What is Treynor Ratio in Mutual Funds? How to Calculate & Formula
What is Treynor Ratio in Mutual Funds? The Treynor ratio is an essential ratio for evaluating mutual funds. It measures the excess return over the risk-free return to the market risk that an investment portfolio can earn. In other words,...
What is Return on Capital Employed (ROCE) & How to Calculate It
Companies use different financial tools to help them understand their progress and calculate their profit or losses. Also, such tools help investors decide if a company is good to invest in. Accounting ratios are one of the financial ratios that...
What is Portfolio Turnover Ratio & How to Calculate It?
What is Portfolio Turnover Ratio? The Portfolio Turnover Ratio or PTR indicates the rate at which the fund managers buy or sell portfolio holdings of a mutual fund. In other words, the portfolio turnover ratio shows the percentage change of...
What is Asset Turnover Ratio? Formula, Total Asset Turnover
There are different types of financial ratios available to compare the company’s performance and track the overall financial health of the company. These accounting ratios are important for analysing the financial statements and comparing them with competitors. One such ratio...
SIP vs STP | Difference Between SIP and STP
Investing in mutual funds through the Systematic Investment Plan SIP has become quite popular in the past few years. However, other than SIP, some methods serve the purpose of investing and withdrawing systematically. Therefore, one can use the Systematic Transfer...
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Mutual Fund Charges, Fees, and Pricing in India Explained
Mutual funds are gaining popularity because they deliver attractive returns to investors. Also, these funds are managed by professional fund managers with expertise in this domain. If you are a new investor in mutual funds, you must know the costs...
SIP vs FD: What is Better? Fixed Deposit vs SIP Comparison
The Indian financial market has been witnessing many changes in recent years. Newly financial instruments have gained prominence along with the previous instruments that exist. Hence, there are plenty of investment options in the industry, like stocks, fixed deposits, mutual...
What is Perpetual SIP? Meaning and Benefits in Mutual Funds
Investors who also prefer investing in mutual funds for the long term usually opt for a systematic approach for their investments through the SIP route. A systematic Investment Plan (SIP) also helps investors invest in mutual funds via electronic transactions...