How To Compare Mutual Fund Schemes? Returns, Costs & Risks

#mutualfunds #investing

The success or failure of every mutual fund investment revolves around three factors. Three crucial factors decide whether our mutual fund investment succeeds or fails. Once we understand these three factors,/ we will be able to select the best mutual funds from the thousands of options available. So in this video, we'll check what are those three factors / and how they affect the returns from our mutual fund investments.

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0:00 Intro
1:10 Returns
1:38 Absolute Returns
2:04 Annual Returns
2:38 CAGR
3:33 XIRR
3:56 Trailing Returns
5:08 Rolling Returns
5:49 Risks
6:10 Company/Sector Risk
6:49 Market Risk
7:17 Risk of Inflation
8:07 Interest Rate Risk
8:37 Credit Risk
9:15 Standard Deviation
9:55 Beta
10:43 Sharpe Ratio
11:36 Sortino Ratio
12:16 Alpha
13:15 Costs
13:45 Front Load
14:18 Expense Ratio
15:45 Exit Load

*None of this is meant to be construed as investment advice, it's for entertainment purposes only. The links above include affiliate commissions or referrals. The video is accurate as of the posting date but may not be accurate in the future.