Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
| Fund Name | BMSMONEY Multi Cap Fund Category Rank | Analysis | 1Y Return | 3Y Return | Max Drawdown | VaR 1Y 95% | Sharpe Ratio | Sortino Ratio | Hurst Index |
|---|---|---|---|---|---|---|---|---|---|
|
Icici Prudential Multicap Fund |
1 | The Icici Prudential Multicap Fund is a Multi Cap Fund. In the Multi Cap Fund category there are 16<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 second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. | 24.71% | 24.28% | -10.66% | -13.11% | 1.36 | 0.90 | 0.41 |
|
Nippon India Multi Cap Fund |
2 | The Nippon India Multi Cap Fund is a Multi Cap Fund. In the Multi Cap Fund category there are 16<sup>th</sup> funds. The fund has 14<sup>th</sup> KPIs that are in top quartile. The fund has 61% 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 fourth KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. | 30.38% | 33.27% | -8.74% | -13.58% | 1.71 | 1.33 | 0.42 |
|
Quant Active Fund |
3 | The Quant Active Fund is a Multi Cap Fund. In the Multi Cap Fund category there are 16<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 seventh KPIs that are in bottom quartile. The fund has 30% of the KPIs that are in bottom quartile. | 14.71% | 29.50% | -12.74% | -20.67% | 1.37 | 0.75 | 0.37 |
|
Iti Multi Cap Fund |
4 | The Iti Multi Cap Fund is a Multi Cap Fund. In the Multi Cap Fund category there are 16<sup>th</sup> funds. The fund has sixth KPIs that are in top quartile. The fund has 29% of the KPIs that are in top quartile. The fund has tenth KPIs that are in bottom quartile. The fund has 48% of the KPIs that are in bottom quartile. | 28.34% | 18.94% | -17.70% | -14.51% | 0.96 | 0.55 | 0.40 |
|
Mahindra Manulife Multi Cap Badhat Yojana |
5 | The Mahindra Manulife Multi Cap Badhat Yojana is a Multi Cap Fund. In the Multi Cap Fund category there are 16<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 third KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. | 24.70% | 27.45% | -13.58% | -18.81% | 1.41 | 0.76 | 0.39 |
|
Icici Prudential Midcap Fund |
6 | The Icici Prudential Midcap Fund is a Multi Cap Fund. In the Multi Cap Fund category there are 16<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 fifth KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. | 23.30% | 25.34% | -10.73% | -15.50% | 1.25 | 0.75 | 0.44 |
|
Baroda Bnp Paribas Multi Cap Fund |
7 | The Baroda Bnp Paribas Multi Cap Fund is a Multi Cap Fund. In the Multi Cap Fund category there are 16<sup>th</sup> funds. The fund has first KPI that is 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. | 22.66% | 23.64% | -15.34% | -16.13% | 1.19 | 0.68 | 0.40 |
