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Funds

Compare mutual funds and ETFs using the correct scheme, category, benchmark and return window.

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  1. 1 Fund, scheme, plan, option and share-class identity Fund, scheme, plan, option and share-class identity means examining exact mutual-fund plans, share classes and ETF listings with their mandates, NAV evidence, costs, holdings and benchmarks with the identity, period, unit, source and limitations kept visible. It is a disciplined way to describe evidence, not a shortcut to an investment conclusion. 4 min read Beginner
  2. 2 NAV, valuation date and publication timing NAV, valuation date and publication timing means examining exact mutual-fund plans, share classes and ETF listings with their mandates, NAV evidence, costs, holdings and benchmarks with the identity, period, unit, source and limitations kept visible. It is a disciplined way to describe evidence, not a shortcut to an investment conclusion. 4 min read Beginner
  3. 3 Growth, accumulation, IDCW and distribution classes Growth, accumulation, IDCW and distribution classes means examining exact mutual-fund plans, share classes and ETF listings with their mandates, NAV evidence, costs, holdings and benchmarks with the identity, period, unit, source and limitations kept visible. It is a disciplined way to describe evidence, not a shortcut to an investment conclusion. 4 min read Beginner
  4. 4 Segregated portfolios and side pockets Segregated portfolios and side pockets means examining exact mutual-fund plans, share classes and ETF listings with their mandates, NAV evidence, costs, holdings and benchmarks with the identity, period, unit, source and limitations kept visible. It is a disciplined way to describe evidence, not a shortcut to an investment conclusion. 4 min read Intermediate
  5. 5 Trailing returns and CAGR Trailing returns and CAGR means examining exact mutual-fund plans, share classes and ETF listings with their mandates, NAV evidence, costs, holdings and benchmarks with the identity, period, unit, source and limitations kept visible. It is a disciplined way to describe evidence, not a shortcut to an investment conclusion. 4 min read Intermediate
  6. 6 Volatility, drawdown and downside statistics Volatility, drawdown and downside statistics means examining exact mutual-fund plans, share classes and ETF listings with their mandates, NAV evidence, costs, holdings and benchmarks with the identity, period, unit, source and limitations kept visible. It is a disciplined way to describe evidence, not a shortcut to an investment conclusion. 4 min read Advanced
  7. 7 Benchmark selection and date alignment Benchmark selection and date alignment means examining exact mutual-fund plans, share classes and ETF listings with their mandates, NAV evidence, costs, holdings and benchmarks with the identity, period, unit, source and limitations kept visible. It is a disciplined way to describe evidence, not a shortcut to an investment conclusion. 4 min read Intermediate
  8. 8 Expense ratios, loads and disclosed costs Expense ratios, loads and disclosed costs means examining exact mutual-fund plans, share classes and ETF listings with their mandates, NAV evidence, costs, holdings and benchmarks with the identity, period, unit, source and limitations kept visible. It is a disciplined way to describe evidence, not a shortcut to an investment conclusion. 4 min read Beginner
  9. 9 Mandate, category, holdings and AUM Mandate, category, holdings and AUM means examining exact mutual-fund plans, share classes and ETF listings with their mandates, NAV evidence, costs, holdings and benchmarks with the identity, period, unit, source and limitations kept visible. It is a disciplined way to describe evidence, not a shortcut to an investment conclusion. 4 min read Beginner
  10. 10 ETF listing identity, trading price and NAV ETF listing identity, trading price and NAV means examining exact mutual-fund plans, share classes and ETF listings with their mandates, NAV evidence, costs, holdings and benchmarks with the identity, period, unit, source and limitations kept visible. It is a disciplined way to describe evidence, not a shortcut to an investment conclusion. 4 min read Beginner
  11. 11 ETF liquidity, premium/discount and tracking difference ETF liquidity, premium/discount and tracking difference means examining exact mutual-fund plans, share classes and ETF listings with their mandates, NAV evidence, costs, holdings and benchmarks with the identity, period, unit, source and limitations kept visible. It is a disciplined way to describe evidence, not a shortcut to an investment conclusion. 4 min read Advanced
  12. 12 Fund screening, NFOs, documents and unavailable evidence Fund screening, NFOs, documents and unavailable evidence means examining exact mutual-fund plans, share classes and ETF listings with their mandates, NAV evidence, costs, holdings and benchmarks with the identity, period, unit, source and limitations kept visible. It is a disciplined way to describe evidence, not a shortcut to an investment conclusion. 4 min read Advanced