Performance parameters and recommendations of fund rankings in terms of quality of return, volatility, and risk incurred.
Categorizing and indexing fund's performance over multiple time frames to understand its risk adjusted returns, ratios, and portfolios.
A detailed insight into scheme performance, the asset allocation of the scheme and how it has been constructed over time.
Mutual funds have become a popular investment option in recent years, as they offer the potential for higher returns than more traditional investments such as savings accounts or bonds. However, merely tracking the historical returns and fund rankings will not help you choose the right fund. Here, we discuss topics such as investment objectives, levels of financial freedom, performance parameters, and how they will help you understand what to look for in a fund. We will also cover some key concepts such as risk and return, asset allocation, and diversification.
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Read MoreOur financial calculators can help you determine the best investment strategy for your needs taking into account your investment objective, level of financial freedom, and other performance parameters.
Co-Founder & CIO
Jain Portfolio Managers LLP
Chief Investment Officer
Baroda BNP Paribas Mutual Fund
Head Equities
Canara Robeco Mutual Fund
Director & Senior Fund Manager
PGIM Investments
Fund Manager
Axis Mutual Fund
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Vikash Kumar
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Vikash Kumar
"There are many variations of passages of Lorem Ipsum available, but the majority have suffered alteration in some form, by injected humour, or randomised words which don't look even slightly ..."
Vikash Kumar
"There are many variations of passages of Lorem Ipsum available, but the majority have suffered alteration in some form, by injected humour, or randomised words which don't look even slightly ..."
You can access performance data for all of our funds on our website. In addition, we also offer a range of analytical tools that can help you evaluate a fund's performance and choose the right one for your clients.
DiscoverThe mutual fund industry is rife with different types of funds, strategies, and terminology.
We are here to help you make sense of it all.
Mutual funds are set up by a fund manager who pools the money of many investors to invest in stocks, bonds, and other types of investments. The mutual fund is managed by the fund manager, who develops an investment strategy with the help of a team of financial professionals.
A mutual fund is an investment vehicle that pools money from multiple investors to acquire a diversified portfolio of stocks, bonds, or other securities. Each investor buys shares in the mutual fund, and the fund is managed by a professional portfolio manager. The main advantage of mutual funds is that they offer investors an opportunity to diversify their investments across various asset classes, which can help mitigate risk. Mutual funds operate on the basis of economies of scale, allowing individuals to invest in a professionally managed portfolio without needing substantial capital.
Equity investment refers to the purchase of shares in a company, thereby acquiring ownership stakes. Unlike fixed-income investments, such as bonds, equity investments can yield higher returns over the long term, reflecting the company's growth. However, equities also come with greater volatility and risk; their prices are influenced by market conditions, economic factors, and company-specific developments. In contrast, other investment forms, like real estate or fixed-income securities, may offer more stability but typically provide lower returns than equities over a prolonged period.
When considering schemes, it's vital to know the risk levels, returns, and other parameters, like asset allocation and periodic rebalancing, for the respective fund categories.
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