Hdfc Credit Risk Debt Fund

Click on + to See NAV
Fund Name NAV Date NAV Rupee Change Percent Change
HDFC Credit Risk Debt Fund - Quarterly IDCW Option 27/Jan/2023 10.234
-0.0014
-0.0137%
HDFC Credit Risk Debt Fund - Quarterly IDCW - Direct Plan 27/Jan/2023 10.5524
-0.0010
-0.0095%
HDFC Credit Risk Debt Fund - IDCW Option 27/Jan/2023 18.4713
-0.0025
-0.0135%
HDFC Credit Risk Debt Fund - IDCW Option - Direct Plan 27/Jan/2023 18.7236
-0.0019
-0.0101%
HDFC Credit Risk Debt Fund - Growth Option 27/Jan/2023 20.0601
-0.0027
-0.0135%
HDFC Credit Risk Debt Fund - Growth Option - Direct Plan 27/Jan/2023 21.3593
-0.0022
-0.0103%

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

Fund Performance Analysis

Hdfc Credit Risk Debt Fund Analysis

Bmsmoney Credit Risk Fund Category Rank: 3

Hdfc Credit Risk Debt Fund Performance Snapshot (Regular Plan)

Rotate the phone! Best viewed in landscape mode on mobile
KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
0.54
0.49
Yes
Yes
No
3/15 0.26 / 1.02
1M Rolling Return %
0.48
0.41
Yes
Yes
No
1/15 0.25 / 0.48
3M Return %
1.67
1.64
Yes
No
No
5/15 1.29 / 2.53
3M Rolling Return %
1.08
1.08
Yes
No
No
9/15 0.57 / 1.42
6M Return %
3.04
2.79
Yes
No
No
5/15 2.24 / 3.38
6M Rolling Return %
1.63
2.23
No
No
No
10/15 -0.37 / 7.17
1Y Return %
4.04
13.99
No
No
No
11/15 1.05 / 143.63
1Y Rolling Return %
7.06
8.62
No
No
No
7/15 3.04 / 15.11
3Y Return %
7.02
6.15
Yes
No
No
5/15 0.93 / 13.66
3Y Rolling Return %
8.47
2.59
Yes
Yes
No
1/15 -30.36 / 8.47
5Y Return %
7.09
4.28
Yes
Yes
No
2/15 -4.23 / 7.43
Standard Deviation
2.63
9.50
Yes
No
No
6/15 1.64 / 77.69
Semi Deviation
1.94
5.21
Yes
No
No
6/15 1.02 / 32.48
Max Drawdown
-2.14
-8.72
Yes
No
No
6/15 -51.84 / -0.65
VaR 1 Y
-1.17
-3.93
Yes
No
No
7/15 -26.57 / -0.23
Average Drawdown
-1.03
-5.10
Yes
No
No
7/15 -26.07 / -0.33
Sharpe Ratio
0.06
-0.31
Yes
No
No
5/15 -1.48 / 0.23
Sterling Ratio
0.56
0.39
Yes
Yes
No
3/15 0.02 / 0.62
Sortino Ratio
0.03
-0.08
Yes
No
No
5/15 -0.48 / 0.26
Jensen Alpha
0.44
2.77
No
No
No
4/8 -3.40 / 12.89
Treynor Ratio
0.00
4.32
No
No
No
5/8 -0.03 / 34.47
Modigliani Square measure
4.79
3.62
Yes
No
No
3/8 0.56 / 6.89
Active Return
0.00
0.01
No
No
No
3/8 -0.02 / 0.10
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Jan. 27, 2023.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2022 KPIs: Key Performance Indicators

Hdfc Credit Risk Debt Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Hdfc Credit Risk Debt Fund

Top Performing Funds in Credit Risk Fund Category
Rotate the phone! Best viewed in landscape mode on mobile.
Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Aditya Birla Sun Life Credit Risk Fund

2 The Aditya Birla Sun Life Credit Risk Fund is a Credit Risk Fund. In the Credit Risk Fund category there are 15 funds. The fund has eight KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Aditya Birla Sun Life Credit Risk Fund performance snapshot section. 7.30% 7.50% -2.57% -0.23% 0.21 0.10 0.54

Hdfc Credit Risk Debt Fund

3 The Hdfc Credit Risk Debt Fund is a Credit Risk Fund. In the Credit Risk Fund category there are 15 funds. The fund has five KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Hdfc Credit Risk Debt Fund performance snapshot section. 4.04% 7.02% -2.14% -1.17% 0.06 0.03 0.49

