Corporate Bond Fund


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

हिंदी में: कॉर्पोरेट बॉन्ड फंड

Top Performing Corporate Bond Fund

Ranking Date: 30 September 2023

Fund Name BMSMONEY Corporate Bond Fund Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Icici Prudential Corporate Bond Fund

1 The Icici Prudential Corporate Bond Fund is a Corporate Bond Fund. In the Corporate Bond Fund category there are 19<sup>th</sup> funds. The fund has 16<sup>th</sup> KPIs that are in top quartile. The fund has 70% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. 7.81% 5.84% -0.26% -0.17% -1.21 -0.38 0.44

Nippon India Corporate Bond Fund

2 The Nippon India Corporate Bond Fund is a Corporate Bond Fund. In the Corporate Bond Fund category there are 19<sup>th</sup> funds. The fund has ninth KPIs that are in top quartile. The fund has 82% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. 7.85% 5.92% -0.50% -0.14% -1.08 -0.35 0.45

Aditya Birla Sun Life Corporate Bond Fund

3 The Aditya Birla Sun Life Corporate Bond Fund is a Corporate Bond Fund. In the Corporate Bond Fund category there are 19<sup>th</sup> funds. The fund has 16<sup>th</sup> KPIs that are in top quartile. The fund has 70% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. 7.83% 5.81% -0.77% -0.82% -1.09 -0.34 0.44

Kotak Corporate Bond Fund

4 The Kotak Corporate Bond Fund is a Corporate Bond Fund. In the Corporate Bond Fund category there are 19<sup>th</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. 7.57% 5.43% -0.58% -0.79% -1.62 -0.47 0.42

Hdfc Corporate Bond Fund

5 The Hdfc Corporate Bond Fund is a Corporate Bond Fund. In the Corporate Bond Fund category there are 19<sup>th</sup> funds. The fund has ninth KPIs that are in top quartile. The fund has 39% of the KPIs that are in top quartile. The fund has fifth KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. 7.85% 5.58% -1.09% -1.59% -1.04 -0.32 0.44

Axis Corporate Debt Fund

6 The Axis Corporate Debt Fund is a Corporate Bond Fund. In the Corporate Bond Fund category there are 19<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has first performance parameter that is in bottom quartile. 7.39% 5.27% -0.60% -0.56% -1.56 -0.46 0.44

Pgim India Corporate Bond Fund

7 The Pgim India Corporate Bond Fund is a Corporate Bond Fund. In the Corporate Bond Fund category there are 19<sup>th</sup> funds. The fund has seventh KPIs that are in top quartile. The fund has 30% of the KPIs that are in top quartile. The fund has seventh KPIs that are in bottom quartile. The fund has 30% of the KPIs that are in bottom quartile. 6.90% 5.02% -0.29% -0.40% -1.82 -0.52 0.42

Sundaram Corporate Bond Fund

8 The Sundaram Corporate Bond Fund is a Corporate Bond Fund. In the Corporate Bond Fund category there are 19<sup>th</sup> funds. The fund has sixth KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has fifth KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. 6.55% 5.11% -0.66% -1.14% -1.87 -0.51 0.41

Franklin India Corporate Debt Fund

9 The Franklin India Corporate Debt Fund is a Corporate Bond Fund. In the Corporate Bond Fund category there are 19<sup>th</sup> funds. The fund has fourth KPIs that are in top quartile. The fund has 17% of the KPIs that are in top quartile. The fund has 13<sup>th</sup> KPIs that are in bottom quartile. The fund has 57% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 6.86% 4.97% -0.63% -0.50% -1.56 -0.46 0.46

Uti Corporate Bond Fund

10 The Uti Corporate Bond Fund is a Corporate Bond Fund. In the Corporate Bond Fund category there are 19<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. 7.44% 5.24% -0.78% -0.99% -1.53 -0.45 0.45

Idfc Corporate Bond Fund

11 The Idfc Corporate Bond Fund is a Corporate Bond Fund. In the Corporate Bond Fund category there are 19<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 36% of the KPIs that are in bottom quartile. 7.10% 5.05% -1.33% -1.52% -1.24 -0.38 0.47

Canara Robeco Corporate Bond Fund

12 The Canara Robeco Corporate Bond Fund is a Corporate Bond Fund. In the Corporate Bond Fund category there are 19<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has 16<sup>th</sup> KPIs that are in bottom quartile. The fund has 70% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 6.54% 4.57% -0.90% -0.87% -1.96 -0.53 0.46

