Ratios

Sharpe
It represents the excess return earned for the extra volatility we endure for holding a riskier asset, in other words it is the excess returns earned per un...
Mon, 24 Jan, 2022 at 1:00 PM
Sortino
Sortino represents the excess return earned for the extra volatility we endure for holding a riskier asset, in other words it is the excess returns earned p...
Mon, 24 Jan, 2022 at 1:00 PM
P/E
In case of direct equity, P/E is just the ratio of price per share to earnings per share of the company in question. For MFs, P/E by default is a weighted a...
Mon, 24 Jan, 2022 at 1:00 PM
Category P/E
Category P/E is simply the average P/E of all the funds in a given category. For example : There are 5 funds in the small cap category with the followin...
Mon, 24 Jan, 2022 at 1:00 PM
Returns vs Sub-category returns : 10Y
This metric is used to measure under or outperformance of funds relative to their category average returns. Formula : (10Y CAGR of the fund) / (10Y CAGR...
Mon, 24 Jan, 2022 at 1:00 PM
Returns vs Sub-category returns : 1Y
This metric is used to measure under or outperformance of funds relative to their category average returns. Formula : (1Y CAGR of the fund) / (1Y CAGR o...
Mon, 24 Jan, 2022 at 1:00 PM
Returns vs Sub-category returns : 3Y
This metric is used to measure under or outperformance of funds relative to their category average returns. Formula : (3Y CAGR of the fund) / (3Y CAGR o...
Mon, 24 Jan, 2022 at 1:00 PM
Returns vs Sub-category returns : 5Y
This metric is used to measure under or outperformance of funds relative to their category average returns. Formula : (5Y CAGR of the fund) / (5Y CAGR o...
Mon, 24 Jan, 2022 at 1:00 PM
% Away from ATH
This is the % difference between the current NAV of the fund and it's all time high NAV. This metric can be used to track either the fund’s position re...
Mon, 24 Jan, 2022 at 1:00 PM
Average YTM
A metric relevant for debt mutual funds, Debt mutual funds are a portfolio of several individual bonds/securities with different and unique features like di...
Mon, 24 Jan, 2022 at 1:00 PM