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How to analyze an equity mutual fund? 

Zerodha Varsity
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Let's say you have shortlisted a couple of equity mutual funds, how do you choose between those? While it's almost impossible to predict which fund will do better, you can ensure that you can pick funds that are well managed. Also, picking funds just by looking at the past return is a recipe for disaster.
In this video, Karthik explains:
1. Why you shouldn't just look at point to point returns and instead look at rolling returns
2. How do understand the risk and return trade-off of funds
Check out the chapter on rolling returns to learn more: zerodha.com/va...

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3 окт 2024

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Комментарии : 40   
@viniciusvec
@viniciusvec 7 месяцев назад
I love the "if you're capable of nitpicking on the fund's portfolio, then why mutual funds. With that, let's move on" 🧐
@jschy.4263
@jschy.4263 Год назад
I am a teacher and I learn a lot of things from this video not only about finance but also teaching methodology.🙏
@subramanianpalaniappan3561
@subramanianpalaniappan3561 12 дней назад
The clarity of explanations is awesome. It is a great way to explain with example. Thanks sir
@karthikbalan2814
@karthikbalan2814 Год назад
Super sir... Important metrics like Rolling returns and Info from morning star are good...Usually i follow this way of analysing funds...
@kappy343
@kappy343 8 месяцев назад
Finally found varsity on RU-vid. Thank youu for making these videos.
@shriidharkulkarni6648
@shriidharkulkarni6648 7 месяцев назад
Excellent.. words are too short to convey my appreciation. Thanks a lot.
@gokulvrindavan1858
@gokulvrindavan1858 7 месяцев назад
I'm so much impressed by your fitness
@swamidasdalvi4845
@swamidasdalvi4845 7 месяцев назад
Yeah take him out for a date
@gokulvrindavan1858
@gokulvrindavan1858 7 месяцев назад
@@swamidasdalvi4845 I appreciated his dedication, efforts to stay healthy and fit. Don't be rude
@nityah6815
@nityah6815 4 месяца назад
yes!
@shubhamujain3786
@shubhamujain3786 5 месяцев назад
Hi Karthik, thanks for knowledgable series Question - if a mutual fund manager is changing every 3yrs how you analyse such mutual fund ( ex icici prudential large and mid cap fund)?
@akshayposhattiwar9546
@akshayposhattiwar9546 Год назад
Hello Sir....The video is very informative...thank you for all the information I had one query though. I have few equity mutual funds in regular plan....and wanted to switch to direct plan. As the funds are performing well I would preferably take the same funds in direct plan. Q1. What all parameters/charges should I look at? Q2. How do I calculate the TDS on closure of these mutual funds? Any document or info you can point to for this.
@varsitybyzerodha
@varsitybyzerodha Год назад
Hey Akshay, we've explained regarding this taxation bit here: support.zerodha.com/category/mutual-funds/understanding-mutual-funds/about-mutual-funds/articles/how-does-taxation-work-for-mutual-fund-investments Regarding your questions on charges, there are no charges from Zerodha Coin when you buy and sell a mutual fund.
@sukumars2384
@sukumars2384 Год назад
Your video is highly informative and your presentation is simply superb. Thank you so much.
@ikigaiwealth
@ikigaiwealth 8 месяцев назад
One shall not jsut shop around because the expense ratio is high. A good product is a good option so people do not have problems when they pay a little higher for such things.
@AlphaMonger
@AlphaMonger Год назад
Is it advisable for SIP investors to consider taking partial profits during a bull market when the market is at its peak and then transition a portion of their investments into debt funds?
@bathtub_farter
@bathtub_farter Год назад
This is a good question
@venkatramannarayanaswamy7112
Fantastic. Great info.
@mePrafull
@mePrafull 7 месяцев назад
Thank you very much sir
@rmvspeaks
@rmvspeaks 17 дней назад
TER is calculated on Invested amount or the current amount ( in a more simplified way is it calculated on my principle invested or the amount) ?
@VijayT-yu1bx
@VijayT-yu1bx 5 месяцев назад
Nice video on mf analysis very useful
@darkmatter4768
@darkmatter4768 6 месяцев назад
7:37 both fund and category lacked benchmark means you are saying that both has greater SD than index ?
@insights_isha
@insights_isha 3 месяца назад
Hey could you please explain the tax implications of mutual fund if I invest for five years? How much tax I have to pay?
@prateekznmd
@prateekznmd Год назад
Good information 😊
@curiosityjunkie2841
@curiosityjunkie2841 Месяц назад
Wouldn't the CAGR be 22.47% for 1st guy ?
@karthiks7811
@karthiks7811 Год назад
How to analyse a new fund which is launched? Which websites have rolling returns
@varsitybyzerodha
@varsitybyzerodha Год назад
Hi Karthik, we'd spoke about this on Twitter. Do check this thread: twitter.com/CoinByZerodha/status/1660913873325789185
@gotobasics145
@gotobasics145 10 месяцев назад
Sir I am planning for these funds. Can u pls suggest changes in this portfolio UTI nifty fifty index Parag parekh flexi cap fund direct growth Axis growth opportunity fund direct growth Kotak small cap fund direct growth
@financialfreedom6981
@financialfreedom6981 Месяц назад
I have a question with down side capture ratio if the category is 90 and MF is 72....it should be lesser then 90 or more ?
@DdddG-ls7db
@DdddG-ls7db 4 месяца назад
🙏🏻
@baIIshevik
@baIIshevik Год назад
Is there any platform to compare the mutual funds like in this video
@ashutoshkankane3026
@ashutoshkankane3026 Год назад
Sir Rolling returns of the same fund for the same period for the same date is showing different on different websites. How can we be sure? Which website is giving correct data.
@kulrao
@kulrao Год назад
Sir firstly how to do sorting of equity mf ??? Bcz equity is so many different types of funds than comparing to it's peer
@varsitybyzerodha
@varsitybyzerodha Год назад
Hi Kuldeep, we've explained this here: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-6sq2o1atWLY.html
@GururajBN
@GururajBN 3 месяца назад
Too much numerical or statistical analysis is confusing. I prefer Large Cap funds, and a mix of LC and Midcap funds. It provides fair degree of growth and security to the capital. These are not going to go up in a puff! This rule has worked well for me for the last seven years.
@schoolmandy
@schoolmandy Год назад
Does Coin App show details like Sharp Ratio, Standard deviation and other risk related parameters.
@varsitybyzerodha
@varsitybyzerodha Год назад
Hi, we're working on adding these to the Coin app. We'll keep you posted.
@mannamathe
@mannamathe 6 месяцев назад
Where can i get these data e.g. alpha, beta etc...
@athu1254
@athu1254 20 дней назад
On Sites Like Money control, ET Money
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