Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
| Fund Name | BMSMONEY Medium to Long Duration Fund Category Rank | Analysis | 1Y Return | 3Y Return | Max Drawdown | VaR 1Y 95% | Sharpe Ratio | Sortino Ratio | Hurst Index |
|---|---|---|---|---|---|---|---|---|---|
|
Sbi Magnum Income Fund |
1 | The Sbi Magnum Income Fund is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13<sup>th</sup> funds. The fund has 22<sup>nd</sup> KPIs that are in top quartile. The fund has 96% 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. | 7.52% | 5.09% | -1.37% | -2.26% | -0.82 | -0.28 | 0.41 |
|
Uti Bond Fund |
2 | The Uti Bond Fund is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13<sup>th</sup> funds. The fund has 11<sup>th</sup> KPIs that are in top quartile. The fund has 48% 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. | 6.92% | 8.82% | -1.24% | -2.70% | 0.24 | 0.23 | 0.45 |
|
Icici Prudential Bond Fund |
3 | The Icici Prudential Bond Fund is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13<sup>th</sup> funds. The fund has 15<sup>th</sup> KPIs that are in top quartile. The fund has 79% 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. | 7.52% | 4.79% | -1.61% | -2.25% | -0.88 | -0.29 | 0.43 |
|
Bank Of India Conservative Hybrid Fund |
4 | The Bank Of India Conservative Hybrid Fund is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13<sup>th</sup> funds. The fund has 18<sup>th</sup> KPIs that are in top quartile. The fund has 78% 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 third KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. | 8.87% | 13.59% | -2.44% | -2.97% | 0.62 | 0.96 | 0.51 |
|
Lic Mf Bond Fund |
5 | The Lic Mf Bond Fund is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13<sup>th</sup> funds. The fund has eighth KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has third KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. | 7.34% | 3.97% | -1.59% | -3.24% | -1.29 | -0.40 | 0.40 |
|
Aditya Birla Sun Life Income Fund |
6 | The Aditya Birla Sun Life Income Fund is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13<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 first performance parameter that is in bottom quartile. | 6.98% | 4.93% | -2.20% | -4.00% | -0.69 | -0.23 | 0.46 |
|
Nippon India Income Fund |
7 | The Nippon India Income Fund is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 11% of the KPIs that are in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 11% of the KPIs that are in bottom quartile. | 7.30% | 4.14% | -2.70% | -3.15% | -1.05 | -0.32 | 0.46 |
