Investors often review past performance to understand how an investment (including stocks and mutual funds) has behaved over time. However, past performance does not guarantee future returns.To assess the historical performance of a mutual fund, one should keep the following key factors in mind:Key Factors to Evaluate a Fund’s Historical Performance1. Expense RatioCheck the expense […]
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What Is the Sharpe Ratio?Sharpe ratio is a measure of a fund’s performance compared to the risk. This ratio helps to analyse if the fund’s returns are worth the risk taken.William Sharpe developed the Sharpe ratio in 1966. This ratio was earlier called the reward-to-volatility ratio. What Is the Sharpe Ratio Formula?Sharpe ratio is calculated using
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Updated on 01.12.2025 @ 8:30 PM Equity linked saving schemes mostly known as ELSS is a mutual fund scheme where your investments are eligible for deductions under 80C of the Income Tax Act. It means your investment can get the benefit of equity appreciation and tax benefits altogether. As per SEBI, ELSS has to invest
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Updated on 09.11.2025 @ 5:38 PMAs an investor, asking questions like ‘What are index funds in India” before investing is a solid way to educate yourself before making your investment. So, here is detailed information about Index funds In India and how they work, what are their benefits and drawbacks. As the name suggests, these funds
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Liquid Funds SEBI categorization of mutual fund schemes, define liquid funds as funds that invest in debt and money market securities which mature in 91 days only. They are called liquid because units can be converted to money and get credited to accounts very easily.Benefits of investing in liquid fundsA good alternative to savings accounts
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Sectoral mutual funds, Their Benefits and Drawbacks.As the name suggests, sectoral mutual funds invest primarily in the stocks of specific sectors, such as real estate/infrastructure, technology, pharmaceuticals, banking, and financial services.And, as per SEBI’s guidelines, these types of funds have to invest minimum 80% of their assets in equity and equity-related instruments. It means, 80%
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