Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
| Fund Name | BMSMONEY Medium Duration Fund Category Rank | Analysis | 1Y Return | 3Y Return | Max Drawdown | VaR 1Y 95% | Sharpe Ratio | Sortino Ratio | Hurst Index |
|---|---|---|---|---|---|---|---|---|---|
|
Icici Prudential Medium Term Bond Fund |
1 | The Icici Prudential Medium Term Bond Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 14<sup>th</sup> funds. The fund has 19<sup>th</sup> KPIs that are in top quartile. The fund has 83% 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. | 6.63% | 5.42% | -0.73% | -0.63% | -0.75 | -0.26 | 0.43 |
|
Aditya Birla Sun Life Medium Term Plan |
2 | The Aditya Birla Sun Life Medium Term Plan is a Medium Duration Fund. In the Medium Duration Fund category there are 14<sup>th</sup> funds. The fund has 13<sup>th</sup> KPIs that are in top quartile. The fund has 57% 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 fifth KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. | 6.38% | 12.54% | -1.76% | -0.58% | 0.56 | 0.99 | 0.52 |
|
Axis Strategic Bond Fund |
3 | The Axis Strategic Bond Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 14<sup>th</sup> funds. The fund has tenth KPIs that are in top quartile. The fund has 53% 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. | 6.63% | 5.32% | -0.86% | -1.15% | -0.79 | -0.27 | 0.43 |
|
Sbi Magnum Medium Duration Fund |
4 | The Sbi Magnum Medium Duration Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 14<sup>th</sup> funds. The fund has tenth KPIs that are in top quartile. The fund has 53% 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 first performance parameter that is in bottom quartile. | 6.79% | 4.75% | -1.07% | -1.50% | -0.93 | -0.31 | 0.46 |
|
Hdfc Medium Term Debt Fund |
5 | The Hdfc Medium Term Debt Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 14<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. | 6.26% | 4.77% | -1.42% | -2.05% | -0.83 | -0.28 | 0.45 |
|
Uti Medium Term Fund |
6 | The Uti Medium Term Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 14<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 sixth KPIs that are in bottom quartile. The fund has 26% of the KPIs that are in bottom quartile. | 5.77% | 4.84% | -1.31% | -2.15% | -0.72 | -0.30 | 0.51 |
|
Nippon India Strategic Debt Fund |
7 | The Nippon India Strategic Debt Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 14<sup>th</sup> funds. The fund has eighth KPIs that are in top quartile. The fund has 42% of the KPIs that are in top quartile. The fund has seventh KPIs that are in bottom quartile. The fund has 37% of the KPIs that are in bottom quartile. | 6.55% | 8.67% | -1.13% | -0.92% | 0.25 | 0.44 | 0.52 |
|
Dsp Bond Fund |
8 | The Dsp Bond Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 14<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 16% of the KPIs that are in top quartile. The fund has seventh KPIs that are in bottom quartile. The fund has 37% of the KPIs that are in bottom quartile. | 6.34% | 4.30% | -1.39% | -2.12% | -1.24 | -0.38 | 0.42 |
|
Kotak Medium Term Fund |
9 | The Kotak Medium Term Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 14<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 21% of the KPIs that are in bottom quartile. | 5.49% | 4.50% | -1.10% | -1.22% | -0.91 | -0.30 | 0.47 |
|
Union Medium Duration Fund |
10 | The Union Medium Duration Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 14<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has 12<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. | 5.99% | 3.52% | -2.37% | -3.73% | -1.30 | -0.38 | 0.39 |
|
Sundaram Medium Term Bond Fund |
11 | The Sundaram Medium Term Bond Fund is a Medium Duration Fund. In the Medium Duration Fund category there are 14<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has 19<sup>th</sup> KPIs that are in bottom quartile. The fund has 83% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 4.68% | 2.36% | -2.23% | -3.33% | -2.11 | -0.55 | 0.41 |
|
Idfc Bond Fund - Medium Term Plan |
12 | The Idfc Bond Fund - Medium Term Plan is a Medium Duration Fund. In the Medium Duration Fund category there are 14<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has 15<sup>th</sup> KPIs that are in bottom quartile. The fund has 79% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 5.52% | 3.14% | -2.57% | -4.07% | -1.43 | -0.42 | 0.40 |