|
Canara Robeco Income Fund |
8 | The Canara Robeco Income Fund is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13<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 tenth KPIs that are in bottom quartile. The fund has 43% of the KPIs that are in bottom quartile. | 5.85% | 3.41% | -1.84% | -3.22% | -1.47 | -0.44 | 0.41 |
|
Kotak Bond Fund |
9 | The Kotak Bond Fund is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has third KPIs that are in bottom quartile. The fund has 16% of the KPIs that are in bottom quartile. | 6.67% | 4.32% | -2.46% | -4.26% | -0.97 | -0.30 | 0.44 |
|
Hdfc Income Fund |
10 | The Hdfc Income Fund is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has tenth KPIs that are in bottom quartile. The fund has 43% of the KPIs that are in bottom quartile. | 6.22% | 3.40% | -2.59% | -3.66% | -1.36 | -0.40 | 0.40 |
|
Jm Medium To Long Duration Fund |
11 | The Jm Medium To Long Duration Fund is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13<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 52% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 6.64% | 3.03% | -2.75% | -4.20% | -1.14 | -0.37 | 0.45 |
|
Hsbc Debt Fund |
12 | The Hsbc Debt Fund is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has 21 <sup>st</sup> KPIs that are in bottom quartile. The fund has 91% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 6.00% | 3.04% | -2.82% | -4.96% | -1.37 | -0.40 | 0.43 |
|
Idfc Bond Fund - Income Plan |
13 | The Idfc Bond Fund - Income Plan is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has 18<sup>th</sup> KPIs that are in bottom quartile. The fund has 78% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 6.23% | 3.15% | -2.86% | -5.54% | -1.24 | -0.37 | 0.41 |
****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 Income Fund |
-0.08
|
10 |
-0.01
|
8 |
0.45
|
9 |
0.93
|
7 |
3.42
|
8 |
6.98
|
6 |
4.93
|
4 |
7.61
|
3 |
| Bank Of India Conservative Hybrid Fund |
0.21
|
1 |
0.16
|
1 |
1.41
|
1 |
2.97
|
1 |
6.99
|
1 |
8.87
|
1 |
13.59
|
1 |
7.80
|
1 |
| Canara Robeco Income Fund |
-0.11
|
12 |
-0.03
|
10 |
0.41
|
12 |
0.79
|
9 |
2.71
|
13 |
5.85
|
13 |
3.41
|
9 |
6.28
|
9 |
| HDFC Income Fund |
-0.06
|
7 |
0.03
|
3 |
0.50
|
8 |
0.79
|
10 |
3.21
|
10 |
6.22
|
11 |
3.40
|
10 |
5.73
|
11 |
| HSBC Debt Fund |
-0.07
|
8 |
-0.03
|
9 |
0.42
|
11 |
0.65
|
12 |
2.74
|
12 |
6.00
|
12 |
3.04
|
12 |
6.01
|
10 |
| ICICI Prudential Bond Fund |
-0.04
|
5 |
0.01
|
4 |
0.64
|
2 |
1.36
|
2 |
4.16
|
3 |
7.52
|
2 |
4.79
|
5 |
7.42
|
4 |
