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Measuring Risk & Return of Mutual Fund
[…] the returns of the index during the up-market, and multiplying that factor by 100 . Upside capture ratios for funds are calculated by taking the fund’s monthly/ annual return…
Learn About Mutual Funds Classification From Mutual Fund Course
[…] These schemes are a cross between an open-ended and a close-ended structure. These schemes are open for both purchase and redemption during pre-specified intervals (viz. monthly, quarterly, annually etc.)…
How To Analyse Equity Mutual Fund
[…] Return Relationship While looking at a mutual fund scheme’s performance, one must not be led by the scheme’s return in isolation. A scheme may have generated 10% annualized return…
Know Products In Secondary Market From Stock Market Course
We explore the basics of stock trading and understand what makes the stock move on a minute by minute basis. We also explore concept of return calculation. ..
Sharpe Ratio
[…] returns of an investment. A high standard deviation means there is a huge difference between the principal returns and the returns of an investment. For example- The annual Sharpe…
Learn About Risk & Expected Return From Stock Market Course
[…] a dividend @ 40% for the year 2006-07. The market price of share as on 1-4-2006 was Rs. 104 and on 31-3-2007 was Rs. 128. Calculate the annual return…
Key Metrics to Be Followed While Evaluating Mutual Fund
[…] with low risk adjusted returns may be appropriate for investors with a low risk tolerance or long term investment horizon. Expense Ratio An expense ratio is the annual cost…
Understanding The Performance Of Your Fund
[…] bonds the fund owns. Together, those capital returns and income returns make up total returns. Total-return numbers for periods longer than one year are typically represented as annualized returns.…
Debentures
[…] of security for investors. This makes debentures an appealing option for those who prioritize capital preservation. Regular Interest Payments Debenture holders receive periodic interest payments, usually semi- annually or…
Types Of Insurance – What Is Term Life, Unit Linked Insurance Plan, Whole Life & Endowment Insurance
[…] other needs, to the immediate family in the absence of the breadwinner. An approximate corpus can be easily derived by doing the simple math of multiplying the annual income…