Here is your Mutual Funds Fitness Scorecard: drive.google.com/file/d/1u8mSFtGeSAeMtN4EhLuBne_zD7TC3O-h/view?usp=sharing Click the link below to learn about the important metrics to analyze mutual funds: drive.google.com/file/d/1FsGGwX8TkxsUYLqlxeH68NFyMsL4C1eY/view?usp=sharing
Best video I have watched ( there are many more may be)on RUclips on mutual fund. Thank YOU very much for posting and sharing knowledge. I have subscribed for more learning.
6 key metrics to look for: 1. Rolling Returns: Comparing returns over different periods to ensure consistency. 2. Sharpe Ratio: Evaluates returns in relation to the risk taken (returns divided by standard deviation). 3. Beta: Measures the fund's volatility relative to the benchmark (e.g., Nifty). 4. Capture Ratios: Includes upside capture ratio (fund's performance in rising markets) and downside capture ratio (fund's performance in falling markets). 5. AUM (Assets Under Management): Often misconceived as a sole indicator of a good fund, but it should not be the primary factor. 6. Total Expense Ratio (TER): The fee charged by the mutual fund company, which should be reasonable compared to others in the category.
One small input... You may choose to consider. When you mentioned standard deviation in the example you quoted on airline travel while a lesser standard deviation is good, just std dev on it's own shouldn't be looked. Assume an airline company on a route has 20 min std deviation and another has 40min... By logic lesser is more consistent performance but change one variable like aircraft type or route or travel time and the perspective changes.. . 20 min on total journey of 60min and 40 min over journey time of 4 hrs have a different flavor 😊... Generally use coefficient of variance for a True measure of comparing consistency... Its a ratio of standard deviation over mean... (std dev /mean). I tend to use this to compare consistency and it hasn't been wrong... So far 😂! None the less a very good and educational video... Thanks a lot guys for all the efforts you put in at Zero1... Keep up the good work 👍
I like the statements at 13:20 You did everything you could in your capacity and say whatever happens after that is not in your hand. and at 13:33 keep the expectations low and hope for the best. If it comes out decent then you will be happy.
Much needed checklist and parameter list. Could you also share in future in videos the existing tools and websites where we can look at all this and compare? Like a single source of all required information. Previously when I tried to look at it, i was not lucky enough to get all of these info in a single source/website.
This content is pure gold....The analogies drawn to simplify the complex financial concepts like sharpe ratio and stamdard daviation were simply astounded. Keep up the good work guys!!? ❤❤
Check the alpha beta sharpe and sortino ratio with returns, Ter, exit load and its done 😅 (Not a flex but i have made an absolute return of 10% using this method so ya its time consuming but its worth the hardwork )
Having bought just one mutual based on a friend's recommendation, now I'm going to be a bit more confident in the next one. Thanks for explaining these ratios, I was definitely looking just at the AUM as I thought since i'm paying such a small amount as SIPs why care about all the metrics. Thanks team
Ah! You guys, especially Prateek is doing great job man. Spreading awareness and making people jagruk. Not like the other money making brokers, you guys actually providing knowledge and people will automatically come and reach Zerodha. Great job sir, love you ❤
Best video on mutual fund I have watched there are may be many more. Thank YOU for sharing knowledge. I have subscribed to learn more. Waiting for many more. Keep sharing. Thank YOU once again.
Thank you for the video! My favourite parameters are- 5,3,1yr return, sortino and alpha which should be seen before buying a Fund! I think you should have highlighted the fact that one should always go for Direct Mutual funds instead of Regular as expense ratio is less in Direct. Great content! Kudos to your team!
Absolutely high quality content. Perfect blend of knowledge, data driven insights, precise takeaways and last but not the least - humor! Subscribed and will continue to follow other videos. Cheers!
