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Mutual Fund Selection - Sharpe Ratio

Download Tax Saving Mutual Fund Application Forms Invest In Tax Saving Mutual Funds Online Buy Gold Mutual Funds Leave a missed Call on 94 8300 8300   Sharpe Ratio Sharpe ratio evaluates the performance of a portfolio based on the total risk of a portfolio. It measures the excess return generated by a portfolio over the risk free rate in relation to the total risk or standard deviation of a portfolio. Sharpe Ratio= (Rp - Rf)/σ Where, Rp=return on the portfolio, Rf= risk free rate and ?= standard deviation of the return of the portfolio Higher the Sharpe ratio, better is the fund. Illustration: Consider two funds A and B. Let return of fund A be 30% and that of fund B be 25%. On the outset, it appears that fund A has performed better than Fund B. Let us now incorporate the risk factor and find out the Sharpe ratios for the funds. Let risk of Fund A and Fund B be 11% and 5% respectively. This...

Results analysis of your investment

Invest In Tax Saving Mutual Funds Online Download Tax Saving Mutual Fund Application Forms Buy Gold Mutual Funds Call 0 94 8300 8300 (India)     THE time of quarterly results are such that investors in equities need to pay attention to what is happening. There are several trends that might be visible but when it comes to the overall equity investments, the requirement of seeing the results and what they actually indicate is very important. This happens because the longterm performance of the stock of a company is dependent on the kind of results that are declared to a large extent, and this is one area that should receive the focus of investors. Here are a few things that everyone should look out for.   Overall growth: The first thing that investors should look out for in the case of the quarterly results is whether the company is on the path of growth or not. This would be visible in the form of the rise in...

Canara Robeco Short Term Fund Exit load

Invest In Tax Saving Mutual Funds Online Download Tax Saving Mutual Fund Application Forms Buy Gold Mutual Funds Call 0 94 8300 8300 (India)   Canara Robeco Mutual Fund changed the exit load of Canara Robeco Short Term Fund from the previous 0.5 per cent on redemptions within 3 months, to 0.5 per cent on redemptions within 6 months.   The change will be effective from October 28, 2013. Happy Investing!! We can help. Call 0 94 8300 8300 (India) Leave your comment with mail ID and we will answer them OR You can write back to us at PrajnaCapital [at] Gmail [dot] Com --------------------------------------------- Invest in Tax Saving Mutual Funds ( ELSS Mutual Funds ) to upto Rs 1 lakh and Save tax under Section 80C. Invest Tax Saving Mutual Funds Online Tax Saving Mutual Funds Online These links can be used to Purchase Mutua...

SBI Emerging Businesses Fund Invest Online

Invest In Tax Saving Mutual Funds Online Download Tax Saving Mutual Fund Application Forms Buy Gold Mutual Funds Call 0 94 8300 8300 (India)   SBI Emerging Businesses   Invest Online The top-performing mid-cap scheme of 2012, SBI Emerging Business has somewhat disappointed its investors so far in the current fiscal by under-performing both the category average and broader indices. Its year-to-date (YTD) returns stand at –16.1% against –8.6% average gains by the category of mid-cap schemes and Nifty’s 3.32% returns. But given its consistent long-term track record, its annualised weighted average return over the five-year period stands better than its peers. The scheme is currently overweight FMCG but underweight technology, which seem to have impacted its performance in the interim. But given the fund manager’s proven track record in managing this scheme, it is expected that the scheme will g...
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