Tickertape

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...

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...

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...

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...

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...

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...

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...

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...

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 rel...

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...