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#mutual fund comparison

2 articles

Investor Education

How to Compare Two Mutual Funds in India: A Data-Driven Guide

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.

#mutual fund comparison #fund analysis #risk-adjusted returns

Deepak Jha15 September 20269 min read

Mutual Funds

Index Fund vs Active Fund India: A Data-Driven Comparison for Investors

Index funds mirror a benchmark, offering lower costs, while active funds aim to outperform through stock selection. SEBI data shows direct plan index funds can have TERs below 0.20%, significantly impacting long-term returns compared to active funds.

#index funds #active funds #expense ratio

Deepak Jha10 September 20269 min read