Icici Prudential Credit Risk Fund

1 The Icici Prudential Credit Risk Fund is a Credit Risk Fund. In the Credit Risk Fund category there are 15 funds. The fund has ten KPIs that are in top quartile. The fund has 43% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Icici Prudential Credit Risk Fund performance snapshot section. 5.19% 6.90% -0.65% -0.42% 0.00 0.00 0.42

Hdfc Credit Risk Debt Fund Performance Snapshot (Direct Plan)

Rotate the phone! Best viewed in landscape mode on mobile.
KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
0.59
0.55
Yes
Yes
No
4/15 0.34 / 1.02
1M Rolling Return %
0.53
0.46
Yes
Yes
No
2/15 0.16 / 0.53
3M Return %
1.82
1.82
Yes
No
No
6/15 1.36 / 2.53
3M Rolling Return %
1.24
1.18
Yes
No
No
10/15 -0.06 / 1.60
6M Return %
3.36
3.17
Yes
No
No
7/15 2.30 / 3.82
6M Rolling Return %
1.96
2.31
No
No
No
9/15 0.12 / 7.32
1Y Return %
4.69
14.40
No
No
No
10/15 2.04 / 144.33
1Y Rolling Return %
7.67
9.26
No
No
No
8/15 4.25 / 15.83
3Y Return %
7.62
6.80
Yes
Yes
No
4/15 1.72 / 13.98
3Y Rolling Return %
9.05
3.29
Yes
Yes
No
2/15 -30.17 / 9.19
5Y Return %
7.71
5.01
Yes
Yes
No
2/15 -3.99 / 8.19
Standard Deviation
2.63
9.50
Yes
No
No
6/15 1.64 / 77.69
Semi Deviation
1.94
5.21
Yes
No
No
6/15 1.02 / 32.48
Max Drawdown
-2.14
-8.72
Yes
No
No
6/15 -51.84 / -0.65
VaR 1 Y
-1.17
-3.93
Yes
No
No
7/15 -26.57 / -0.23
Average Drawdown
-1.03
-5.10
Yes
No
No
7/15 -26.07 / -0.33
Sharpe Ratio
0.06
-0.31
Yes
No
No
5/15 -1.48 / 0.23
Sterling Ratio
0.56
0.39
Yes
Yes
No
3/15 0.02 / 0.62
Sortino Ratio
0.03
-0.08
Yes
No
No
5/15 -0.48 / 0.26
Jensen Alpha
0.44
2.77
No
No
No
4/8 -3.40 / 12.89
Treynor Ratio
0.00
4.32
No
No
No
5/8 -0.03 / 34.47
Modigliani Square measure
4.79
3.62
Yes
No
No
3/8 0.56 / 6.89
Active Return
0.00
0.01
No
No
No
3/8 -0.02 / 0.10
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Jan. 27, 2023.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2022 KPIs: Key Performance Indicators

Hdfc Credit Risk Debt Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 0.54% 0.59%
1M Rolling Return % 0.48% 0.53%
3M Return % 1.67% 1.82%
3M Rolling Return % 1.08% 1.24%
6M Return % 3.04% 3.36%
6M Rolling Return % 1.63% 1.96%
1Y Return % 4.04% 4.69%
1Y Rolling Return % 7.06% 7.67%
3Y Return % 7.02% 7.62%
3Y Rolling Return % 8.47% 9.05%
5Y Return % 7.09% 7.71%
Standard Deviation 2.63% 2.63%
Semi Deviation 1.94% 1.94%
Max Drawdown -2.14% -2.14%
VaR 1 Y -1.17% -1.17%
Average Drawdown -1.03% -1.03%
Sharpe Ratio 0.06% 0.06%
Sterling Ratio 0.56% 0.56%
Sortino Ratio 0.03% 0.03%
Jensen Alpha 0.44% 0.44%
Treynor Ratio 0.00% 0.00%
Modigliani Square measure 4.79% 4.79%
Active Return 0.00% 0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Hdfc Credit Risk Debt Fund Expected Return

Investment Period Mini. Possible Return
in Investment Period
Max. Possible Return
in Investment Period
Expected Return
in Investment Period
Loss Probability
in Investment Period
10 Year 6.33% 8.70% 7.99% 0.00%
One Year -5.58% 12.17% 7.40% 1.28%
Three Year 3.21% 10.33% 7.65% 0.00%
Five Year 4.90% 9.62% 7.68% 0.00%
Seven Year 5.84% 9.24% 8.05% 0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


For Any Question Join Our Group On Facebook

Credit Risk Fund Category Performance Analysis

Return Chart (Regular Plan)