| IDFC Bond Fund - Income Plan |
-0.12
|
13 |
-0.06
|
13 |
0.38
|
13 |
0.53
|
13 |
2.79
|
11 |
6.23
|
10 |
3.15
|
11 |
6.64
|
7 |
| JM Medium To Long Duration Fund |
-0.07
|
9 |
-0.01
|
7 |
0.52
|
7 |
0.72
|
11 |
3.23
|
9 |
6.64
|
9 |
3.03
|
13 |
2.51
|
13 |
| Kotak Bond Fund |
-0.03
|
3 |
0.00
|
5 |
0.56
|
5 |
1.09
|
4 |
3.48
|
7 |
6.67
|
8 |
4.32
|
6 |
7.01
|
6 |
| LIC Mf Bond Fund |
-0.04
|
4 |
-0.00
|
6 |
0.59
|
3 |
0.95
|
6 |
4.27
|
2 |
7.34
|
4 |
3.97
|
8 |
6.48
|
8 |
| Nippon India Income Fund |
-0.09
|
11 |
-0.03
|
11 |
0.55
|
6 |
0.98
|
5 |
3.56
|
6 |
7.30
|
5 |
4.14
|
7 |
7.24
|
5 |
| SBI Magnum Income Fund |
-0.03
|
2 |
0.08
|
2 |
0.58
|
4 |
1.24
|
3 |
3.95
|
4 |
7.52
|
3 |
5.09
|
3 |
7.75
|
2 |
| UTI Bond Fund |
-0.05
|
6 |
-0.04
|
12 |
0.44
|
10 |
0.85
|
8 |
3.58
|
5 |
6.92
|
7 |
8.82
|
2 |
4.22
|
12 |
| 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 Income Fund |
-0.08
|
10 |
-0.01
|
8 |
0.45
|
9 |
0.93
|
7 |
3.42
|
8 |
6.98
|
6 |
4.93
|
4 |
7.61
|
3 |
| Bank Of India Conservative Hybrid Fund |
0.21
|
1 |
0.16
|
1 |
1.41
|
1 |
2.97
|
1 |
6.99
|
1 |
8.87
|
1 |
13.59
|
1 |
7.80
|
1 |
| Canara Robeco Income Fund |
-0.11
|
12 |
-0.03
|
10 |
0.41
|
12 |
0.79
|
9 |
2.71
|
13 |
5.85
|
13 |
3.41
|
9 |
6.28
|
9 |
| HDFC Income Fund |
-0.06
|
7 |
0.03
|
3 |
0.50
|
8 |
0.79
|
10 |
3.21
|
10 |
6.22
|
11 |
3.40
|
10 |
5.73
|
11 |
| HSBC Debt Fund |
-0.07
|
8 |
-0.03
|
9 |
0.42
|
11 |
0.65
|
12 |
2.74
|
12 |
6.00
|
12 |
3.04
|
12 |
6.01
|
10 |
| ICICI Prudential Bond Fund |
-0.04
|
5 |
0.01
|
4 |
0.64
|
2 |
1.36
|
2 |
4.16
|
3 |
7.52
|
2 |
4.79
|
5 |
7.42
|
4 |
| IDFC Bond Fund - Income Plan |
-0.12
|
13 |
-0.06
|
13 |
0.38
|
13 |
0.53
|
13 |
2.79
|
11 |
6.23
|
10 |
3.15
|
11 |
6.64
|
7 |
| JM Medium To Long Duration Fund |
-0.07
|
9 |
-0.01
|
7 |
0.52
|
7 |
0.72
|
11 |
3.23
|
9 |
6.64
|
9 |
3.03
|
13 |
2.51
|
13 |
| Kotak Bond Fund |
-0.03
|
3 |
0.00
|
5 |
0.56
|
5 |
1.09
|
4 |
3.48
|
7 |
6.67
|
8 |
4.32
|
6 |
7.01
|
6 |
| LIC Mf Bond Fund |
-0.04
|
4 |
-0.00
|
6 |
0.59
|
3 |
0.95
|
6 |
4.27
|
2 |
7.34
|
4 |
3.97
|
8 |
6.48
|
8 |
| Nippon India Income Fund |
-0.09
|
11 |
-0.03
|
11 |
0.55
|
6 |
0.98
|
5 |
3.56
|
6 |
7.30
|
5 |
4.14
|
7 |
7.24
|
5 |
| SBI Magnum Income Fund |
-0.03
|
2 |
0.08
|
2 |
0.58
|
4 |
1.24
|
3 |
3.95
|
4 |
7.52
|
3 |
5.09
|
3 |
7.75
|
2 |
| UTI Bond Fund |
-0.05
|
6 |
-0.04
|
12 |
0.44
|
10 |
0.85
|
8 |
3.58
|
5 |
6.92
|
7 |
8.82
|
2 |
4.22
|
12 |
| 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 Income Fund |
0.46
|
4 |
1.44
|
8 |
3.59
|
6 |
3.85
|
3 |
7.36
|
3 |
| Boi Axa Conservative Hybrid Fund |
