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Important mutual fund metrics when picking mutual funds 

Zerodha Varsity
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So far in the series, we've discussed equity and debt mutual funds, how they work, and the risks. Putting all this together, once you get down to building your portfolio, you need to analyze funds before investing in them. So, the question is how do you pick mutual funds? Picking mutual funds is as much an art as it is science. There's no one guaranteed way to pick funds. But if you invert that question, whenever you are analyzing funds, you need to look at certain key metrics to evaluate them. In this video, Karthik explain key ratios like beta, alpha, and Sharpe ratio that are important when you're analyzing funds.
Learn more about all these metrics here: zerodha.com/varsity/chapter/m...

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7 июл 2024

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Комментарии : 53   
@mohdkashif1988
@mohdkashif1988 4 месяца назад
So many fake fin-influencers selling their course and never gave this much in depth information
@kingharji9170
@kingharji9170 5 месяцев назад
Benchmark (95 Marks in physics vs 93 Marks) Beta (less than 1) Alpha (Higher the alpha the better it is) Standard Deviations (Less is best) Sharpe Ratio (Higher it is higher returns we get) Only use in Equity MF Capture Ratio
@rajun9428
@rajun9428 Год назад
Karthik rangappa is one of the Best guru of stock market and finance in India....his varsity is just amazing, even school children can understand it such a nice presentation....keep it up ,👍
@shashankraj2690
@shashankraj2690 Год назад
Most appropriate video for mutual fund investors...many thanks for this series.
@tamilkeerthi
@tamilkeerthi 2 месяца назад
Zillion thanks for all the commendable work.
@abhipatil4844
@abhipatil4844 Год назад
Awesome share
@m_chael09
@m_chael09 Год назад
Thank you for these videos! Would love to see a video on Analyzing Debt Mutual Funds.
@Sandeesh_Srikantam
@Sandeesh_Srikantam Год назад
Equity n debt funds analysis are two different ball games. Plz be careful about the difference.
@prateekznmd
@prateekznmd Год назад
Good, keep it up 👍
@arunms8696
@arunms8696 3 месяца назад
Thank you❤
@spandan2843
@spandan2843 11 месяцев назад
🌱 Thank u sir .....
@varunmehra3004
@varunmehra3004 8 месяцев назад
Ho zerodha can you plz suggest if this measure can be considered for futur selection as the data used is historical return to calculate ratios..
@abhishek-en7dj
@abhishek-en7dj Год назад
is the calculation of 3.75% correct ? as per the formula it should be = 2.25%
@Ishaajaytravelvlogs
@Ishaajaytravelvlogs Год назад
Exactly my question
@Ishaajaytravelvlogs
@Ishaajaytravelvlogs Год назад
@zerodha varsity : please confirm calculation
@surajjha8250
@surajjha8250 11 месяцев назад
formula presentation was wrong
@sumitsahal1108
@sumitsahal1108 10 месяцев назад
The formula is ((Return-risk free return)-(benchmark return-risk free return)*beta))={[10-4]-([7-4]*0.75)}=6-2.25=3.75%
@Rajan_Kr_Sahu
@Rajan_Kr_Sahu 10 месяцев назад
Mast video 📹
@jaydeepagarwal5667
@jaydeepagarwal5667 4 месяца назад
sir if alpha is negative is the fund investible if betta is less than 1
@RahulSharma-cm3ct
@RahulSharma-cm3ct 18 дней назад
Generally what is sharpe ratio value of good growth funds?
@shubhampatel4426
@shubhampatel4426 Год назад
Can you please make a video about CFA certification ? Like what are the opportunities and growth (especially for an engineering background)
@varsitybyzerodha
@varsitybyzerodha Год назад
Hi Shubham, we'll look into the posssibilities, thanks.
@renuchaudhry2328
@renuchaudhry2328 Год назад
Shouldn’t the Alpha be 2.25% ?
@rahult.s5318
@rahult.s5318 3 месяца назад
same doubt for me . i did the math and i got 2.25
@rohanjasani7818
@rohanjasani7818 3 месяца назад
Alpha = (10-4) - 0.75(7-4) = 3.75 The formula given is a bit wrong
@anaesthesiabootcamp9115
