Archive | Mutual Funds

Determining the Variability of Return on Mutual Funds | Financial Management

The following points highlight the top eight methods used for determining the variability of return on mutual funds. The methods are: 1. Standard Deviation 2. Sharpe Ratio 3. Treynor Ratio 4. Sortino Ratio 5. Differential Return 6. Jensen's Alpha 7. Appraisal Ratio 8. M2 Measure.  Method # 1. Standard Deviation: Standard deviation looks at funds volatility in terms of rise [...]

By |2017-10-09T08:51:42+05:30October 9, 2017|Return|Comments Off on Determining the Variability of Return on Mutual Funds | Financial Management

Calculating Entry Load and Exit Load on Mutual Funds | Financial Management

The following article will guide you about how to calculate entry load and exit load on mutual funds. A Load Fund is one that charges a percentage of NAV for entry or exit. That is, each time one buys or sells units in the fund, a charge will be payable. This charge is used by the mutual fund for marketing [...]

By |2017-10-09T08:51:37+05:30October 9, 2017|Mutual Funds|Comments Off on Calculating Entry Load and Exit Load on Mutual Funds | Financial Management

Top 9 Advantages of Mutual Fund

This article throws light upon the top nine advantages of mutual fund. The advantages are: 1. Diversification 2. Expert Supervision and Management 3. Liquidity 4. Reduced Risk 5. Tax Advantage 6. Low Operating Costs 7. Flexibility 8. Higher Returns 9. Investor Protection. Advantage # 1. Diversification: A large number of investors have small savings with them. They can at the [...]

By |2016-06-28T09:22:04+05:30June 28, 2016|Mutual Funds|Comments Off on Top 9 Advantages of Mutual Fund
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