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Category archive

tracking error of indian equity funds

How active and skilled are Indian equity funds?

22 June, 2022 by MMI Team, Devasri Davey, Charles Mathew, Amit Soni, Revant Sharma, Rahul Sharma
While retail investors and advisers track various performance-based quantitative parameters such as excess returns and Sharpe ratio on mutual fund fact sheets, the professional investment consulting industry uses more advanced measures such as tracking error and information ratio to evaluate active funds. We calculated and analysed these measures for the Indian equity fund universe with
  • Published in Portfolio Construction, Equities, Featured
Tagged under: closet indexer, fund research, information ratio, tracking error
how to analyse mutual funds

How to analyse MF portfolio and performance

05 August, 2020 by Girisa Medh
There are a number of attractive mutual funds and fund managers that have performed well over both long-term and short-term horizons. All mutual funds have a stated investment mandate that specifies whether the fund will invest in large companies or small companies, and whether those companies exhibit growth or value characteristics. It is assumed that the mutual fund manager will adhere to the
  • Published in Portfolio Construction
Tagged under: factor investing, information ratio, MF research, style analysis, treynor ratio

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