Stop guessing! Learn to compare Indian mutual funds effectively. Don't fall for flashy numbers alone. Invest smarter, not harder.
Absolute returns show simple gains for any period. For investments >1 year, always use CAGR (Compound Annual Growth Rate) – it shows true yearly growth, smoothing market ups & downs.
A fund isn't just competing with other funds; it's competing with an index. Has it consistently beaten its Nifty 50 TRI or SENSEX TRI benchmark over years? That's the real test!
Avoid 1-year traps! Mutual funds are long-term. Evaluate returns across 1, 3, 5, 10 years. Look for consistent outperformance against its benchmark, not just short-term rallies.
It's not just how much you made, but how you made it. Use Sharpe Ratio (more return for less risk) and Standard Deviation (volatility) to pick funds that suit your risk appetite.
Expense Ratio (annual fee) and Exit Load (early exit fee) eat into returns. Choose direct plans for lower expenses. Don't chase 'hot funds' or compare different fund categories!
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