|
Invesco India Multicap Fund |
8 | The Invesco India Multicap Fund is a Multi Cap Fund. In the Multi Cap Fund category there are 16<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 ninth KPIs that are in bottom quartile. The fund has 39% of the KPIs that are in bottom quartile. | 23.27% | 22.60% | -15.64% | -14.16% | 1.13 | 0.66 | 0.43 |
|
Bank Of India Flexi Cap Fund |
9 | The Bank Of India Flexi Cap Fund is a Flexi Cap Fund. In the Flexi Cap Fund category there are 16<sup>th</sup> funds. The fund has sixth KPIs that are in top quartile. The fund has 29% of the KPIs that are in top quartile. The fund has third KPIs that are in bottom quartile. The fund has 14% of the KPIs that are in bottom quartile. | 29.77% | 26.66% | -15.36% | -18.31% | 1.27 | 0.71 | 0.39 |
|
Mirae Asset Focused Fund |
10 | The Mirae Asset Focused Fund is a Multi Cap Fund. In the Multi Cap Fund category there are 16<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 14% of the KPIs that are in top quartile. The fund has 15<sup>th</sup> KPIs that are in bottom quartile. The fund has 71% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 9.90% | 15.66% | -13.98% | -13.17% | 0.93 | 0.52 | 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 Multi-Cap Fund |
0.46
|
5 |
5.03
|
3 |
8.73
|
10 |
5.39
|
14 |
17.40
|
14 |
20.70
|
13 |
|
|
||
| Baroda BNP Paribas Multi Cap Fund |
0.12
|
13 |
4.04
|
8 |
9.84
|
6 |
8.32
|
8 |
19.11
|
12 |
22.66
|
11 |
23.64
|
7 |
19.26
|
3 |
| Bank Of India Flexi Cap Fund |
0.60
|
2 |
5.71
|
1 |
13.53
|
1 |
14.70
|
1 |
29.83
|
1 |
29.77
|
3 |
26.66
|
4 |
|
|
| HDFC Multi Cap Fund |
0.47
|
3 |
4.81
|
4 |
9.98
|
5 |
8.62
|
7 |
24.57
|
5 |
31.06
|
1 |
|
|
||
| ICICI Prudential Multicap Fund |
0.35
|
7 |
4.11
|
6 |
8.91
|
9 |
8.08
|
9 |
21.74
|
10 |
24.71
|
7 |
24.28
|
6 |
16.93
|
7 |
| ICICI Prudential Midcap Fund |
0.32
|
9 |
4.09
|
7 |
12.59
|
2 |
9.75
|
4 |
25.51
|
3 |
23.30
|
9 |
25.34
|
5 |
18.49
|
5 |
| IDFC Multi Cap Fund |
0.04
|
15 |
4.01
|
9 |
8.66
|
11 |
5.98
|
11 |
17.59
|
13 |
21.33
|
12 |
|
|
||
| Invesco India Multicap Fund |
0.23
|
12 |
3.68
|
12 |
8.39
|
12 |
9.12
|
5 |
21.75
|
9 |
23.27
|
10 |
22.60
|
8 |
17.23
|
6 |
| ITI Multi Cap Fund |
0.45
|
6 |
4.56
|
5 |
10.34
|
3 |
10.42
|
2 |
25.44
|
4 |
28.34
|
5 |
18.94
|
9 |
|
|
| Kotak Multicap Fund |
0.46
|
4 |
5.44
|
2 |
9.98
|
4 |
9.93
|
3 |
27.47
|
2 |
29.73
|
4 |
|
|
||
| Mahindra Manulife Multi Cap Badhat Yojana |
0.09
|
14 |
2.91
|
16 |
9.58
|
7 |
6.86
|
10 |
23.92
|
6 |
24.70
|
8 |
27.45
|
3 |
21.75
|
2 |
