3 articles
A Systematic Investment Plan (SIP) during a market crash allows investors to benefit from rupee cost averaging, acquiring more units at lower Net Asset Values (NAV). Historical data, such as AMFI's SIP AUM growth, consistently shows the resilience of disciplined investing over market cycles.
Understanding risk in small cap mutual funds in India requires more than just performance numbers. Per SEBI's categorisation circular SEBI/HO/IMD/DF3/CIR/P/2017/114, these funds invest in companies ranked 251st onwards by market cap, leading to higher volatility and unique liquidity challenges.
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.