4 articles
Understanding how to read your CAS statement in India is crucial for portfolio analysis, revealing hidden costs like regular plan TERs and potential overlaps across mutual funds. This guide details the process and highlights key metrics to verify, based on SEBI guidelines.
Small cap funds, targeting companies ranked 251st and below by market cap per SEBI, are suitable for investors with high risk tolerance. These funds typically exhibit higher volatility, with standard deviations often exceeding category averages, but offer substantial growth potential over a 7-10 year horizon.
This Quant Small Cap Fund review for 2026 analyses its performance, expense structure, and portfolio composition. The fund's direct plan TER is typically around 0.60%, significantly impacting long-term wealth creation compared to regular plans.
The Sharpe Ratio measures a fund's excess return above the risk-free rate per unit of volatility. Per SEBI, a ratio above 1.0 signals efficient risk-adjusted performance.