| Mirae Asset Focused Fund |
0.33
|
8 |
3.17
|
15 |
7.36
|
16 |
2.57
|
16 |
10.55
|
16 |
9.90
|
16 |
15.66
|
10 |
|
|
| Quant Active Fund |
0.71
|
1 |
3.39
|
13 |
9.36
|
8 |
5.36
|
15 |
21.31
|
11 |
14.71
|
15 |
29.50
|
2 |
25.56
|
1 |
| Nippon India Multi Cap Fund |
0.26
|
10 |
3.68
|
11 |
7.78
|
14 |
5.55
|
13 |
22.53
|
7 |
30.38
|
2 |
33.27
|
1 |
19.22
|
4 |
| SBI Multicap Fund |
-0.03
|
16 |
3.31
|
14 |
7.52
|
15 |
5.87
|
12 |
16.00
|
15 |
17.88
|
14 |
|
|
||
| Axis Multicap Fund |
0.23
|
11 |
3.70
|
10 |
8.23
|
13 |
8.78
|
6 |
21.95
|
8 |
25.51
|
6 |
|
|
||
| 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 Multi-Cap Fund |
0.46
|
5 |
5.03
|
3 |
8.73
|
10 |
5.39
|
14 |
17.40
|
14 |
20.70
|
13 |
|
|
||
| Baroda BNP Paribas Multi Cap Fund |
0.12
|
13 |
4.04
|
8 |
9.84
|
6 |
8.32
|
8 |
19.11
|
12 |
22.66
|
11 |
23.64
|
7 |
19.26
|
3 |
| Bank Of India Flexi Cap Fund |
0.60
|
2 |
5.71
|
1 |
13.53
|
1 |
14.70
|
1 |
29.83
|
1 |
29.77
|
3 |
26.66
|
4 |
|
|
| HDFC Multi Cap Fund |
0.47
|
3 |
4.81
|
4 |
9.98
|
5 |
8.62
|
7 |
24.57
|
5 |
31.06
|
1 |
|
|
||
| ICICI Prudential Multicap Fund |
0.35
|
7 |
4.11
|
6 |
8.91
|
9 |
8.08
|
9 |
21.74
|
10 |
24.71
|
7 |
24.28
|
6 |
16.93
|
7 |
| ICICI Prudential Midcap Fund |
0.32
|
9 |
4.09
|
7 |
12.59
|
2 |
9.75
|
4 |
25.51
|
3 |
23.30
|
9 |
25.34
|
5 |
18.49
|
5 |
| IDFC Multi Cap Fund |
0.04
|
15 |
4.01
|
9 |
8.66
|
11 |
5.98
|
11 |
17.59
|
13 |
21.33
|
12 |
|
|
||
| Invesco India Multicap Fund |
0.23
|
12 |
3.68
|
12 |
8.39
|
12 |
9.12
|
5 |
21.75
|
9 |
23.27
|
10 |
22.60
|
8 |
17.23
|
6 |
| ITI Multi Cap Fund |
0.45
|
6 |
4.56
|
5 |
10.34
|
3 |
10.42
|
2 |
25.44
|
4 |
28.34
|
5 |
18.94
|
9 |
|
|
| Kotak Multicap Fund |
0.46
|
4 |
5.44
|
2 |
9.98
|
4 |
9.93
|
3 |
27.47
|
2 |
29.73
|
4 |
|
|
||
| Mahindra Manulife Multi Cap Badhat Yojana |
0.09
|
14 |
2.91
|
16 |
9.58
|
7 |
6.86
|
10 |
23.92
|
6 |
24.70
|
8 |
27.45
|
3 |
21.75
|
2 |
| Mirae Asset Focused Fund |
0.33
|
8 |
3.17
|
15 |
7.36
|
16 |
2.57
|
16 |
10.55
|
16 |
9.90
|
16 |
15.66
|
10 |
|
|
| Quant Active Fund |
0.71
|
1 |
3.39
|
13 |
9.36
|
8 |
5.36
|
15 |
21.31
|
11 |
14.71
|
15 |
29.50
|
2 |
25.56
|
1 |
| Nippon India Multi Cap Fund |
0.26
|
10 |
3.68
|
11 |
7.78
|
14 |
5.55
|
13 |
22.53
|
7 |
30.38
|
2 |
33.27
|
1 |
19.22
|
4 |
| SBI Multicap Fund |
-0.03
|
16 |
3.31
|
14 |
7.52
|
15 |
5.87
|
12 |
16.00
|
15 |
17.88
|
14 |
|
|
||
| Axis Multicap Fund |
0.23
|
11 |
3.70
|
10 |
8.23
|
13 |
8.78
|
6 |
21.95
|
8 |
25.51
|
6 |
|
|
||
| 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 | |
| Mirae Asset Focused Fund |
0.77
|
16 |
1.98
|
16 |
6.29
|
16 |
6.74
