How mutual funds are analyzed in India?

  1. Fund Performance Vs Benchmark Performance. While analysing a mutual fund, the first thing you must check is the performance of the fund against its benchmark.
  2. Expense Ratio.
  3. Risk.
  4. Portfolio Turnover Ratio.
  5. Study the fund’s Alpha and Beta.
  6. Strength of the fund indicator.
  7. Quality of Mutual Fund Scheme Holdings.

How do you Analyse data from a mutual fund?

Step 1: Determine the sector weights for both the fund and the index. Step 2: Calculate the contribution of each sector for the fund by multiplying the sector weight by the sector return. Repeat for the index. Step 3: Calculate the rate of return for the fund by adding the contribution of each sector together.

What percentage of Indians invest in 2020 mutual funds?

Bank deposits, insurance funds and provident & pension funds accounted for two-thirds of the financial assets of Indian households as of December 31, 2020, according to data released by the Reserve Bank of India (RBI). Mutual fund investments formed just 9.4 percent of an Indian household’s savings in financial assets.

What is the performance of mutual funds in India?

Category wise Mutual Fund returns

Fund Name Category 1Y%
HDFC Multi – Asset Fund Debt-MIP 17.86
Nippon India Strategic Debt Fund Debt-Income 17.45
Franklin India Low Duration Fund Debt-Ultra Short Term 16.61
IDBI Credit Risk Fund Debt-Income 16.40

What are key parameters for mutual fund analysis?

There are five main indicators of investment risk that apply to the analysis of stocks, bonds, and mutual fund portfolios. They are alpha, beta, r-squared, standard deviation and the Sharpe ratio.

How do you evaluate mutual funds?

How to Evaluate Mutual Fund Performance

  1. Define the Investment Goals. What is the purpose of my investment?
  2. Shortlist a few peer Funds to compare.
  3. Check the historical Performance Data.
  4. Fee Structure of the Fund.
  5. Risk-Adjusted Returns.
  6. Performance against Index.
  7. Alpha.
  8. Expense Ratio.

What is the average return on mutual funds in India?

Value-oriented mutual fund schemes or value funds offered an average return of 35% in 2021, according to Value Research. These schemes have given around the same 35% returns this year till date….

Scheme name Returns (%)
Nippon India Value Fund 40.06

What will be the future of mutual funds in India?

The future of mutual fund in India (roughly 5-6 years from now) will be API-led. Customers will prefer to buy from aggregators as a default practice. Moreover, Innovation Sandboxes may help new fintech players to come up with customer-centric aggregator solutions.

How do mutual funds find benchmarks?

The easiest way to do it is by using the fund fact sheet. In simple terms, the fund fact sheet shows the performance of all the schemes managed by your fund house, including your investment. You must compare these financial ratios with the mutual fund schemes in the same category to understand where your fund stands.

What is mutualfund India? is a complete guide to mutual funds which provides detailed information on performance of various schemes including latest NAVs and fund comparisons.

How is the India mutual fund industry segmented?

The India Mutual Fund Industry is segmented based on the asset class (Debt oriented schemes, Equity oriented Schemes, Money Market, and ETFs & FoFs), by source of funds (Bank Sponsored, Retail Investors, Indian Institutional Investors, FIIs, Insurance Companies, and Others) – Growth, Trends, and Forecast (2020-2025).

What is included in the Mutual Fund report?

The report contains the list of mutual funds, presented in descending order of performance based on last 1 year data. AUM (Rs. Cr) Sundaram Long Term Micro Cap Tax Advanta…

What percentage of investors invest through the direct route?

With non-equity oriented schemes purchased primarily by institutional investors, the proportion of direct purchase is 60% for these schemes. AMFI data for September 2015 reveal that investment for 11% of retail investors and 15% of HNI investors was through the direct route.