****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.
| 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 Medium Term Plan |
0.02
|
10 |
0.11
|
9 |
0.59
|
9 |
1.14
|
10 |
2.32
|
6 |
6.38
|
6 |
12.54
|
1 |
8.09
|
1 |
| Baroda BNP Paribas Medium Duration Fund |
0.04
|
4 |
0.09
|
12 |
0.58
|
10 |
1.15
|
8 |
2.27
|
8 |
6.60
|
4 |
|
|
||
| DSP Bond Fund |
0.01
|
13 |
0.09
|
11 |
0.47
|
14 |
1.38
|
2 |
2.39
|
4 |
6.34
|
7 |
4.30
|
9 |
4.94
|
8 |
| HDFC Medium Term Debt Fund |
0.02
|
12 |
0.10
|
10 |
0.55
|
13 |
1.15
|
9 |
2.32
|
7 |
6.26
|
8 |
4.77
|
6 |
6.70
|
5 |
| ICICI Prudential Medium Term Bond Fund |
0.03
|
6 |
0.14
|
5 |
0.65
|
3 |
1.44
|
1 |
2.67
|
1 |
6.63
|
2 |
5.42
|
3 |
7.20
|
3 |
| IDFC Bond Fund - Medium Term Plan |
0.07
|
1 |
0.22
|
1 |
0.78
|
1 |
1.22
|
7 |
1.67
|
13 |
5.52
|
11 |
3.14
|
11 |
5.89
|
6 |
| Invesco India Medium Duration Fund |
0.04
|
5 |
0.13
|
7 |
0.63
|
7 |
1.11
|
12 |
1.90
|
12 |
5.49
|
13 |
|
|
||
| Kotak Medium Term Fund |
-0.03
|
14 |
0.06
|
14 |
0.55
|
12 |
1.33
|
3 |
2.33
|
5 |
5.49
|
12 |
4.50
|
8 |
5.84
|
7 |
| Nippon India Strategic Debt Fund |
0.02
|
11 |
0.07
|
13 |
0.65
|
4 |
1.12
|
11 |
2.08
|
10 |
6.55
|
5 |
8.67
|
2 |
-1.09
|
11 |
| SBI Magnum Medium Duration Fund |
0.03
|
9 |
0.12
|
8 |
0.57
|
11 |
1.27
|
5 |
2.59
|
2 |
6.79
|
1 |
4.75
|
7 |
7.52
|
2 |
| Sundaram Medium Term Bond Fund |
0.05
|
2 |
0.15
|
3 |
0.64
|
5 |
0.97
|
14 |
1.31
|
14 |
4.68
|
14 |
2.36
|
12 |
4.37
|
9 |
| Union Medium Duration Fund |
0.05
|
3 |
0.18
|
2 |
0.63
|
6 |
1.22
|
6 |
2.04
|
11 |
5.99
|
9 |
3.52
|
10 |
|
|
| UTI Medium Term Fund |
0.03
|
8 |
0.14
|
6 |
0.61
|
8 |
1.06
|
13 |
2.17
|
9 |
5.77
|
10 |
4.84
|
5 |
4.19
|
10 |
| Axis Strategic Bond Fund |
0.03
|
7 |
0.14
|
4 |
0.69
|
2 |
1.33
|
4 |
2.44
|
3 |
6.63
|
3 |
5.32
|
4 |
6.74
|
4 |
| 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 Medium Term Plan |
0.02
|
10 |
0.11
|
9 |
0.59
|
9 |
1.14
|
10 |
2.32
|
6 |
6.38
|
6 |
12.54
|
1 |
8.09
|
1 |
| Baroda BNP Paribas Medium Duration Fund |
0.04
|
4 |
0.09
|
12 |
0.58
|
10 |
1.15
|
8 |
2.27
|
8 |
6.60
|
4 |
|
|
||
| DSP Bond Fund |
0.01
|
13 |
0.09
|
11 |
0.47
|
14 |
1.38
|
2 |
2.39
|
4 |
6.34
|
7 |
4.30
|
9 |
4.94
|
8 |
| HDFC Medium Term Debt Fund |
0.02
|
12 |
0.10
|
10 |
0.55
|
13 |
1.15
|
9 |