Sbi Corporate Bond Fund

13 The Sbi Corporate Bond Fund is a Corporate Bond Fund. In the Corporate Bond Fund category there are 19<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 36% of the KPIs that are in bottom quartile. 7.19% 4.96% -0.90% -1.18% -1.74 -0.49 0.43

Invesco India Corporate Bond Fund

14 The Invesco India Corporate Bond Fund is a Corporate Bond Fund. In the Corporate Bond Fund category there are 19<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has ninth KPIs that are in bottom quartile. The fund has 39% of the KPIs that are in bottom quartile. 7.34% 4.98% -1.04% -1.16% -1.77 -0.48 0.41

Dsp Corporate Bond Fund

15 The Dsp Corporate Bond Fund is a Corporate Bond Fund. In the Corporate Bond Fund category there are 19<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has 15<sup>th</sup> KPIs that are in bottom quartile. The fund has 65% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 7.34% 4.31% -2.49% -2.51% -1.56 -0.45 0.45

Union Corporate Bond Fund

16 The Union Corporate Bond Fund is a Corporate Bond Fund. In the Corporate Bond Fund category there are 19<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has 14<sup>th</sup> KPIs that are in bottom quartile. The fund has 61% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 6.96% 4.74% -1.16% -1.55% -1.58 -0.46 0.45

****NO INVESTMENT ADVICE!!!***
The ranking is based on historical performance of the fund. It does not guarantee superior future performance. All analysis presented is for information purposes only.


Returns (Regular Plan)

As On: 23 February 2024
Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
Aditya Birla Sun Life Corporate Bond Fund
-0.01
18
0.89
3
2.26
2
3.67
1
7.83
3
5.81
3
7.37
1
Baroda BNP Paribas Corporate Bond Fund
-0.03
19
0.96
1
2.26
3
3.56
3
7.64
5
Canara Robeco Corporate Bond Fund
-0.00
14
0.72
15
1.87
17
3.10
18
6.54
19
4.57
15
6.09
15
DSP Corporate Bond Fund
0.01
3
0.69
17
2.05
12
3.33
13
7.34
10
4.31
16
6.35
12
Franklin India Corporate Debt Fund
0.01
5
0.59
18
1.71
18
3.18
16
6.86
17
4.97
12
6.31
14
HDFC Corporate Bond Fund
0.01
4
0.88
4
2.15
6
3.53
6
7.85
1
5.58
4
7.27
2
ICICI Prudential Corporate Bond Fund
0.01
10
0.69
16
1.93
16
3.46
9
7.81
4
5.84
2
7.25
3
IDFC Corporate Bond Fund
0.02
1
0.57
19
1.68
19
3.31
14
7.10
13
5.05
9
6.52
10
Invesco India Corporate Bond Fund
0.00
11
0.84
5
2.19
4
3.50
7
7.34
11
4.98
11
6.72
6
Kotak Corporate Bond Fund
-0.00
13
0.81
8
2.15
5
3.53
5
7.57
6
5.43
5
6.66
8
Mirae Asset Corporate Bond Fund
0.01
7
0.80
9
2.03
13
3.06
19
6.89
16
Nippon India Corporate Bond Fund
0.01
9
0.89
2
2.27
1
3.63
2
7.85
2
5.92
1
6.68
7
SBI Corporate Bond Fund
0.01
6
0.72
14
1.95
15
3.27
15
7.19
12
4.96
13
6.63
9
Sundaram Corporate Bond Fund
-0.01
17
0.76
13
2.12
8
3.45
11
6.55
18
5.11
8
7.09
5
Tata Corporate Bond Fund
-0.00
15
0.82
7
2.13
7
3.48
8
7.36
9
Union Corporate Bond Fund
0.02
2
0.77
12
2.12
9
3.36
12
6.96
14
4.74
14
5.35
16
UTI Corporate Bond Fund
-0.01
16
0.79
11
2.12
10
3.53
4
7.44
7
5.24
7
7.18
4
PGIM India Corporate Bond Fund
0.01
8
0.79
10
1.96
14
3.18
17
6.90
15
5.02
10
6.42
11
Axis Corporate Debt Fund
0.00
12
0.84
6
2.11
11
3.45
10
7.39
8
5.27
6
6.35
13

Returns (Direct Plan)

