TOP NEWS

Mutual Funds₹10,000 SIP becoming unaffordable? Why cutting it to ₹2,000 may be better than stopping

Completely pausing SIPs would provide greater immediate relief but would also mean making no fresh investments during that period.

MUTUAL FUNDS NEWS

Too many mutual funds? Why three well-chosen schemes may work better than 10, explains expertOwning 10 or more mutual funds may seem like smart diversification, but overlapping holdings can increase complexity without reducing risk. Expert Deepak Dhabalia explains why three carefully selected schemes may be sufficient for long-term wealth creation.

Investors may start with one or two schemes before adding funds based on recent returns, new fund offers (NFOs), recommendations or the popularity of particular market segments.

PPFAS beats benchmark 99.6% of the time, but HDFC leads on returns: Which flexi-cap fund should you choose?
Nifty 50 gains 1.91%, microcaps crash nearly 9% in October: Should investors shift SIPs to large caps?
Nifty trading at 18% discount to 10-year average: Is it time to invest in large-cap mutual funds?
BT Explainer | Mutual fund direct plans to become default on AMC apps from Nov 1: What investors need to know

BT - Value Research Best 1000 MF schemes

BT and Value Research bring you a comprehensive factsheet of 1,000 mutual fund schemes across three categories, listed on the basis of their assets under management.

BEST MUTUAL FUNDS

Find the best performing mutual funds across different time duration

Equity Funds

Hybrid Funds

Debt Funds

Liquid

Commodities

Alternative

Equity Funds

Flexi Cap

Returns <= 1 year are absolute and > 1 year are annualised

Only Growth, Direct and Non-ETF schemes are considered

For Category returns, all scheme variants are considered

BT MUTUAL FUND MANAGER RANKING

Ranking In :

Portfolio manager ranking is based on 3 Year Information Ratio
Category benchmark is used in calculating Information Ratio

Information Ratio (a.k.a Appraisal Ratio) shows the consistency of a fund manager in generating excess returns over the benchmark. It is measured by dividing the Mean Active return (Fund Return Benchmark Return) by the volatility of Active return. The volatility (or Standard Deviation) of Active return is called Tracking Error.

Information Ratio = Mean of (Portfolio Return – Benchmark Return) / Tracking Error

The higher the Information Ratio, the more consistent the fund manager is in generating excess returns.