2.32
|
7 |
6.26
|
8 |
4.77
|
6 |
6.70
|
5 |
| ICICI Prudential Medium Term Bond Fund |
0.03
|
6 |
0.14
|
5 |
0.65
|
3 |
1.44
|
1 |
2.67
|
1 |
6.63
|
2 |
5.42
|
3 |
7.20
|
3 |
| IDFC Bond Fund - Medium Term Plan |
0.07
|
1 |
0.22
|
1 |
0.78
|
1 |
1.22
|
7 |
1.67
|
13 |
5.52
|
11 |
3.14
|
11 |
5.89
|
6 |
| Invesco India Medium Duration Fund |
0.04
|
5 |
0.13
|
7 |
0.63
|
7 |
1.11
|
12 |
1.90
|
12 |
5.49
|
13 |
|
|
||
| Kotak Medium Term Fund |
-0.03
|
14 |
0.06
|
14 |
0.55
|
12 |
1.33
|
3 |
2.33
|
5 |
5.49
|
12 |
4.50
|
8 |
5.84
|
7 |
| Nippon India Strategic Debt Fund |
0.02
|
11 |
0.07
|
13 |
0.65
|
4 |
1.12
|
11 |
2.08
|
10 |
6.55
|
5 |
8.67
|
2 |
-1.09
|
11 |
| SBI Magnum Medium Duration Fund |
0.03
|
9 |
0.12
|
8 |
0.57
|
11 |
1.27
|
5 |
2.59
|
2 |
6.79
|
1 |
4.75
|
7 |
7.52
|
2 |
| Sundaram Medium Term Bond Fund |
0.05
|
2 |
0.15
|
3 |
0.64
|
5 |
0.97
|
14 |
1.31
|
14 |
4.68
|
14 |
2.36
|
12 |
4.37
|
9 |
| Union Medium Duration Fund |
0.05
|
3 |
0.18
|
2 |
0.63
|
6 |
1.22
|
6 |
2.04
|
11 |
5.99
|
9 |
3.52
|
10 |
|
|
| UTI Medium Term Fund |
0.03
|
8 |
0.14
|
6 |
0.61
|
8 |
1.06
|
13 |
2.17
|
9 |
5.77
|
10 |
4.84
|
5 |
4.19
|
10 |
| Axis Strategic Bond Fund |
0.03
|
7 |
0.14
|
4 |
0.69
|
2 |
1.33
|
4 |
2.44
|
3 |
6.63
|
3 |
5.32
|
4 |
6.74
|
4 |
| 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 Medium Term Plan |
0.50
|
3 |
1.51
|
2 |
3.87
|
2 |
20.42
|
1 |
5.29
|
6 |
| Axis Strategic Bond Fund |
0.50
|
4 |
1.47
|
5 |
3.67
|
5 |
4.94
|
5 |
6.90
|
3 |
| Dsp Bond Fund |
0.48
|
7 |
1.47
|
4 |
3.62
|
6 |
3.45
|
9 |
5.28
|
7 |
| Hdfc Medium Term Debt Fund |
0.48
|
6 |
1.41
|
7 |
3.61
|
7 |
4.44
|
7 |
6.32
|
4 |
| Icici Prudential Medium Term Bond Fund |
0.50
|
2 |
1.47
|
3 |
3.72
|
4 |
5.13
|
4 |
7.36
|
1 |
| Idfc Bond Fund - Medium Term Plan |
0.43
|
11 |
1.19
|
13 |
3.08
|
12 |
2.50
|
11 |
5.23
|
8 |
| Kotak Medium Term Fund |
0.42
|
12 |
1.30
|
10 |
2.83
|
13 |
4.44
|
6 |
6.07
|
5 |
| Nippon India Strategic Debt Fund |
0.38
|
13 |
1.25
|
11 |
3.21
|
10 |
6.70
|
2 |
-3.94
|
11 |
| Sbi Magnum Medium Duration Fund |
0.51
|
1 |
1.53
|
1 |
3.82
|
3 |
4.06
|
8 |
7.22
|
2 |
| Sundaram Medium Term Bond Fund |
0.33
|
14 |
1.05
|
14 |
2.77
|
14 |
1.71
|
12 |
3.36
|
9 |
| Uti Medium Term Fund |
0.46
|
8 |
1.33
|
9 |
3.32
|
9 |
5.38
|
3 |