Click on + to See Details
Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Baroda Bnp Paribas Credit Risk Fund

0.01
1
0.06
9
0.45
10
1.59
10
3.38
1
4.80
6
8.35
3
6.69
3

Bank Of India Credit Risk Fund

0.00
2
0.07
8
0.40
12
1.29
15
2.24
15
143.63
1
13.66
1
-4.23
15

Franklin India Credit Risk Fund

0.00
3
0.76
1
1.02
1
2.53
1
2.30
14
7.86
3
8.52
2
6.57
4

Axis Credit Risk Fund

0.00
4
0.08
6
0.55
2
1.70
4
2.91
8
4.28
8
6.01
8
5.71
7

Uti Credit Risk Fund

0.00
5
0.07
7
0.48
7
1.81
3
3.17
2
4.12
10
0.93
15
-1.74
14

Icici Prudential Credit Risk Fund

0.00
6
0.20
2
0.51
5
1.63
7
3.02
6
5.19
5
6.90
6
7.43
1

Nippon India Credit Risk Fund

-0.00
7
0.09
5
0.50
6
1.65
6
3.05
4
4.12
9
3.66
14
3.74
10

Invesco India Credit Risk Fund

-0.01
8
0.05
10
0.48
8
1.52
11
2.31
13
2.67
14
4.26
12
2.44
13

Aditya Birla Sun Life Credit Risk Fund

-0.01
9
0.09
4
0.47
9
1.63
8
2.94
7
7.30
4
7.50
4
6.25
6

Hdfc Credit Risk Debt Fund

-0.01
10
0.10
3
0.54
3
1.67
5
3.04
5
4.04
11
7.02
5
7.09
2

Sbi Credit Risk Fund

-0.03
11
-0.02
14
0.32
14
1.40
13
2.89
9
4.29
7
6.14
7
6.29
5

Idbi Credit Risk Fund

-0.03
12
0.05
11
0.43
11
1.83
2
3.17
3
3.57
12
4.99
10
3.03
12

Dsp Credit Risk Fund

-0.04
13
0.02
13
0.40
13
1.59
9
2.37
12
9.61
2
5.52
9
3.67
11

Kotak Credit Risk Fund

-0.05
14
0.04
12
0.53
4
1.29
14
2.42
11
1.05
15
4.12
13
5.56
9

Idfc Credit Risk Fund

-0.08
15
-0.11
15
0.26
15
1.46
12
2.68
10
3.39
13
4.68
11
5.69
8
Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Baroda Bnp Paribas Credit Risk Fund

0.01
1
0.07
8
0.52
10
1.79
10
3.82
1
5.67
5
9.18
2
7.56
3

Axis Credit Risk Fund

0.01
2
0.09
6
0.62
2
1.91
4
3.36
8
5.18
6
7.04
6
6.84
6

Bank Of India Credit Risk Fund

0.01
3
0.07
10
0.43
13
1.36
15
2.39
14
144.33
1
13.98
1
-3.99
15

Uti Credit Risk Fund

0.01
4
0.08
7
0.55
9
2.01
3
3.58
2
4.93
8
1.72
15
-0.89
14

Nippon India Credit Risk Fund

0.00
5
0.10
5
0.55
7
1.81
8
3.39
5
4.79
9
4.31
14
4.44
11

Franklin India Credit Risk Fund

0.00
6
0.76
1
1.02
1
2.53
1
2.30
15
2.17
14
6.82
7
5.87
9

Icici Prudential Credit Risk Fund

0.00
7
0.21
2
0.57
6
1.79
11
3.37
6
5.88
4
7.61
5
8.19
1

Invesco India Credit Risk Fund

-0.01
8
0.07
9
0.59
5
1.82
7
2.94
11
3.93
13
5.53
12
3.55
13

Aditya Birla Sun Life Credit Risk Fund

-0.01
9
0.11
4
0.55
8
1.84
5
3.39
4
8.29
3
8.42
3
7.21
4

Hdfc Credit Risk Debt Fund

-0.01
10
0.11
3
0.59
4
1.82
6
3.36
7
4.69
10
7.62
4
7.71
2

Sbi Credit Risk Fund

-0.02
11
-0.01
14
0.37
14
1.56
13
3.22
9
4.94
7
6.81
8
7.00
5

Idbi Credit Risk Fund

-0.03
12
0.06
11
0.49
12
2.01
2
3.55
3
4.33
12
5.73
10
3.81
12

Dsp Credit Risk Fund

-0.03
13
0.04
13
0.50
11
1.80
9
2.80
13
10.49
2
6.37
9
4.49
10

Kotak Credit Risk Fund

-0.04
14
0.06
12
0.61
3
1.53
14
2.92
12
2.04
15
5.17
13
6.57
8

Idfc Credit Risk Fund

-0.08
15
-0.09
15
0.34
15
1.69
12
3.17
10
4.37
11
5.68
11
6.72
7
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 Credit Risk Fund

