7 articles
Rolling returns offer a robust measure of mutual fund performance consistency, averaging returns over multiple overlapping periods. This metric provides a clearer picture of a fund's behavior across varied market cycles, as mandated by SEBI guidelines for fair performance disclosure.
Comparing two mutual funds in India requires a rigorous, data-driven approach, moving beyond headline returns. Focus on risk-adjusted metrics like Sharpe Ratio, expense ratios (TER), and portfolio overlap, as mandated by SEBI guidelines for investor transparency.
Evaluating the best small cap funds in India for 2026 requires moving beyond raw returns to risk-adjusted metrics like Sharpe Ratio and expense efficiency. This analysis reveals how direct plans can save 0.50-1.10% in TER annually, significantly impacting long-term wealth.
Learning how to read a mutual fund factsheet in India is crucial for informed decisions, providing key metrics like TER and risk ratios. AMFI data shows factsheets disclose vital details for over 1,500 schemes, enabling investors to compare performance and costs effectively.
Standard deviation in mutual funds quantifies a fund's volatility, indicating how much its returns deviate from the average. This crucial risk metric helps Indian investors assess potential fluctuations, as mandated by SEBI's risk-o-meter framework.
This Axis Bluechip Fund review for 2026 provides an in-depth analysis of its performance, expense structure, and portfolio. With an illustrative AUM of Rs 35,000 Crore, the fund targets large-cap stability with a direct plan TER of 0.45% as of July 2026.
TER is calculated by dividing annual operating costs by average daily net assets. SEBI caps equity TER at 2.25%. A 0.10% TER difference costs ₹1.4 lakh on ₹10 lakh over 20 years.