Abhishek is very lucky guy I wish to work with you guys in future it's amazing Maybe I might be just looking At this video and thinking it's very cool to do this But the real struggle you guys know Thank you
such a great content in simpler terms explained and I found right before picking MF for myself . Kudos ! to the team. By the way, I have subscribed the channel :)
It is a great video and a lot of information, thanks a lot for this. Is it possible to suggest any website to find and compare the mutual funds ? I used to buy mutual funds through mobile apps, Is it advisable or a better way to buy the funds ? Thanks again for your team ❤
You have discounted AUM from your checklist criteria, however I feel a fund should be at least 5 years old and hence the AUM should also be upward of 500 crs. Otherwise how will the rolling returns be calculated. Also as per SEBI guidelines, TER charged by AMC should reduce as the equity oriented fund AUM increases.
Here is your Mutual Funds Fitness Scorecard: drive.google.com/file/d/1u8mSFtGeSAeMtN4EhLuBne_zD7TC3O-h/view?usp=sharing
Click the link below to learn about the important metrics to analyze mutual funds:
drive.google.com/file/d/1FsGGwX8TkxsUYLqlxeH68NFyMsL4C1eY/view?usp=sharing
Best video I have watched ( there are many more may be)on RUclips on mutual fund.
Thank YOU very much for posting and sharing knowledge.
I have subscribed for more learning.
Upside capture ration & downside capture ratio is mentioned in PDF
Thanks Team. Much needed. Prateek, by any chance, is there any website where we can readily find all / most of these parameters ?
With this amount of editing and quality content twice a week
This channel is pure gold
❤
6 key metrics to look for:
1. Rolling Returns: Comparing returns over different periods to ensure consistency.
2. Sharpe Ratio: Evaluates returns in relation to the risk taken (returns divided by standard deviation).
3. Beta: Measures the fund's volatility relative to the benchmark (e.g., Nifty).
4. Capture Ratios: Includes upside capture ratio (fund's performance in rising markets) and downside capture ratio (fund's performance in falling markets).
5. AUM (Assets Under Management): Often misconceived as a sole indicator of a good fund, but it should not be the primary factor.
6. Total Expense Ratio (TER): The fee charged by the mutual fund company, which should be reasonable compared to others in the category.
"Zero1 is at war against every YT influencer!"
- Avg YT influencer
I hope these videos reach a wide audience. Keep up the good work, team!
Life mein Key 🔑 Point - Always keep expectations at medium ( Not too low and definitely not too high!) I needed to hear that.
You guys simply showed how simple the complex parameters can be simplified.. Cheers..
As a student, this is the best channel to learn,
Absolutely Amazing guys🥰
Wow...!!!! I have seen all these parameters explained by many youtubers, but now one explained as simple as you. Any layman can understand this...!!!
One small input... You may choose to consider. When you mentioned standard deviation in the example you quoted on airline travel while a lesser standard deviation is good, just std dev on it's own shouldn't be looked. Assume an airline company on a route has 20 min std deviation and another has 40min... By logic lesser is more consistent performance but change one variable like aircraft type or route or travel time and the perspective changes.. . 20 min on total journey of 60min and 40 min over journey time of 4 hrs have a different flavor 😊... Generally use coefficient of variance for a True measure of comparing consistency... Its a ratio of standard deviation over mean... (std dev /mean).
I tend to use this to compare consistency and it hasn't been wrong... So far 😂!
None the less a very good and educational video... Thanks a lot guys for all the efforts you put in at Zero1... Keep up the good work 👍
Wow you're very good 👍
I like the statements at 13:20 You did everything you could in your capacity and say whatever happens after that is not in your hand. and at 13:33 keep the expectations low and hope for the best. If it comes out decent then you will be happy.
❤️❤️ maybe we are all REALLY chasing happiness and not just returns :)
@@Zero1byZerodhaHaha so true
Superb... A lot many financial influencers miss to teach this so easily
I was looking for explanation of rolling returns and couldn't understand but you have explained with graphics that was awesome 👍
Thank you 🙌
I wish i could have a teacher or manager like this.. thank you for this video ❤
Much needed checklist and parameter list. Could you also share in future in videos the existing tools and websites where we can look at all this and compare? Like a single source of all required information. Previously when I tried to look at it, i was not lucky enough to get all of these info in a single source/website.