0.44
8
1.24
3
3.13
3
6.91
8
6.12
8

Axis Credit Risk Fund

0.43
9
1.06
11
1.78
8
5.99
11
6.32
7

Franklin India Credit Risk Fund

0.25
15
1.09
8
4.65
2
12.63
5
6.08
9

Boi Axa Credit Risk Fund

0.45
4
1.42
1
7.17
1
15.11
1
-30.36
15

Dsp Credit Risk Fund

0.40
11
1.17
6
2.75
4
6.18
10
3.71
10

Hdfc Credit Risk Debt Fund

0.48
1
1.08
9
1.63
10
7.06
7
8.47
1

Icici Prudential Credit Risk Fund

0.45
5
1.23
4
2.32
5
6.59
9
8.46
2

Idbi Credit Risk Fund

0.44
7
1.04
12
1.36
12
12.80
4
1.96
13

Idfc Credit Risk Fund

0.35
12
0.72
14
1.15
13
4.42
14
6.71
6

Invesco India Credit Risk Fund

0.33
14
0.57
15
0.77
14
3.04
15
2.67
12

Kotak Credit Risk Fund

0.34
13
0.77
13
-0.37
15
5.47
12
6.90
5

Nippon India Credit Risk Fund

0.46
2
1.21
5
1.94
6
9.94
6
2.98
11

Sbi Credit Risk Fund

0.44
6
1.10
7
1.76
9
5.33
13
7.01
4

Uti Credit Risk Fund

0.41
10
1.06
10
1.56
11
14.92
2
-5.87
14

Baroda Bnp Paribas Credit Risk Fund

0.45
3
1.40
2
1.92
7
12.97
3
7.65
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

Aditya Birla Sun Life Credit Risk Fund

0.51
3
1.48
3
3.58
2
7.86
7
7.05
8

Axis Credit Risk Fund

0.50
6
1.28
7
2.22
7
7.01
11
7.47
7

Franklin India Credit Risk Fund

0.16
15
-0.06
15
0.37
14
10.48
6
5.26
9

Boi Axa Credit Risk Fund

0.47
9
1.50
2
7.32
1
15.43
2
-30.17
15

Dsp Credit Risk Fund

0.47
11
1.37
6
3.15
3
7.04
10
4.58
10

Hdfc Credit Risk Debt Fund

0.53
2
1.24
10
1.96
9
7.67
8
9.05
2

Icici Prudential Credit Risk Fund

0.50
5
1.40
4
2.65
4
7.30
9
9.19
1

Idbi Credit Risk Fund

0.50
7
1.22
11
1.73
11
13.63
4
2.66
13

Idfc Credit Risk Fund

0.43
13
0.96
13
1.62
12
5.43
14
7.73
5

Invesco India Credit Risk Fund

0.42
14
0.88
14
1.39
13
4.25
15
3.79
11

Kotak Credit Risk Fund

0.43
12
1.02
12
0.12
15
6.53
12
7.95
4

Nippon India Credit Risk Fund

0.51
4
1.37
5
2.26
6
10.63
5
3.66
12

Sbi Credit Risk Fund

0.50
8
1.26
8
2.08
8
6.00
13
7.69
6

Uti Credit Risk Fund

0.47
10
1.25
9
1.94
10
15.83
1
-5.08
14

Baroda Bnp Paribas Credit Risk Fund

0.53
1
1.60
1
2.32
5
13.82
3
8.49
3
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Credit Risk Fund

