Time-weighted rate of return is a measure of the compound rate of growth in a portfolio. Say you're an investor looking at different mutual funds. You can see that the value of all of the mutual ...

Fast forward to 2024, and some investors expected falling rates to signal a potential fixed-income rally. This sentiment ...

and the expected rate of return SIP, or Systematic Investment Plan, is a popular, widely preferred investment approach for fixed, regular investments in mutual fund schemes. The SIP system ...

If you're searching for the best mutual ... rate. While globally diversified, SWEGX is still a 100% equity fund. As such, it can be highly volatile. Investors looking for a lower risk, lower ...

This strategy combines industry expertise and risk-aware security selection with liquidity guardrails that are mindful of a mutual fund’s daily ... when others expected rates to come down ...

Actively managed bonds funds had a 63% success rate vs. their passive peers last year, up 15 percentage points from 2023. The ...

While we are calculating the PPF return at a 7.1 per cent interest rate, we will take 8 per cent as the annualised return for the debt mutual fund calculation. If we assume that Rs 21,48,642 is the ...