You can see comparison of MFs on Groww, ETMoney, or your trading platform. ValueResearch and Trendlyne have some great features for free.
Money control
Advisorkhoj will give you portfolio overlap, rolling returns and other useful information.
how to see rolling returns there?@@granel0763
And fundoo to check overlap stocks
Best video ever heard about Mutual funds. Thank you so much
This Video is eye opener to the ppl who looking to know about the mutual fund. Thanks guys
Love the way you have explained tough financial metrics to non finance people like us ....
This content is pure gold....The analogies drawn to simplify the complex financial concepts like sharpe ratio and stamdard daviation were simply astounded.
Keep up the good work guys!!? ❤❤
This is the best finance channel I ever came across
Check the alpha beta sharpe and sortino ratio with returns, Ter, exit load and its done 😅
(Not a flex but i have made an absolute return of 10% using this method so ya its time consuming but its worth the hardwork )
OMG!!! your explanation is so clear with great examples. If you were my mathematics teacher, I would have scored 100%.
Just subscribed your channel.
Your editor really deserves appraisal for such great work
Excellent work done by zerodha team. Prateek Singh sir is awesome!
Thank you zero by zerodha🎉🎉🎉..keep educating ...mutual fund check karne ke baad sahi hai
you guys have made the simple things more complex by adding ratios also smaller AUM definitely have the benefits so cant neglect that
RUclips doesnot have a better explanation in such a short video. This video is amazing.
Having bought just one mutual based on a friend's recommendation, now I'm going to be a bit more confident in the next one. Thanks for explaining these ratios, I was definitely looking just at the AUM as I thought since i'm paying such a small amount as SIPs why care about all the metrics.
Thanks team
Such a insightful video for anyone and everyone capturing all the important points. Thank you Zerodha.🙏
More than info, I'm watching u guys for the commercial aspect u bring in. 😂😂🔥🔥👍😎😎 love u guys😇😇
A very creative, fun and knowledgeable duo helped spread awarness to me about the gr8 Mutual Fund metrics.. 👍👍
Zero1 ⚡ ZINDABAD!! 💪😎
Ah! You guys, especially Prateek is doing great job man. Spreading awareness and making people jagruk. Not like the other money making brokers, you guys actually providing knowledge and people will automatically come and reach Zerodha. Great job sir, love you ❤
🙌
this channel is pure gold
Best video on mutual fund I have watched there are may be many more. Thank YOU for sharing knowledge.
I have subscribed to learn more.
Waiting for many more.
Keep sharing.
Thank YOU once again.
I loved the examples and could understand better especially some of the parameters like sharpe ratio , SD etc.
Most difficult ratio explained easily. Hatsoff. Thank you so much
WOW.... A reddit commenter recommended this and this is very informative. Really thank you
Excellent, honest and full of insights done in a very interactive and creative way.
This is how most of beginners would get it. As i was seeing the video i was answering just the other guy :D Please post more such!!
❤️❤️
I really enjoyed the content with amazing insights of mutual funds.
Thank you for the video!
My favourite parameters are-
5,3,1yr return, sortino and alpha which should be seen before buying a Fund!
I think you should have highlighted the fact that one should always go for Direct Mutual funds instead of Regular as expense ratio is less in Direct.
Great content!
Kudos to your team!
They highlighted this fact in the last video. You can refer to that video
Hi Sumit,
Watch this video to learn more about direct and regular funds: ruclips.net/video/8Ktn9IfKVYE/видео.html
You should have also told us the tool/website where we can get all the metrics for comparison..
because it is not there in Zerodha coin, they are not showing it
You can use tickertape with MF screener. Best so far. But rolling return is a premium feature which is 249 per month or 2399 per year
Advisory khoj
Advisory khoj
This channel started with new ideas but now doing videos on topics what others are also doing
Absolutely high quality content. Perfect blend of knowledge, data driven insights, precise takeaways and last but not the least - humor!