3.07
|
10 |
| Union Medium Duration Fund |
0.46
|
9 |
1.34
|
8 |
3.36
|
8 |
2.99
|
10 |
|
|
| Invesco India Medium Duration Fund |
0.44
|
10 |
1.25
|
12 |
3.20
|
11 |
|
|
||
| Baroda Bnp Paribas Medium Duration Fund |
0.50
|
5 |
1.44
|
6 |
3.91
|
1 |
|
|
||
| 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 Medium Term Plan |
0.56
|
1 |
1.68
|
1 |
4.22
|
1 |
21.32
|
1 |
5.98
|
6 |
| Axis Strategic Bond Fund |
0.56
|
3 |
1.64
|
3 |
4.03
|
5 |
5.68
|
5 |
7.65
|
3 |
| Dsp Bond Fund |
0.51
|
9 |
1.55
|
6 |
3.81
|
7 |
3.81
|
9 |
5.68
|
8 |
| Hdfc Medium Term Debt Fund |
0.54
|
5 |
1.58
|
5 |
3.98
|
6 |
5.23
|
7 |
7.15
|
4 |
| Icici Prudential Medium Term Bond Fund |
0.56
|
2 |
1.64
|
4 |
4.06
|
3 |
5.88
|
4 |
8.07
|
1 |
| Idfc Bond Fund - Medium Term Plan |
0.49
|
11 |
1.36
|
13 |
3.45
|
12 |
3.22
|
11 |
5.96
|
7 |
| Kotak Medium Term Fund |
0.50
|
10 |
1.54
|
7 |
3.35
|
13 |
5.53
|
6 |
7.11
|
5 |
| Nippon India Strategic Debt Fund |
0.43
|
13 |
1.39
|
11 |
3.50
|
10 |
7.29
|
2 |
-3.34
|
11 |
| Sbi Magnum Medium Duration Fund |
0.56
|
4 |
1.66
|
2 |
4.09
|
2 |
4.62
|
8 |
7.74
|
2 |
| Sundaram Medium Term Bond Fund |
0.41
|
14 |
1.29
|
14 |
3.16
|
14 |
2.74
|
12 |
4.33
|
9 |
| Uti Medium Term Fund |
0.51
|
8 |
1.48
|
10 |
3.64
|
9 |
6.04
|
3 |
3.78
|
10 |
| Union Medium Duration Fund |
0.48
|
12 |
1.39
|
12 |
3.47
|
11 |
3.35
|
10 |
|
|
| Invesco India Medium Duration Fund |
0.51
|
7 |
1.48
|
9 |
3.69
|
8 |
|
|
||
| Baroda Bnp Paribas Medium Duration Fund |
0.52
|
6 |
1.51
|
8 |
4.05
|
4 |
|
|
||
| Fund Name | VaR 1 Y 95% | Max Drawdown | Average Drawdown | Standard Deviation | Semi Deviation | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Medium Term Plan |
-0.58
|
1 |
-1.76
|
9 |
-1.11
|
12 |
9.60
|
12 |
2.66
|
12 |
| Baroda Bnp Paribas Medium Duration Fund |
|
|
|
|
|
|||||
| Dsp Bond Fund |
-2.12
|
8 |
-1.39
|
7 |
-0.74
|
9 |
1.82
|
5 |
1.39
|
6 |
| Hdfc Medium Term Debt Fund |
-2.05
|
7 |
-1.42
|
8 |
-0.57
|
5 |
1.78
|
4 |
1.32
|
4 |
| Icici Prudential Medium Term Bond Fund |
-0.63
|
2 |
-0.73
|
1 |
-0.36
|
1 |
1.42
|
1 |
1.02
|
1 |
| Idfc Bond Fund - Medium Term Plan |
-4.07
|
12 |
-2.57
|
12 |
-0.90
|
11 |
2.30
|
9 |
1.79
|
10 |
| Kotak Medium Term Fund |
-1.22
|
5 |
-1.10
|
4 |
-0.45
|
4 |
1.95
|
6 |
1.39
|
7 |
