Understanding Risk-Adjusted Returns in Mutual Funds
Understanding Risk-Adjusted Returns in Mutual Funds

Understanding Risk-Adjusted Returns in Mutual Funds

When investing in mutual funds, it's important to evaluate not only how much money a fund has made, but also how much risk was involved in achieving that return. This is where risk-adjusted returns come into play.

DSIJ Intelligence-1 Article rating: 5.0

In simple terms, risk-adjusted returns measure how much return you're getting for the level of risk you're taking on. By considering both the return and the risk, you get a clearer picture of a fund's true performance.

Understanding the Sharpe Ratio in Mutual Fund Investing
Understanding the Sharpe Ratio in Mutual Fund Investing

Understanding the Sharpe Ratio in Mutual Fund Investing

When evaluating mutual funds, investors want to know if they are being rewarded for the risk they take on.

DSIJ Intelligence-1 Article rating: 4.0

The Sharpe ratio is a widely used metric that helps measure the risk-adjusted return of a fund, making it easier to assess how well a mutual fund performs in relation to its risk.

Understanding Dynamic Bond Funds: A Flexible Approach to Fixed Income Investing
Understanding Dynamic Bond Funds: A Flexible Approach to Fixed Income Investing

Understanding Dynamic Bond Funds: A Flexible Approach to Fixed Income Investing

Dynamic bond funds are a type of mutual fund that invests primarily in fixed-income securities, such as government bonds, corporate bonds, and other debt instruments.

DSIJ Intelligence-1 Article rating: 5.0

Dynamic bond funds are one such investment vehicle that provide investors with the flexibility to navigate the volatility of interest rates and changing market conditions.

Small-Cap Mutual Fund With Rs 61,974 Crore AUM: An Investment of Rs 1,00,000 Turned Into Rs 3,97,870 in Just 5 Years
Small-Cap Mutual Fund With Rs 61,974 Crore AUM: An Investment of Rs 1,00,000 Turned Into Rs 3,97,870 in Just 5 Years

Small-Cap Mutual Fund With Rs 61,974 Crore AUM: An Investment of Rs 1,00,000 Turned Into Rs 3,97,870 in Just 5 Years

Launched on January 1, 2013, the fund has demonstrated a strong performance history, making it a notable option for investors seeking exposure to small-cap equities.

DSIJ Intelligence-1 Article rating: 5.0

As of December 31, 2024, the fund's AUM stands at Rs 61,974 crore, classifying it as a medium-sized fund within its category.

Bridging the Gap: A Brother-Sister Conversation on Loans Against Mutual Funds
Bridging the Gap: A Brother-Sister Conversation on Loans Against Mutual Funds

Bridging the Gap: A Brother-Sister Conversation on Loans Against Mutual Funds

In the world of personal finance, loans are a popular way to access immediate funds when needed.

DSIJ Intelligence-1 Article rating: 5.0

It was a cosy evening, and after a long day at work, Raj sat on the couch, looking visibly stressed. His sister, Priya, noticed his tension and walked over to him with a concerned look on her face.

This Mutual Fund Has Outperformed Its Category: An Investment of Rs 1,00,000 Turned Rs 6,20,000 In Just 5 Years
This Mutual Fund Has Outperformed Its Category: An Investment of Rs 1,00,000 Turned Rs 6,20,000 In Just 5 Years

This Mutual Fund Has Outperformed Its Category: An Investment of Rs 1,00,000 Turned Rs 6,20,000 In Just 5 Years

With significant Assets Under Management (AUM) of Rs 26,670 crore as of December 2024, the fund has garnered substantial investor trust.

DSIJ Intelligence-1 Article rating: 3.6

The fund's success can be attributed to its experienced fund management team, which employs a bottom-up stock-picking approach, focusing on companies with strong growth potential and robust business models.

The Balancing Act: Risk vs. Reward in Mutual Funds
The Balancing Act: Risk vs. Reward in Mutual Funds

The Balancing Act: Risk vs. Reward in Mutual Funds

Investing in mutual funds is a popular way to grow wealth, but it's not without its risks.

DSIJ Intelligence-1 Article rating: 5.0

Understanding the relationship between risk and reward is crucial for making informed investment decisions.  

Top 10 Mutual Fund Houses in India in 2025
Top 10 Mutual Fund Houses in India in 2025

Top 10 Mutual Fund Houses in India in 2025

Several fund houses have emerged as leaders in the industry, driven by strong track records, robust investment strategies, and innovative products. Below are the top 10 mutual fund houses in India in 2025:

DSIJ Intelligence-1 Article rating: 5.0

The mutual fund industry in India is experiencing tremendous growth, and the top mutual fund houses listed above are leading the way in providing innovative investment products, excellent customer service, and consistent returns.

The Impact of Global Events on International Mutual Funds
The Impact of Global Events on International Mutual Funds

The Impact of Global Events on International Mutual Funds

International mutual funds are investment funds that invest in companies and assets in other countries.

DSIJ Intelligence-1 Article rating: 5.0

These funds allow investors to spread their investments across different parts of the world, offering more growth opportunities.

The Role of Mutual Funds in a Diversified Portfolio
The Role of Mutual Funds in a Diversified Portfolio

The Role of Mutual Funds in a Diversified Portfolio

A diversified portfolio is a key concept in investing and mutual funds play an important role in helping investors achieve this.

DSIJ Intelligence-1 Article rating: 5.0

Mutual funds play a key role in building a diversified portfolio by offering a mix of investments that can help reduce risk and provide steady growth.

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