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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 – Debt
Now that we have had a look at some of the top equity mutual fund schemes, let us understand the performance of debt funds as well.
Debt fund performance can also be measured using similar ratios as equity – alpha, beta, Treynor's ratio, rolling returns, etc. However, while evaluating the performance of debt mutual funds, the time horizon considered will depend on the kind of debt funds.
Here is the top debt mutual fund in India category-wise.
Liquid Funds
Since liquid funds invest in instruments with a maximum maturity of 91 days, we will consider short time horizons while evaluating their returns. Here are the top 5 direct liquid funds of India with the highest 3-month returns.
Money Market Funds
Since money market funds invest in debt instruments with a maximum maturity of 1-year, we have listed the top 5 money market funds – direct plans based on the highest 1-year returns below:
Dynamic Bond Fund
Dynamic bond funds invest in debt instruments with maturity between 1-5 years. Hence, we have taken 3-year returns for listing the top 5 dynamic bond funds (direct plan).
Gilt Fund
We have taken 3-year returns for listing the top 5 mutual funds in this category.
Corporate Bond Funds
We have categorized 3-year returns for listing the top 5 corporate bond funds:
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