How to analyze an equity mutual fund?

Let's say you have shortlisted a couple of equity mutual funds, how do you choose between those? While it's almost impossible to predict which fund will do better, you can ensure that you can pick funds that are well managed. Also, picking funds just by looking at the past return is a recipe for disaster.
In this video, Karthik explains:
1. Why you shouldn't just look at point to point returns and instead look at rolling returns
2. How do understand the risk and return trade-off of funds
Check out the chapter on rolling returns to learn more: zerodha.com/va...

[@phanichaitanya]

This video shows how an excellent teacher should be.....worth listening every second....

[@viniciusvec]

I love the "if you're capable of nitpicking on the fund's portfolio, then why mutual funds. With that, let's move on" 🧐

[@jschy.4263]

I am a teacher and I learn a lot of things from this video not only about finance but also teaching methodology.🙏

[@subramanianpalaniappan3561]

The clarity of explanations is awesome. It is a great way to explain with example. Thanks sir

[@karthikbalan2814]

Super sir... Important metrics like Rolling returns and Info from morning star are good...Usually i follow this way of analysing funds...

[@shriidharkulkarni6648]

Excellent.. words are too short to convey my appreciation. Thanks a lot.

[@kappy343]

Finally found varsity on RUclips. Thank youu for making these videos.

[@gokulvrindavan1858]

I'm so much impressed by your fitness

[@swamidasdalvi4845]

Yeah take him out for a date

[@gokulvrindavan1858]

@@swamidasdalvi4845 I appreciated his dedication, efforts to stay healthy and fit. Don't be rude

[@nityah6815]

yes!

[@ikigaiwealth]

One shall not jsut shop around because the expense ratio is high. A good product is a good option so people do not have problems when they pay a little higher for such things.

[@shubhamujain3786]

Hi Karthik, thanks for knowledgable series
Question - if a mutual fund manager is changing every 3yrs how you analyse such mutual fund ( ex icici prudential large and mid cap fund)?

[@akshayposhattiwar9546]

Hello Sir....The video is very informative...thank you for all the information
I had one query though.
I have few equity mutual funds in regular plan....and wanted to switch to direct plan. As the funds are performing well I would preferably take the same funds in direct plan.
Q1. What all parameters/charges should I look at?
Q2. How do I calculate the TDS on closure of these mutual funds? Any document or info you can point to for this.

[@varsitybyzerodha]

Hey Akshay, we've explained regarding this taxation bit here: support.zerodha.com/category/mutual-funds/understanding-mutual-funds/about-mutual-funds/articles/how-does-taxation-work-for-mutual-fund-investments
Regarding your questions on charges, there are no charges from Zerodha Coin when you buy and sell a mutual fund.

[@AlphaMonger]

Is it advisable for SIP investors to consider taking partial profits during a bull market when the market is at its peak and then transition a portion of their investments into debt funds?

[@bathtub_farter]

This is a good question

[@rmvspeaks]

TER is calculated on Invested amount or the current amount ( in a more simplified way is it calculated on my principle invested or the amount) ?

[@sukumars2384]

Your video is highly informative and your presentation is simply superb. Thank you so much.

[@venkatramannarayanaswamy7112]

Fantastic. Great info.

[@financialfreedom6981]

I have a question with down side capture ratio if the category is 90 and MF is 72....it should be lesser then 90 or more ?

[@mePrafull]

Thank you very much sir

[@darkmatter4768]

7:37 both fund and category lacked benchmark means you are saying that both has greater SD than index ?

[@insights_isha]

Hey could you please explain the tax implications of mutual fund if I invest for five years? How much tax I have to pay?

[@karthiks7811]

How to analyse a new fund which is launched? Which websites have rolling returns

[@varsitybyzerodha]

Hi Karthik, we'd spoke about this on Twitter. Do check this thread: twitter.com/CoinByZerodha/status/1660913873325789185

[@baIIshevik]

Is there any platform to compare the mutual funds like in this video

[@DdddG-ls7db]

🙏🏻

[@ashutoshkankane3026]

Sir
Rolling returns of the same fund for the same period for the same date is showing different on different websites. How can we be sure? Which website is giving correct data.

[@VijayT-yu1bx]

Nice video on mf analysis very useful

[@gotobasics145]

Sir I am planning for these funds.
Can u pls suggest changes in this portfolio
UTI nifty fifty index
Parag parekh flexi cap fund direct growth
Axis growth opportunity fund direct growth
Kotak small cap fund direct growth

[@curiosityjunkie2841]

Wouldn't the CAGR be 22.47% for 1st guy ?

[@prateekznmd]

Good information 😊

[@schoolmandy]

Does Coin App show details like Sharp Ratio, Standard deviation and other risk related parameters.

[@varsitybyzerodha]

Hi, we're working on adding these to the Coin app. We'll keep you posted.

[@mannamathe]

Where can i get these data e.g. alpha, beta etc...

[@athu1254]

On Sites Like Money control, ET Money

[@kulrao]

Sir firstly how to do sorting of equity mf ??? Bcz equity is so many different types of funds than comparing to it's peer

[@varsitybyzerodha]

Hi Kuldeep, we've explained this here: ruclips.net/video/6sq2o1atWLY/видео.html

[@GururajBN]

Too much numerical or statistical analysis is confusing. I prefer Large Cap funds, and a mix of LC and Midcap funds. It provides fair degree of growth and security to the capital. These are not going to go up in a puff! This rule has worked well for me for the last seven years.