| Nippon India Strategic Debt Fund |
-0.92
|
3 |
-1.13
|
5 |
-0.44
|
3 |
8.18
|
11 |
2.01
|
11 |
| Sbi Magnum Medium Duration Fund |
-1.50
|
6 |
-1.07
|
3 |
-0.67
|
8 |
1.70
|
3 |
1.22
|
3 |
| Sundaram Medium Term Bond Fund |
-3.33
|
10 |
-2.23
|
10 |
-0.64
|
7 |
1.97
|
7 |
1.50
|
8 |
| Union Medium Duration Fund |
-3.73
|
11 |
-2.37
|
11 |
-0.86
|
10 |
2.21
|
8 |
1.75
|
9 |
| Uti Medium Term Fund |
-2.15
|
9 |
-1.31
|
6 |
-0.61
|
6 |
2.37
|
10 |
1.34
|
5 |
| Axis Strategic Bond Fund |
-1.15
|
4 |
-0.86
|
2 |
-0.44
|
2 |
1.48
|
2 |
1.05
|
2 |
| 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 Medium Term Plan |
0.56
|
1 |
0.99
|
1 |
1.09
|
1 |
0.52
|
5.22
|
1 | 1.06 | 2 |
0.13
|
6 |
0.05
|
1 |
0.62
|
1 |
0.8769
|
2 |
| Baroda Bnp Paribas Medium Duration Fund |
|
|
|
|
|
|
|
|
|
||||||||||
| Dsp Bond Fund |
-1.24
|
9 |
-0.38
|
9 |
0.41
|
9 |
0.42
|
|
|
|
|
|
|||||||
| Hdfc Medium Term Debt Fund |
-0.83
|
6 |
-0.28
|
5 |
0.48
|
6 |
0.45
|
-0.26
|
4 | 1.08 | 1 |
0.86
|
2 |
-0.01
|
2 |
0.47
|
2 |
0.1550
|
4 |
| Icici Prudential Medium Term Bond Fund |
-0.75
|
4 |
-0.26
|
3 |
0.55
|
3 |
0.43
|
2.77
|
2 | 0.55 | 5 |
0.83
|
3 |
-0.02
|
3 |
0.41
|
4 |
0.7314
|
3 |
| Idfc Bond Fund - Medium Term Plan |
-1.43
|
11 |
-0.42
|
11 |
0.28
|
11 |
0.40
|
|
|
|
|
|
|||||||
| Kotak Medium Term Fund |
-0.91
|
7 |
-0.30
|
7 |
0.46
|
7 |
0.47
|
|
|
|
|
|
|||||||
| Nippon India Strategic Debt Fund |
0.25
|
2 |
0.44
|
2 |
0.82
|
2 |
0.52
|
|
|
|
|
|
|||||||
| Sbi Magnum Medium Duration Fund |
-0.93
|
8 |
-0.31
|
8 |
0.48
|
5 |
0.46
|
|
|
|
|
|
|||||||
| Sundaram Medium Term Bond Fund |
-2.11
|
12 |
-0.55
|
12 |
0.21
|
12 |
0.41
|
-1.48
|
6 | 0.77 | 4 |
0.79
|
4 |
-0.05
|
6 |
0.13
|
6 |
-2.0557
|
6 |
| Union Medium Duration Fund |
-1.30
|
10 |
-0.38
|
10 |
0.32
|
10 |
0.39
|
-0.57
|
5 | 0.86 | 3 |
0.89
|
1 |
-0.03
|
4 |
0.30
|
5 |
-0.6856
|
5 |
| Uti Medium Term Fund |
-0.72
|
3 |
-0.30
|
6 |
0.46
|
8 |
0.51
|
2.32
|
3 | 0.51 | 6 |
0.17
|
5 |
-0.03
|
5 |
0.42
|
3 |
1.0020
|
1 |
| Axis Strategic Bond Fund |
-0.79
|
5 |
-0.27
|
4 |
0.53
|
4 |
0.43
|
|
|
|
|
|
|||||||
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
More Mutual Fund Analysis ArticleSmall 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:
इनका डाटा अधिकांश फंड के लिए इस वेबसाईट पे उपलब्ध है.