|
9 |
|
|
| Icici Prudential Multicap Fund |
1.78
|
11 |
4.49
|
9 |
12.47
|
5 |
12.21
|
5 |
16.44
|
7 |
| Icici Prudential Midcap Fund |
2.13
|
4 |
3.84
|
12 |
7.96
|
15 |
10.91
|
8 |
20.49
|
4 |
| Invesco India Multicap Fund |
2.15
|
2 |
4.33
|
10 |
11.55
|
8 |
11.09
|
7 |
18.79
|
5 |
| Iti Multi Cap Fund |
2.09
|
6 |
5.18
|
6 |
12.97
|
4 |
3.97
|
10 |
|
|
| Mahindra Mutual Fund Badhat Yojana |
1.84
|
10 |
4.69
|
8 |
11.44
|
9 |
12.67
|
4 |
23.82
|
2 |
| Nippon India Multi Cap Fund |
1.86
|
9 |
4.94
|
7 |
15.81
|
1 |
21.23
|
1 |
16.50
|
6 |
| Quant Active Fund |
2.05
|
7 |
5.32
|
5 |
9.97
|
13 |
12.69
|
3 |
33.38
|
1 |
| Bank Of India Flexi Cap Fund |
2.13
|
3 |
5.90
|
1 |
10.04
|
12 |
12.17
|
6 |
|
|
| Aditya Birla Sun Life Multi-Cap Fund |
1.52
|
13 |
3.57
|
14 |
10.42
|
11 |
|
|
||
| Kotak Multicap Fund |
2.12
|
5 |
5.46
|
4 |
14.36
|
3 |
|
|
||
| Idfc Multi Cap Fund |
1.93
|
8 |
4.16
|
11 |
11.85
|
7 |
|
|
||
| Hdfc Multi Cap Fund |
2.74
|
1 |
5.74
|
2 |
15.67
|
2 |
|
|
||
| Axis Multicap Fund |
1.60
|
12 |
5.61
|
3 |
12.06
|
6 |
|
|
||
| Sbi Multicap Fund |
1.36
|
14 |
3.62
|
13 |
8.34
|
14 |
|
|
||
| Baroda Bnp Paribas Multi Cap Fund |
1.29
|
15 |
3.53
|
15 |
11.26
|
10 |
13.53
|
2 |
20.89
|
3 |
| 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 | |
| Mirae Asset Focused Fund |
0.87
|
16 |
2.30
|
16 |
6.92
|
16 |
8.06
|
9 |
|
|
| Icici Prudential Multicap Fund |
1.85
|
11 |
4.70
|
9 |
12.94
|
5 |
13.24
|
6 |
17.54
|
6 |
| Icici Prudential Midcap Fund |
2.19
|
6 |
4.08
|
12 |
8.44
|
15 |
11.94
|
8 |
21.63
|
4 |
| Invesco India Multicap Fund |
2.26
|
4 |
4.68
|
10 |
12.29
|
9 |
12.62
|
7 |
20.39
|
5 |
| Iti Multi Cap Fund |
2.26
|
3 |
5.69
|
5 |
14.13
|
4 |
6.22
|
10 |
|
|
| Mahindra Mutual Fund Badhat Yojana |
1.99
|
9 |
5.14
|
8 |
12.45
|
8 |
14.72
|
2 |
26.04
|
2 |
| Nippon India Multi Cap Fund |
1.93
|
10 |
5.15
|
7 |
16.22
|
2 |
22.08
|
1 |
17.28
|
7 |
| Quant Active Fund |
2.15
|
7 |
5.64
|
6 |
10.60
|
13 |
14.34
|
4 |
35.02
|
1 |
| Bank Of India Flexi Cap Fund |
2.23
|
5 |
6.30
|
1 |
10.90
|
12 |
14.06
|
5 |
|
|
| Aditya Birla Sun Life Multi-Cap Fund |
1.63
|
13 |
3.98
|
13 |
11.21
|
11 |
|
|
||
| Kotak Multicap Fund |
2.27
|
2 |
5.90
|
4 |
15.29
|
3 |
|
|
||
| Idfc Multi Cap Fund |
2.08
|
8 |
4.60
|
11 |
12.75
|
7 |
|
|
||
| Hdfc Multi Cap Fund |
2.85
|
1 |
6.13
|
2 |
16.54
|
1 |
|
|
||
| Axis Multicap Fund |
1.74
|
12 |
6.00
|
3 |
12.89
|
6 |
|
|
||
| Sbi Multicap Fund |
1.44
|
14 |
3.89
|
14 |
8.91
|
14 |
|
|
||
| Baroda Bnp Paribas Multi Cap Fund |
1.38
|
15 |
3.79
|
15 |
11.87
|
10 |
14.62
|
3 |
21.92
|
3 |
