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Sharpe Ratio in Mutual Fund
The Sharpe Ratio in a mutual fund helps evaluate risk-adjusted returns. In simpler terms, it tells you whether the …
Sortino Ratio Meaning
The Sortino Ratio measures the risk-adjusted return of an investment. It differs from other metrics by focusing solely on …
Sharpe Ratio vs Sortino Ratio
The main difference between the Sharpe Ratio and Sortino Ratio is that the Sharpe Ratio considers both positive and …
Real Estate Mutual Funds
Real Estate Mutual Funds pool investors’ capital to strategically invest in a curated selection of real estate assets. They …
History of Mutual Funds
The Indian mutual fund industry originated in 1963 with the establishment of the Unit Trust of India (UTI). It …
Lock In Period Meaning
A lock-in period is a certain time duration in which one cannot sell or withdraw the investments. Its purpose …
Sectoral Mutual Funds
Sectoral Mutual Funds are investment funds concentrating on a specific sector or industry, allowing investors to focus on that …
Rolling Returns
Rolling returns is a method used to analyze the performance of an investment over a certain period, which rolls …
Alpha In Mutual Fund
Alpha measures a mutual fund’s performance compared to its benchmark index. A positive alpha indicates that the fund has …
NPS Vs SIP
The primary difference between NPS (National Pension System) and SIP (Systematic Investment Plan) is that NPS is a retirement-focused, …
Passive Mutual Funds
Passive Mutual Funds are designed to replicate the performance of a market index, such as the NSE Nifty 50 …
Nifty Bees Vs Index Fund
The primary difference between Nifty BeES and Index Funds is that Nifty BeES are exchange-traded funds (ETFs) that are …