As On: 23 February 2024
Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
Aditya Birla Sun Life Corporate Bond Fund
-0.01
18
0.89
3
2.26
2
3.67
1
7.83
3
5.81
3
7.37
1
Baroda BNP Paribas Corporate Bond Fund
-0.03
19
0.96
1
2.26
3
3.56
3
7.64
5
Canara Robeco Corporate Bond Fund
-0.00
14
0.72
15
1.87
17
3.10
18
6.54
19
4.57
15
6.09
15
DSP Corporate Bond Fund
0.01
3
0.69
17
2.05
12
3.33
13
7.34
10
4.31
16
6.35
12
Franklin India Corporate Debt Fund
0.01
5
0.59
18
1.71
18
3.18
16
6.86
17
4.97
12
6.31
14
HDFC Corporate Bond Fund
0.01
4
0.88
4
2.15
6
3.53
6
7.85
1
5.58
4
7.27
2
ICICI Prudential Corporate Bond Fund
0.01
10
0.69
16
1.93
16
3.46
9
7.81
4
5.84
2
7.25
3
IDFC Corporate Bond Fund
0.02
1
0.57
19
1.68
19
3.31
14
7.10
13
5.05
9
6.52
10
Invesco India Corporate Bond Fund
0.00
11
0.84
5
2.19
4
3.50
7
7.34
11
4.98
11
6.72
6
Kotak Corporate Bond Fund
-0.00
13
0.81
8
2.15
5
3.53
5
7.57
6
5.43
5
6.66
8
Mirae Asset Corporate Bond Fund
0.01
7
0.80
9
2.03
13
3.06
19
6.89
16
Nippon India Corporate Bond Fund
0.01
9
0.89
2
2.27
1
3.63
2
7.85
2
5.92
1
6.68
7
SBI Corporate Bond Fund
0.01
6
0.72
14
1.95
15
3.27
15
7.19
12
4.96
13
6.63
9
Sundaram Corporate Bond Fund
-0.01
17
0.76
13
2.12
8
3.45
11
6.55
18
5.11
8
7.09
5
Tata Corporate Bond Fund
-0.00
15
0.82
7
2.13
7
3.48
8
7.36
9
Union Corporate Bond Fund
0.02
2
0.77
12
2.12
9
3.36
12
6.96
14
4.74
14
5.35
16
UTI Corporate Bond Fund
-0.01
16
0.79
11
2.12
10
3.53
4
7.44
7
5.24
7
7.18
4
PGIM India Corporate Bond Fund
0.01
8
0.79
10
1.96
14
3.18
17
6.90
15
5.02
10
6.42
11
Axis Corporate Debt Fund
0.00
12
0.84
6
2.11
11
3.45
10
7.39
8
5.27
6
6.35
13
Click on + to See Details
As On: 23 February 2024
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Corporate Bond Fund

0.63
1
1.62
2
3.77
4
4.67
3
6.88
1

Axis Corporate Debt Fund

0.56
6
1.43
11
3.60
8
4.16
4
6.47
6

Franklin India Corporate Debt Fund

0.52
15
1.46
8
3.39
16
3.76
9
5.66
13

Canara Robeco Corporate Bond Fund

0.49
18
1.27
18
3.17
18
3.35
13
5.43
16

Dsp Corporate Bond Fund

0.50
17
1.35
15
3.47
14
2.37
16
5.47
14

Hdfc Corporate Bond Fund

0.58
3
1.58
4
3.81
3
3.93
8
6.49
5

Icici Prudential Corporate Bond Fund

0.61
2
1.77
1
3.74
5
4.96
1
6.59
3

Idfc Corporate Bond Fund

0.56
7
1.60
3
3.42
15
3.28
14
6.26
8

Invesco India Corporate Bond Fund

0.54
10
1.41
13
3.51
12
3.47
12
6.08
10

Kotak Corporate Bond Fund

0.57
4
1.48
6
3.57
9
4.14
6
6.12
9

Nippon India Prime Debt Fund

0.56
5
1.48
5
3.88
1
4.72
2
6.31
7

Pgim India Premier Bond Fund

0.48
19
1.30
17
3.47
13
3.75
10
6.04
11

Sbi Corporate Bond Fund

0.53
12
1.41
12
3.53
11
3.67
11
6.01
12

Sundaram Corporate Bond Fund

0.53
13
1.45
9
3.04
19
4.14
5
6.69
2

Union Corporate Bond Fund

0.53
14
1.37
14
3.32
17
3.09
15
5.45
15

Uti Corporate Bond Fund

0.54
11
1.48
7
3.62
7
3.94
7
6.50
4

Mirae Asset Corporate Bond Fund

0.51
16
1.24
19
3.53
10

Tata Corporate Bond Fund

0.55
8
1.45
10
3.67
6

Baroda Bnp Paribas Corporate Bond Fund

0.54
9
1.33
16
3.83
2
As On: 23 February 2024
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Corporate Bond Fund

