When investing in mutual funds, it’s natural to measure their performance in terms of returns.
Evaluating the historical performance of a fund can provide insights regarding its consistency, volatility, investment style, strength, and weaknesses.
Thereafter, you can relate how these factors can aid in yielding maximum returns as compared to other mutual fund schemes.
But as an investor, you should not look at returns in isolation. Risk should be factored in as well. Thus, the best way is to compare the risk-adjusted returns of mutual funds.
The risk-adjusted return essentially measures the degree of risk taken by a fund to earn returns. It's a useful tool to select winning mutual funds.
The best mutual fund scheme you choose should be suitable for you in terms of investment horizon, risk appetite, and the fund’s investment objectives.
Also, returns from different categories of funds cannot be simply compared. Comparing an equity mutual fund with that of a debt fund is not ideal as they have different risk-return profiles altogether.
May 13, 2023
A look at what India's top equity mutual funds bought and sold in April 2023.
Feb 16, 2023
Fund managers have put big money in these five midcap companies in 2023. Will these midcap stocks outperform benchmarks this year?
Jan 16, 2023
A look at what India's top equity mutual funds bought and sold in December 2022.
Dec 16, 2022
A look at what India's top equity mutual funds bought and sold in November 2022.
Nov 15, 2022
A look at what India's top equity mutual funds bought and sold in October 2022.
Oct 14, 2022
A look at what India's top equity mutual funds bought and sold in September 2022.
Sep 17, 2022
A look at what India's top equity mutual funds bought and sold in August 2022.
Aug 23, 2022
Mutual funds are looking to benefit from the meteoric rise of EVs.
Aug 13, 2022
A look at what India's top equity mutual funds bought and sold in July 2022.
Aug 2, 2022
Be very cautious of who you trust with your hard-earned money.
Mar 13, 2023
A look at what India's top equity mutual funds bought and sold in February 2023.
Feb 15, 2023
A look at what India's top equity mutual funds bought and sold in January 2023.
Jan 10, 2023
Mutual funds have consistently increased their holding in these stocks, in the past four or more quarters.
Nov 30, 2022
Given that interest rates are likely to move up further, make a sensible choice amongst various sub-categories of debt funds.
Oct 18, 2022
Come hell or high water, these are top Indian mid-cap stocks which mutual funds never sell.
Sep 22, 2022
Recently, mutual funds added huge exposure in this auto ancillary company, which has a credible EV story.
Sep 14, 2022
Amid escalating geopolitical tensions, mutual funds are strategically investing in defence stocks.
Aug 16, 2022
These multibagger stocks have seen buying from mutual funds for many quarters.
Aug 5, 2022
Buying into a mutual fund just because its NAV is low, is a meaningless exercise.
Jul 21, 2022
With the advent of technology, starting SIPs online has become a trend.