in this module. I want you to recap...
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...