UNIT 6
Risk, Return, and Performance
of Funds
General and Specific Risk Factors
Risk Factors Affecting Mutual Fund Performance Mutual Funds and Risk Factors: Subject to Risks:...
Factors that affect mutual fund performance-Drivers of Returns and Risk in mutual fund Scheme
Factors Affecting Mutual Fund Performance: 1. Economic Factors Inflation & Interest Rates: High...
The benchmark for some of the mutual fund schemes- Scheme Selection based on Investor needs, preferences, and risk-profile
Benchmark for Mutual Fund Schemes: Definition: A benchmark index is a standard against which th...
Performance indicators – Sharpe, Jensen and Treynor, SIP – Taxation on Mutual Fund
Performance Indicators – Sharpe, Jensen, and Treynor Ratios Portfolio Performance Measures: Key...