Subscribed and will continue to follow other videos.
Cheers!
Thank you ❤️❤️
This channel is gem.
Much crystal clear explanation. Thanks
This is fantastic, quality content and easily for layman to understand. Continue educating the generation!
Huge thanks to the entire team, loved the info ❤
Wow. As someone who recently started investing journey through zerodha this content is pure gold 🤩🤯. Great work guys!!
How beautifully explained within a short video, excellent video. Thank you very much
A very creative, fun and knowledgeable duo helped spread awarness to me about the gr8 Mutual Fund metrics.. 👍👍
Zero1 ⚡ ZINDABAD!! 💪😎
Very informative and love the act it played out well.
Abhishek is very lucky guy
I wish to work with you guys in future it's amazing
Maybe I might be just looking
At this video and thinking it's very cool to do this
But the real struggle you guys know
Thank you
mast video hai, kya mast samjhaya hai complex terms ko easy examples se
As always Prateek sir and Team rock's,🔥🔥
Loved it. Just what I was looking for❤
Really useful information for calculating risk and return 🙏
Thank you 🙌
Subscribed found a new channel for my learning. Keep up the work guys
❤️❤️❤️
9:53 This line was Cool! 😂
such a great content in simpler terms explained and I found right before picking MF for myself . Kudos ! to the team. By the way, I have subscribed the channel :)
A shave and hair cut will be an excellent idea! Really, both are needed.
Beautifully explained . Keep up the good work
what an amazing video! keep it up guys!
Very nice video. Loved the way it was scripted. I consider trailing returns also along with rolling returns.
This watchlist was the must needed and hope to get such in upcoming videos .
Excellent information..Keep up the good work
Thank you.. I have to recheck my funds now 😊
Excellent ! Very informative ! 😊
Veey useful information.. am just started analysing mutual fund
Intros are amazing!😅😆
Now I know his salary before increment 😂 Rs. 121600/- per month. He received 10% increment.
they did the math
I liked the way of presentation ❤
Wonderful video, much needed 👍👌
Extremely helpful video. ❤ Useful information, thank you team.
Excellent video and great explanation...it makes investors to keep money in very reasonable good stocks.
Love these videos , content wise and also for fun 😀
Why aren't you building a mutual fund screener? would love to see one screener tool from zerodha.
Amazing performance and editing ❤
Thank you very much for this video.
Excellent brainstorming video , can you please make a video about expense ratio, tax and so when redeeming
Could not find a reliable resource to check rolling returns
Good work. I will definitely remember them now
Very good editing and drawings and sounds/ score
What a brilliant video!
Editor needs a raise.
Please continue. Thank you 👍🏻
these videos are amazing !!!
excellent presentation
First comment, love these videos 🎉
It is a great video and a lot of information, thanks a lot for this.
Is it possible to suggest any website to find and compare the mutual funds ?
I used to buy mutual funds through mobile apps, Is it advisable or a better way to buy the funds ?
Thanks again for your team ❤
Can you also share resources where we can check these metrics reliably?
Please make video on understanding
KIM, SID and SAI of mutual funds
Good topic sir thanks Good presentation
Such a nice video.
Great video graphics and video editing
Loved it!
Thank you for this!!
Beautifully presented!!
Glad you liked it! :)
You have discounted AUM from your checklist criteria, however I feel a fund should be at least 5 years old and hence the AUM should also be upward of 500 crs. Otherwise how will the rolling returns be calculated. Also as per SEBI guidelines, TER charged by AMC should reduce as the equity oriented fund AUM increases.
Great explanation with ease
Thank you! :)
Excellent 👍
Good information video, but were we can get all this information like which is shown in the video
Scheme related documents