Choosing a mutual fund requires more than examining past returns. Investors should assess risk-adjusted performance using metrics such as Alpha, Beta, Sharpe, Treynor, Information and Sortino ratios, along with standard deviation, semi-standard deviation and R-squared. These measures help compare funds, understand volatility, evaluate manager performance and determine suitability for individual investment goals.
from Economic Times https://ift.tt/4YNwop3
from Economic Times https://ift.tt/4YNwop3
Explained: Want to choose the right mutual fund? Check these 10 key ratios
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August 08, 2026
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