MF: Is your investment in a fund worth the risk? Zerodha explains information ratio on returns

MF: Is your investment in a fund worth the risk? Zerodha explains information ratio on returns

The Securities and Exchange Board of India (SEBI) has mandated mutual funds to disclose the Information Ratio (IR) as a new metric for evaluating the risk-adjusted returns (RAR) of equity-oriented schemes. Disclosure of IR, a financial metric used to measure the Risk-adjusted Return (RAR) of a scheme portfolio, will only be applicable to equity-oriented schemes. … Read more

Mutual fund investment: What is the Rule 72 and Rule 144 in mutual funds? How can it help investors?

Mutual fund investment: What is the Rule 72 and Rule 144 in mutual funds? How can it help investors?

Mutual funds are a popular choice among investors due to their versatility and accessibility. They provide a strategic avenue for investors to participate in the stock market, debt market, and the overall economy. One of the key advantages of mutual funds is their ability to deliver risk-adjusted returns, which is vital in today’s constantly changing … Read more

Looking for schemes with highest risk-adjusted returns? Check out these top 5 options

Looking for schemes with highest risk-adjusted returns? Check out these top 5 options

While percentage of returns from investments is one of the criteria for choosing a fund, investors must be mindful of the risks associated with them. One way to look at the options is to see their risk-adjusted returns. We have collated a list of 5 investment schemes with highest risk-adjusted returns over a three-year period. … Read more