Current Value of ₹10,000 Invested once at launch would be
₹
₹
Note: The graph displays investment returns for individuals aged 30, with investment 10,000 and duration ranging from 11 to 15 years.
Parameters we consider in Mutual Fund Selection
Outperformance Consistency
We assess a fund's consistency by evaluating its chance of outperforming the index across multiple time frames.
5 Year Rolling Returns
We analyze the 5-year rolling returns to assess funds potential to outperform index. The 5-year returns are promising and provide clearer insights.
Rolling Sharpe Ratio
We prioritize the Sharpe ratio, developed by Nobel Prize winner William Sharpe. historically funds with higher Sharpe ratio tend to outperform index in the future.
Upside and Downside Ratio
We use Upside and downside parameters to enhance the accuracy of fund selection, helping to identify high-return, low-risk funds.
Mean and Standard Deviation
We use standard deviation to Refine our selection of low-risk funds after evaluating returns and risk with other parameters.
Focused Allocation
Our strategy emphasizes funds with a selective stock portfolio, keeping the selection between 25- 100 stocks to achieve superior index returns.
Frequently asked questions
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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.