| Fund Name | VaR 1 Y 95% | Max Drawdown | Average Drawdown | Standard Deviation | Semi Deviation | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Baroda Bnp Paribas Multi Cap Fund |
-16.13
|
7 |
-15.34
|
7 |
-6.86
|
8 |
15.56
|
8 |
10.68
|
8 |
| Bank Of India Flexi Cap Fund |
-18.31
|
8 |
-15.36
|
8 |
-5.45
|
6 |
14.92
|
5 |
10.51
|
7 |
| Icici Prudential Multicap Fund |
-13.11
|
1 |
-10.66
|
2 |
-3.74
|
2 |
14.71
|
4 |
9.33
|
3 |
| Icici Prudential Midcap Fund |
-15.50
|
6 |
-10.73
|
3 |
-4.21
|
3 |
15.44
|
7 |
10.08
|
5 |
| Invesco India Multicap Fund |
-14.16
|
4 |
-15.64
|
9 |
-4.87
|
4 |
14.70
|
3 |
9.86
|
4 |
| Iti Multi Cap Fund |
-14.51
|
5 |
-17.70
|
10 |
-6.26
|
7 |
13.86
|
2 |
9.19
|
2 |
| Mahindra Manulife Multi Cap Badhat Yojana |
-18.81
|
9 |
-13.58
|
5 |
-7.51
|
9 |
15.43
|
6 |
10.99
|
9 |
| Mirae Asset Focused Fund |
-13.17
|
2 |
-13.98
|
6 |
-4.98
|
5 |
12.87
|
1 |
8.79
|
1 |
| Quant Active Fund |
-20.67
|
10 |
-12.74
|
4 |
-7.83
|
10 |
16.74
|
9 |
11.82
|
10 |
| Nippon India Multi Cap Fund |
-13.58
|
3 |
-8.74
|
1 |
-3.21
|
1 |
16.90
|
10 |
10.32
|
6 |
| 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 | ||
| Baroda Bnp Paribas Multi Cap Fund |
1.19
|
7 |
0.68
|
7 |
1.05
|
7 |
0.40
|
-0.40
|
9 | 0.98 | 2 |
0.90
|
2 |
0.19
|
7 |
2.04
|
7 |
-0.9128
|
7 |
| Bank Of India Flexi Cap Fund |
1.27
|
5 |
0.71
|
6 |
1.07
|
6 |
0.39
|
4.73
|
5 | 0.95 | 5 |
0.84
|
6 |
0.20
|
6 |
2.06
|
6 |
3.5101
|
5 |
| Icici Prudential Multicap Fund |
1.36
|
4 |
0.90
|
2 |
1.37
|
3 |
0.41
|
5.57
|
4 | 0.95 | 4 |
0.87
|
3 |
0.21
|
5 |
2.14
|
5 |
4.4868
|
4 |
| Icici Prudential Midcap Fund |
1.25
|
6 |
0.75
|
5 |
1.33
|
4 |
0.44
|
-2.94
|
10 | 0.91 | 8 |
0.92
|
1 |
0.21
|
4 |
2.23
|
2 |
-5.9140
|
10 |
| Invesco India Multicap Fund |
1.13
|
8 |
0.66
|
8 |
0.97
|
8 |
0.43
|
1.72
|
6 | 0.94 | 6 |
0.85
|
5 |
0.18
|
8 |
1.92
|
8 |
0.1956
|
6 |
| Iti Multi Cap Fund |
0.96
|
9 |
0.55
|
9 |
0.76
|
10 |
0.40
|
1.14
|
8 | 0.84 | 9 |
0.77
|
9 |
0.16
|
9 |
1.73
|
9 |
-2.4575
|
8 |
| Mahindra Manulife Multi Cap Badhat Yojana |
1.41
|
2 |
0.76
|
3 |
1.28
|
5 |
0.39
|
8.73
|
3 | 0.96 | 3 |
0.80
|
8 |
0.23
|
3 |
2.21
|
3 |
7.7957
|
3 |
| Mirae Asset Focused Fund |
0.93
|
10 |
0.52
|
10 |
0.83
|
9 |
0.40
|
1.26
|
7 | 0.82 | 10 |
0.86
|
4 |
0.15
|
10 |
1.71
|
10 |
-2.5763
|
9 |
| Quant Active Fund |
1.37
|
3 |
0.75
|
4 |
1.38
|
2 |
0.37
|
9.53
|
2 | 0.93 | 7 |
0.64
|
10 |
0.25
|
2 |
2.16
|
4 |
7.9106
|
2 |
| Nippon India Multi Cap Fund |
1.71
|
1 |
1.33
|
1 |
2.01
|
1 |
0.42
|
12.70
|
1 | 1.06 | 1 |
0.81
|
7 |
0.27
|
1 |
2.48
|
1 |
14.0238
|
1 |
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.