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Module Units
- 1. Introduction: Mutual Funds
- 2. How Does a Mutual Fund Investment Work?
- 3. Different Types of Mutual Fund Schemes
- 4. Open-ended and close-ended Mutual Funds
- 5. Advantages of Mutual Funds
- 6. Mutual Fund Structure and Constituents
- 7. Concept of AUM
- 8. New Fund Offer (NFO)
- 9. What is an Offer Document?
- 10. Concept of Benchmark
- 11. What is NAV?
- 12. Risks Associated with Mutual Fund Investing
- 13. Beta and Sharpe Ratio - A Measure of Risk
- 14. Measuring Mutual Fund Returns
- 15. Concept of Rolling Returns
- 16. Capital Gains Tax
- 17. Direct and Regular Mutual Fund Plans
- 18. Equity Mutual Fund
- 19. Debt Mutual Funds
- 20. Hybrid Mutual Funds
- 21. Exchange-Traded Funds
- 22. Arbitrage Mutual Funds
- 23. Systematic Investment Plans (SIP)
- 24. Systematic Transfer Plans (STP)
- 25. Systematic Withdrawal Plans (SWP)
- 26. Understanding Your Financial Goals
- 27. How to Set-up and Achieve Your Financial Goal?
- 28. How to Choose the Correct Mutual Fund? Aligning Your Goals to Various Types of Mutual Funds
- 29. How to Evaluate a Mutual Fund Scheme Performance? – Equity
- 30. How to Evaluate a Mutual Fund Scheme Performance – Debt
- 31. How to Evaluate a Mutual Fund Scheme Performance? – Hybrid Funds
- 32. How Can You Invest in Mutual Funds?
- 33. Statement of Accounts (SOA)
How to Evaluate a Mutual Fund Scheme Performance? – Equity
Whether you are planning to invest in a mutual fund or have already invested in one, tracking the scheme’s performance is essential. By following the mutual fund’s performance, you will be able to understand the right time to invest or the right time to redeem.
The performance of equity mutual funds can be measured in various ways, the most important being:
1. Alpha
2. Beta
3. Expense Ratio
4. Rolling Returns
5. Treynor’s ratio
We have discussed all of the above in the earlier chapters of this module.
Now let us take a quick look at the top equity mutual funds in India – divided category-wise.
Large-Cap Equity Mutual Funds:
Mid-Cap Equity Mutual Funds:
Small-Cap Equity Mutual Funds:
Data were taken on 31.10.2021
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