-0.23
1
-2.57
8
-1.42
8
2.92
7
2.05
8

Axis Credit Risk Fund

-0.50
4
-1.24
4
-0.90
6
1.67
3
1.29
3

Franklin India Credit Risk Fund

-7.05
13
-6.54
10
-2.08
9
6.14
10
4.04
11

Bank Of India Credit Risk Fund

-0.25
2
-51.84
15
-26.07
15
77.69
15
32.48
15

Dsp Credit Risk Fund

-1.07
6
-2.55
7
-0.86
5
4.30
9
1.98
7

Hdfc Credit Risk Debt Fund

-1.17
7
-2.14
6
-1.03
7
2.63
6
1.94
6

Icici Prudential Credit Risk Fund

-0.42
3
-0.65
1
-0.33
1
1.64
1
1.15
2

Idbi Credit Risk Fund

-3.84
11
-14.48
13
-7.80
13
9.96
13
7.77
13

Idfc Credit Risk Fund

-1.81
9
-1.89
5
-0.70
4
2.18
5
1.67
5

Invesco India Credit Risk Fund

-1.31
8
-0.83
2
-0.59
3
1.64
2
1.02
1

Kotak Credit Risk Fund

-4.25
12
-3.57
9
-2.23
10
3.02
8
2.49
9

Nippon India Credit Risk Fund

-2.30
10
-12.04
12
-6.35
12
7.95
12
6.79
12

Sbi Credit Risk Fund

-0.92
5
-1.14
3
-0.58
2
1.89
4
1.30
4

Uti Credit Risk Fund

-26.57
15
-21.38
14
-21.38
14
12.65
14
8.54
14

Baroda Bnp Paribas Credit Risk Fund

-7.20
14
-8.02
11
-4.25
11
6.19
11
3.66
10
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 Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Credit Risk Fund

0.21
2
0.10
4
0.58
2
0.54
-3.40
8 1.50 1
0.56
4
0.00
4
3.84
4
-0.01
5

Axis Credit Risk Fund

-0.50
12
-0.17
12
0.51
5
0.47

Franklin India Credit Risk Fund

0.20
3
0.10
3
0.48
6
0.46
6.23
3 0.23 6
0.00
7
0.05
2
2.69
6
0.02
2

Bank Of India Credit Risk Fund

0.08
4
0.26
1
0.22
12
0.57
12.89
1 0.00 7
0.00
8
34.47
1
0.83
7
0.10
1

Dsp Credit Risk Fund

-0.29
8
-0.16
10
0.42
8
0.56

Hdfc Credit Risk Debt Fund

0.06
5
0.03
5
0.56
3
0.49
0.44
4 1.12 2
0.38
5
0.00
5
4.79
3
0.00
3

Icici Prudential Credit Risk Fund

0.00
6
0.00
6
0.62
1
0.42
-1.08
6 1.06 3
0.69
3
0.00
6
5.76
2
-0.00
4

Idbi Credit Risk Fund

-0.18
7
-0.05
7
0.19
13
0.58

Idfc Credit Risk Fund

-0.91
14
-0.29
14
0.38
9
0.48

Invesco India Credit Risk Fund

-1.48
15
-0.48
15
0.38
10
0.45
-2.29
7 0.86 4
0.74
1
-0.03
8
3.60
5
-0.02
8

Kotak Credit Risk Fund

-0.85
13
-0.26
13
0.29
11
0.47

Nippon India Credit Risk Fund

-0.38
10
-0.11
8
0.16
14
0.58

Sbi Credit Risk Fund

-0.34
9
-0.13
9
0.53
4
0.46
0.11
5 0.70 5
0.70
2
-0.01
7
6.89
1
-0.02
7

Uti Credit Risk Fund

-0.44
11
-0.16
11
0.02
15
0.53
9.26
2 -1.74 8
0.03
6
0.03
3
0.56
8
-0.02
6

Baroda Bnp Paribas Credit Risk Fund

0.23
1
0.13
2
0.45
7
0.52

Hdfc Credit Risk Debt Fund Additional Return Analysis

Hdfc Credit Risk Debt Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 999.87 1000.99 1005.40 1016.73 1030.41 1040.36 1225.90 1408.76
Direct Plan Value of 1000 Rupee 999.90 1001.11 1005.93 1018.23 1033.64 1046.95 1246.62 1449.54
Fund Information
Fund Launch Date: 06/Mar/2014
Fund Category: Credit Risk Fund
Investment Objective: To generate income/capital appreciation by investing predominantly in AA and below rated corporate debt. There is no assurance that the investment objective of the Scheme will be realized.
Fund Description: An open ended debt scheme predominantly investing in AA and below rated corporate bonds (excluding AA+ rated corporate bonds)
Fund Benchmark: Crisil Short Term Bond Fund Index
Source: Fund FactSheet


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


For Any Question Join Our Group On Facebook



More Mutual Fund Analysis Article

  • An investment instrument that pools money from many investors and uses that money to invest in a diversified portfolio of stocks, bonds, or other securities. 
  • It is managed by a professional investment company.
  • It offers diversification, professional management, and liquidity.

A mutual fund is a pool of funds collected from individuals/ companies/ other entities to invest in financial securities like equity and bond, gold/silver, and commodities. Each mutual fund is managed by one or more fund manager. 

This post will describe the methodology used for different calculations on this website.