0.64
1
1.66
3
3.86
7
4.84
4
7.05
2

Axis Corporate Debt Fund

0.62
3
1.60
5
3.97
3
4.88
3
7.22
1

Franklin India Corporate Debt Fund

0.57
13
1.60
6
3.67
14
4.33
8
6.25
13

Canara Robeco Corporate Bond Fund

0.54
18
1.44
15
3.49
17
4.03
12
6.13
14

Dsp Corporate Bond Fund

0.52
19
1.41
18
3.60
15
2.63
16
5.74
16

Hdfc Corporate Bond Fund

0.60
4
1.64
4
3.95
5
4.24
10
6.77
7

Icici Prudential Corporate Bond Fund

0.63
2
1.82
1
3.86
6
5.27
1
6.92
4

Idfc Corporate Bond Fund

0.58
8
1.67
2
3.58
16
3.60
14
6.58
9

Invesco India Corporate Bond Fund

0.57
10
1.50
13
3.71
13
3.87
13
6.50
11

Kotak Corporate Bond Fund

0.60
5
1.56
9
3.75
12
4.51
5
6.47
12

Nippon India Prime Debt Fund

0.59
7
1.56
8
4.06
1
5.10
2
6.73
8

Pgim India Premier Bond Fund

0.54
17
1.50
14
3.84
8
4.43
6
6.82
5

Sbi Corporate Bond Fund

0.57
11
1.52
11
3.76
11
4.13
11
6.52
10

Sundaram Corporate Bond Fund

0.55
16
1.51
12
3.14
19
4.41
7
6.94
3

Union Corporate Bond Fund

0.55
15
1.44
16
3.47
18
3.45
15
5.79
15

Uti Corporate Bond Fund

0.57
12
1.55
10
3.79
9
4.28
9
6.82
6

Mirae Asset Corporate Bond Fund

0.55
14
1.35
19
3.77
10

Tata Corporate Bond Fund

0.59
6
1.58
7
3.95
4

Baroda Bnp Paribas Corporate Bond Fund

0.58
9
1.42
17
4.02
2
As On: 30 September 2023
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Corporate Bond Fund

-0.82
7
-0.77
8
-0.71
13
1.37
11
1.05
11

Baroda Bnp Paribas Corporate Bond Fund

Canara Robeco Corporate Bond Fund

-0.87
8
-0.90
11
-0.42
5
1.37
10
1.02
10

Dsp Corporate Bond Fund

-2.51
16
-2.49
16
-1.25
16
1.85
16
1.45
16

Franklin India Corporate Debt Fund

-0.50
4
-0.63
6
-0.37
4
1.30
7
0.93
7

Hdfc Corporate Bond Fund

-1.59
15
-1.09
13
-1.03
15
1.63
13
1.25
14

Icici Prudential Corporate Bond Fund

-0.17
2
-0.26
1
-0.13
1
1.10
1
0.80
2

Idfc Corporate Bond Fund

-1.52
13
-1.33
15
-0.62
11
1.69
15
1.29
15

Invesco India Corporate Bond Fund

-1.16
11
-1.04
12
-0.46
6
1.38
12
1.06
12

Kotak Corporate Bond Fund

-0.79
6
-0.58
4
-0.51
9
1.19
4
0.87
5

Nippon India Corporate Bond Fund

-0.14
1
-0.50
3
-0.30
3
1.20
5
0.86
3

Sbi Corporate Bond Fund

-1.18
12
-0.90
10
-0.78
14
1.34
8
1.00
9

Sundaram Corporate Bond Fund

-1.14
10
-0.66
7
-0.56
10
1.18
3
0.88
6

Union Corporate Bond Fund

-1.55
14
-1.16
14
-0.66
12
1.64
14
1.23
13

Uti Corporate Bond Fund

-0.99
9
-0.78
9
-0.46
7
1.35
9
0.99
8

Pgim India Corporate Bond Fund

-0.40
3
-0.29
2
-0.17
2
1.17
2
0.78
1

Axis Corporate Debt Fund

-0.56
5
-0.60
5
-0.47
8
1.22
6
0.87
4
As On: 30 September 2023
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Corporate Bond Fund