@anaesthesiabootcamp9115 3 месяца назад
Also wht is significance of risk free rate...because it cancels itself out. {(10-4)-(7-4)} i.e. 10-4-7+4 So no significance of 4??!!
@Cyber_Wizard
@Cyber_Wizard 7 месяцев назад
What is risk free rate?
@Sandeesh_Srikantam
@Sandeesh_Srikantam Год назад
In the next video, while analysing the funds please consider trynor ratio also. Or let us know why you gave it a skip.
@Attuluri_85
@Attuluri_85 Год назад
Hoooo
@varsitybyzerodha
@varsitybyzerodha Год назад
Hi Sundeesh, we wanted to cover basic ratios that most people can understand :)
@adfernand987654321es
@adfernand987654321es 3 месяца назад
What about tracking ratio?
@praddyumnadurge9341
@praddyumnadurge9341 Год назад
❤️❤️
@rhythm.19
@rhythm.19 7 месяцев назад
I think there is a mistake in the brackets. Correct calculation is: (10% - 4%) - {(7% - 4%) x .75} = 6 - (3 x .75) = 6 - 2.25 = 3.75
@swamidasdalvi4845
@swamidasdalvi4845 4 месяца назад
So what's new with Zerodha varsity videos? Just take a look at the CAGR formula fiasco in their corresponding video for basic personal finance math🥵 Totally throws a newbie off and misinforms rather than informs. Even the sharpe ratio example is wrong. Fund B is clearly better even with the higher standard dev of 34 as its sharpe is 0.2941 while A's is 0.2857. I don't think there's a case for rounding as the fractions can be compared easily using basic primary level mental math without reaching for the calc.
@subhankarkanungo8373
@subhankarkanungo8373 Год назад
advance level research
@sarthaksharma8389
@sarthaksharma8389 8 месяцев назад
Where to find all these metrics in a single place in order to compare the funds? Is there any particular website/app for it?
@jyotiaggarwal5064
@jyotiaggarwal5064 5 месяцев назад
Money control app
@NagarajCruze
@NagarajCruze 6 месяцев назад
Sortino ratio?
@anaesthesiabootcamp9115
@anaesthesiabootcamp9115 3 месяца назад
Very useful info. One doubt. You said alpha = {(MFR - RFR) - (BMR - RFR)} × beta. So effectively this looks like (MFR-BMR)×beta (Basic algebra). So cannot find the significance of Risk-Free Rate here. Also in the given example, putting values in formula {(10-4)-(7-4)}x0.75 = 3x0.75 = 2.25 and not 3.75!!!!
@shreeshavitthala
@shreeshavitthala 3 месяца назад
Yes there's something wrong here
@shreeshavitthala
@shreeshavitthala 3 месяца назад
I just noticed that the formula is correctly given in varsity textual module
@akashraven
@akashraven Год назад
I want to learn trading . I have 30k in my account currently . Can I start investing . If yes teach me how . Please do a class on it .
@varsitybyzerodha
@varsitybyzerodha Год назад
Hi Akash, you can start off by looking at this playlist :) ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-GcZW24SkbHM.html
@gokulvrindavan1858
@gokulvrindavan1858 4 месяца назад
​@@varsitybyzerodhawhere are you from sir?
@Bets009
@Bets009 2 месяца назад
To be honest you can't trade with 30k , you need atleast 6 lakhs to start
@Ishaajaytravelvlogs
@Ishaajaytravelvlogs Год назад
Shouldn’t alpha be 2.25% in given example?
@varsitybyzerodha
@varsitybyzerodha Год назад
Hi, no. The calculation is (10-4) - (7-4) X 0.75 = 3.75
@thathapawraroad7539
@thathapawraroad7539 11 месяцев назад
That means the second brackets (braces) have been wrongly put in the formula shown in the video (4:01).
@gokulvrindavan1858
@gokulvrindavan1858 4 месяца назад
​@@varsitybyzerodha where are you from sir
@adfernand987654321es
@adfernand987654321es 3 месяца назад
Sorry tracking error
@kumarsaket6877
@kumarsaket6877 2 месяца назад
Another mistake which I found today. In alpha calculation [(10-4) - (7-4)]*0.75 = 2.25 and not 3.75. Are you poor at math and just overwhelmed by oversight!!! Please review and then post.
@GopalSharma-qw2jt
@GopalSharma-qw2jt 3 месяца назад
Un necessary ba। ....ba no use, very hurry fast speeking
@manojbarbighia60
@manojbarbighia60 5 месяцев назад
क्या आपको हिंदी नहीं आता 😔
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