0.76
|
1 |
2.04
|
1 |
3.30
|
10 |
18.63
|
1 |
9.05
|
1 |
| Canara Robeco Income Fund |
0.41
|
9 |
1.11
|
12 |
3.01
|
13 |
2.32
|
9 |
5.88
|
8 |
| Hdfc Income Fund |
0.37
|
13 |
1.30
|
9 |
3.36
|
8 |
2.14
|
10 |
5.04
|
11 |
| Hsbc Debt Fund |
0.40
|
11 |
1.10
|
13 |
3.05
|
12 |
1.68
|
12 |
5.13
|
10 |
| Icici Prudential Bond Fund |
0.49
|
3 |
1.59
|
4 |
4.08
|
2 |
3.44
|
5 |
6.85
|
4 |
| Idfc Bond Fund - Income Plan |
0.41
|
10 |
1.13
|
11 |
3.16
|
11 |
1.63
|
13 |
6.12
|
7 |
| Jm Income Fund |
0.39
|
12 |
1.26
|
10 |
3.34
|
9 |
1.72
|
11 |
2.02
|
13 |
| Kotak Bond Fund |
0.44
|
6 |
1.45
|
6 |
3.58
|
7 |
2.77
|
6 |
6.58
|
5 |
| Nippon India Income Fund |
0.43
|
7 |
1.94
|
2 |
4.01
|
3 |
2.72
|
7 |
6.43
|
6 |
| Sbi Magnum Income Fund |
0.51
|
2 |
1.60
|
3 |
3.99
|
4 |
3.77
|
4 |
7.63
|
2 |
| Uti Bond Fund |
0.42
|
8 |
1.44
|
7 |
3.92
|
5 |
9.93
|
2 |
4.56
|
12 |
| Lic Mf Bond Fund |
0.44
|
5 |
1.50
|
5 |
4.13
|
1 |
2.36
|
8 |
5.25
|
9 |
| 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 Income Fund |
0.49
|
10 |
1.54
|
8 |
3.80
|
8 |
4.27
|
4 |
7.93
|
3 |
| Boi Axa Conservative Hybrid Fund |
0.79
|
1 |
2.14
|
2 |
3.53
|
12 |
19.30
|
1 |
9.67
|
1 |
| Canara Robeco Income Fund |
0.51
|
6 |
1.40
|
10 |
3.59
|
10 |
3.48
|
8 |
7.06
|
7 |
| Hdfc Income Fund |
0.50
|
8 |
1.69
|
6 |
4.13
|
6 |
3.48
|
9 |
5.91
|
10 |
| Hsbc Debt Fund |
0.50
|
9 |
1.37
|
12 |
3.58
|
11 |
2.59
|
11 |
6.02
|
9 |
| Icici Prudential Bond Fund |
0.53
|
3 |
1.74
|
5 |
4.32
|
4 |
4.09
|
5 |
7.47
|
5 |
| Idfc Bond Fund - Income Plan |
0.47
|
11 |
1.30
|
13 |
3.50
|
13 |
2.30
|
13 |
6.80
|
8 |
| Jm Income Fund |
0.44
|
13 |
1.39
|
11 |
3.62
|
9 |
2.58
|
12 |
3.06
|
13 |
| Kotak Bond Fund |
0.53
|
4 |
1.74
|
4 |
4.18
|
5 |
3.86
|
7 |
7.72
|
4 |
| Nippon India Income Fund |
0.52
|
5 |
2.22
|
1 |
4.54
|
1 |
3.89
|
6 |
7.47
|
6 |
| Sbi Magnum Income Fund |
0.56
|
2 |
1.77
|
3 |
4.33
|
3 |
4.45
|
3 |
8.32
|
2 |
| Uti Bond Fund |
0.45
|
12 |
1.52
|
9 |
4.10
|
7 |
10.34
|
2 |
5.20
|
12 |
| Lic Mf Bond Fund |
0.51
|
7 |
1.62
|
7 |
4.38
|
2 |
2.72
|
10 |
5.81
|
11 |
| Fund Name | VaR 1 Y 95% | Max Drawdown | Average Drawdown | Standard Deviation | Semi Deviation | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Income Fund |
-4.00
|
9 |
-2.20
|
6 |
-1.00
|
7 |
3.03
|
10 |
2.24
|
7 |
| Bank Of India Conservative Hybrid Fund |
-2.97
|
4 |
-2.44
|
7 |
-1.04
|
8 |
11.82
|
13 |
3.71
|
13 |
| Canara Robeco Income Fund |
-3.22
|
6 |
-1.84
|
5 |
-0.77
|
5 |
2.49
|
3 |
1.82
|
4 |
| Hdfc Income Fund |
-3.66
|
8 |
-2.59
|
9 |
-0.95
|
6 |
2.54
|