-1.09
3
-0.34
2
0.50
3
0.44
0.71
8 0.88 2
0.92
3
-0.02
1
0.44
2
0.3401
2

Baroda Bnp Paribas Corporate Bond Fund

Canara Robeco Corporate Bond Fund

-1.96
16
-0.53
16
0.38
14
0.46
1.71
6 0.45 10
0.80
7
-0.06
12
0.13
12
-0.8530
10

Dsp Corporate Bond Fund

-1.56
7
-0.45
6
0.32
16
0.45
0.56
10 0.67 4
0.72
10
-0.04
9
0.22
9
-1.7344
12

Franklin India Corporate Debt Fund

-1.56
8
-0.46
9
0.46
8
0.46
0.16
11 0.87 3
0.94
1
-0.02
3
0.38
3
-0.5805
7

Hdfc Corporate Bond Fund

-1.04
1
-0.32
1
0.47
4
0.44
2.45
2 0.52 7
0.83
4
-0.03
5
0.34
5
0.0824
4

Icici Prudential Corporate Bond Fund

-1.21
4
-0.38
4
0.55
1
0.44
2.43
3 0.57 6
0.50
12
-0.02
4
0.44
1
0.5857
1

Idfc Corporate Bond Fund

-1.24
5
-0.38
5
0.42
11
0.47

Invesco India Corporate Bond Fund

-1.77
13
-0.48
12
0.40
13
0.41
-1.14
12 1.09 1
0.93
2
-0.02
2
0.38
4
-0.6857
9

Kotak Corporate Bond Fund

-1.62
11
-0.47
11
0.47
6
0.42
2.16
5 0.46 9
0.77
8
-0.04
8
0.27
8
-0.4863
5

Nippon India Corporate Bond Fund

-1.08
2
-0.35
3
0.54
2
0.45

Sbi Corporate Bond Fund

-1.74
12
-0.49
13
0.42
12
0.43

Sundaram Corporate Bond Fund

-1.87
15
-0.51
14
0.44
10
0.41
2.41
4 0.40 11
0.74
9
-0.06
10
0.17
10
0.1954
3

Union Corporate Bond Fund

-1.58
10
-0.46
8
0.38
15
0.45
0.64
9 0.62 5
0.82
6
-0.04
7
0.27
7
-1.2104
11

Uti Corporate Bond Fund

-1.53
6
-0.45
7
0.45
9
0.45
1.70
7 0.52 8
0.82
5
-0.04
6
0.29
6
-0.6613
8

Pgim India Corporate Bond Fund

-1.82
14
-0.52
15
0.46
7
0.42
2.67
1 0.36 12
0.69
11
-0.06
11
0.16
11
-0.5278
6

Axis Corporate Debt Fund

-1.56
9
-0.46
10
0.47
5
0.44




Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

More Mutual Fund Analysis Article

Small cap mutual funds, as defined by SEBI and AMFI, primarily invest in companies ranked 251st onwards in terms of market capitalization. They offer high growth potential as they invest in smaller, growing companies that could yield high returns. Moreover, they can uncover undervalued stocks that are often under-researched. Small-cap funds also bounce back quickly from economic downturns due to their adaptability. However, they have drawbacks like high volatility, and liquidity risk, and require a longer investment horizon. Although they carry significant risk, with informed decision-making, a clear understanding of the risk-reward paradigm, and guidance from skilled fund managers, they can contribute significantly to wealth creation.
 

Large-cap mutual funds invest in large, established companies, offering investors the potential for consistent returns and lower risk due to their stability and diversification across sectors. These funds, managed by professional fund managers, also offer high liquidity and the potential for regular dividend payouts. However, drawbacks include limited growth potential, as these mature companies operate at or near their peak in saturated markets. Also, they aren't immune to economic downturns and offer less control to investors over their investments. The suitability of these funds depends on an individual's financial goals, risk tolerance, and investment horizon.

म्यूचुअल फंड में निवेश लंबी अवधि में धन बनाने के सबसे लोकप्रिय तरीकों में से एक है। हालांकि, किसी भी निवेश की तरह, म्यूचुअल फंड निवेश मे भी जोखिम हैं। निवेश निर्णय लेने के लिए इन जोखिमों को समझना और उनका आकलन करना आवश्यक है। इस लेख का उद्देश्य म्यूचुअल फंड मे प्रयोग किए जाने वाले कुछ प्रमुख जोखिम मूल्यांकन के तरीकों पे पर प्रकाश डालना है।  ये प्रमुख जोखिम मूल्यांकन के तरीके निम्नलिखित है: 

  1. स्टैन्डर्ड डीवीऐशन 
  2. सेमी डीवीऐशन
  3. वैल्यू एट रिस्क (VaR)
  4. ऐव्रिज ड्रॉ डाउन 
  5. मैक्समम ड्रॉ डाउन 

इनका डाटा अधिकांश फंड के लिए इस वेबसाईट पे उपलब्ध है.




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