Articles for Rolling Returns

Can these mutual fund ratios help you pick the right scheme?
3 weeks, 2 days ago

Can these mutual fund ratios help you pick the right scheme?

Live Mint  

When evaluating mutual funds, most investors focus on returns, but there’s more to a scheme than just performance numbers. A high turnover ratio may not necessarily be a bad thing, as some fund managers prefer to take profits from their investments at regular intervals, which can show up as higher turnover ratio. By comparing the fund’s returns to risk-free assets …

Market Investment Mutual Higher Turnover Returns Ratio
Investment word of the day: Rolling returns – Why is it crucial for investors?
1 month ago

Investment word of the day: Rolling returns – Why is it crucial for investors?

Live Mint  

Investment word of the day: While investing in various funds and financial instruments, a need may often arise to track your investment in order to determine how your money is performing over a period of time. Rolling returns is one such measure that helps to estimate the performance of an investment at a certain period of time. Rolling returns, also …

Market Performance Investment Investors Period Fund Jan
Stock market strategy: Profitability-based factor strategies consistently outperform Nifty 50: Capitalmind
1 month, 2 weeks ago

Stock market strategy: Profitability-based factor strategies consistently outperform Nifty 50: Capitalmind

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Factor strategies based on profitability metrics have historically outperformed the Nifty 50 Index, a recent study by Capitalmind Financial Services has revealed. Source: Capitalmind Report Consistent Outperformance Over Rolling Periods The Capitalmind study found that the profitability strategy outperformed the Nifty 50 in 86% of 5-year rolling periods, with a median annualized return of 17.5%, compared to the Nifty’s 13.1%. …

India Investing Profitability Strategy Study Capitalmind Factor Investing
Rolling returns vs trailing returns: What should investors keep track of?
1 year, 2 months ago

Rolling returns vs trailing returns: What should investors keep track of?

Live Mint  

If you are a new investor and are deliberating over which mutual fund scheme to invest into, you are likely to be tempted by the returns delivered by different schemes. Rolling returns are also known as rolling time period returns and are annualised average returns for a time period. Trailing returns are the annualised returns given by a mutual fund …

Period Scheme Rolling 10 Percent Rolling Returns Trailing Returns Returns Vs
What are the things to keep in mind while investing in NPS?
3 years ago

What are the things to keep in mind while investing in NPS?

Live Mint  

The National Pension System is a voluntary, defined contribution retirement savings plan that enables subscribers to make the best decisions for their future by saving consistently throughout their working lives. Individual deposits are pooled into a pension fund, which is then invested by PFRDA-regulated professional fund managers in diverse portfolios of government bonds, bills, corporate debentures, and shares, according to …

Funds Manager Returns Asset Nps Pfrda Equity Funds
Before you invest in NPS, understand its risks, liquidity and cost
3 years, 8 months ago

Before you invest in NPS, understand its risks, liquidity and cost

Live Mint  

The National Pension System is a voluntary retirement savings scheme that was opened for the general public in 2009. Let’s understand how you can go about choosing the right fund manager and choosing between the active and auto choice options under NPS. View Full Image Mint Choosing the fund manager: Currently, there are seven portfolio managers under NPS. So, if …

Retirement Equity Fund Invest Manager Look Choice