5 |
1.93
|
5 |
| Hsbc Debt Fund |
-4.96
|
12 |
-2.82
|
12 |
-1.30
|
13 |
3.00
|
8 |
2.35
|
10 |
| Icici Prudential Bond Fund |
-2.25
|
1 |
-1.61
|
4 |
-0.77
|
4 |
2.43
|
2 |
1.73
|
2 |
| Idfc Bond Fund - Income Plan |
-5.54
|
13 |
-2.86
|
13 |
-1.18
|
10 |
3.18
|
11 |
2.52
|
12 |
| Jm Medium To Long Duration Fund |
-4.20
|
10 |
-2.75
|
11 |
-1.06
|
9 |
3.01
|
9 |
2.14
|
6 |
| Kotak Bond Fund |
-4.26
|
11 |
-2.46
|
8 |
-1.30
|
12 |
2.96
|
6 |
2.36
|
11 |
| Lic Mf Bond Fund |
-3.24
|
7 |
-1.59
|
3 |
-0.60
|
2 |
2.53
|
4 |
1.81
|
3 |
| Nippon India Income Fund |
-3.15
|
5 |
-2.70
|
10 |
-1.27
|
11 |
2.97
|
7 |
2.31
|
8 |
| Sbi Magnum Income Fund |
-2.26
|
2 |
-1.37
|
2 |
-0.56
|
1 |
2.16
|
1 |
1.54
|
1 |
| Uti Bond Fund |
-2.70
|
3 |
-1.24
|
1 |
-0.66
|
3 |
6.06
|
12 |
2.35
|
9 |
| 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 Income Fund |
-0.69
|
3 |
-0.23
|
3 |
0.40
|
5 |
0.46
|
0.11
|
4 | 1.01 | 4 |
0.92
|
1 |
-0.02
|
2 |
0.41
|
3 |
0.2906
|
3 |
| Bank Of India Conservative Hybrid Fund |
0.62
|
1 |
0.96
|
1 |
1.19
|
1 |
0.51
|
5.60
|
2 | 1.20 | 1 |
0.08
|
9 |
0.06
|
1 |
0.77
|
1 |
10.4290
|
1 |
| Canara Robeco Income Fund |
-1.47
|
13 |
-0.44
|
13 |
0.27
|
10 |
0.41
|
-1.05
|
7 | 0.88 | 6 |
0.89
|
3 |
-0.04
|
8 |
0.23
|
10 |
-1.7646
|
10 |
| Hdfc Income Fund |
-1.36
|
11 |
-0.40
|
12 |
0.27
|
9 |
0.40
|
-0.82
|
6 | 0.87 | 7 |
0.90
|
2 |
-0.04
|
6 |
0.25
|
8 |
-1.5230
|
7 |
| Hsbc Debt Fund |
-1.37
|
12 |
-0.40
|
10 |
0.21
|
13 |
0.43
|
-1.72
|
9 | 0.93 | 5 |
0.80
|
5 |
-0.04
|
9 |
0.25
|
9 |
-1.4559
|
6 |
| Icici Prudential Bond Fund |
-0.88
|
5 |
-0.29
|
5 |
0.42
|
4 |
0.43
|
|
|
|
|
|
|||||||
| Idfc Bond Fund - Income Plan |
-1.24
|
9 |
-0.37
|
9 |
0.22
|
12 |
0.41
|
-1.93
|
10 | 1.02 | 3 |
0.78
|
6 |
-0.04
|
5 |
0.28
|
6 |
-1.5923
|
8 |
| Jm Medium To Long Duration Fund |
-1.14
|
8 |
-0.37
|
8 |
0.27
|
11 |
0.45
|
-1.43
|
8 | 1.02 | 2 |
0.75
|
8 |
-0.03
|
4 |
0.31
|
5 |
-0.8294
|
5 |
| Kotak Bond Fund |
-0.97
|
6 |
-0.30
|
6 |
0.32
|
6 |
0.44
|
|
|
|
|
|
|||||||
| Lic Mf Bond Fund |
-1.29
|
10 |
-0.40
|
11 |
0.31
|
7 |
0.40
|
-0.30
|
5 | 0.80 | 8 |
0.75
|
7 |
-0.04
|
7 |
0.27
|
7 |
-1.6618
|
9 |
| Nippon India Income Fund |
-1.05
|
7 |
-0.32
|
7 |
0.30
|
8 |
0.46
|
|
|
|
|
|
|||||||
| Sbi Magnum Income Fund |
-0.82
|
4 |
-0.28
|
4 |
0.46
|
3 |
0.41
|
1.74
|
3 | 0.67 | 9 |
0.86
|
4 |
-0.03
|
3 |
0.36
|
4 |
-0.2056
|
4 |
| Uti Bond Fund |
0.24
|
2 |
0.23
|
2 |
0.77
|
2 |
0.45
|
8.47
|
1 | -0.10 | 10 |
0.00
|
10 |
-0.14
|
10 |
0.64
|
2 |
5.3088
|
2 |
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.