Mutual Fund Investing Hacks | Kirtan Shah CFP
5 هزار بار بازدید -
6 ماه پیش
-
Capture ratios are brilliant data
Capture ratios are brilliant data points to look for to see how your scheme does during uptrending markets & down trending markets.
You want your upcapture to be more than 100 which signifies that your scheme generates better than market returns in an uptrending market and you want your down capture to be lower than 100 which signifies that your scheme falls less than the markets in a down-trending market.
Where do you get these data points?
- Go to Morningstar.in
- Search for the scheme name using the search tab on the top left side
- Click on risk and rating
- Scroll down a little and you will see it on the right side
Do check for the schemes you have invested in. None of our posts are paid, We just do it for investor awareness. Happy Investing!
#FPAEdutech #FinancialPlanningAcademy #KirtanShahCFP #MFInvestingTips #MutualFundHacks #InvestmentWisdom #SmartInvestor #WealthBuilding #FinancialFreedom #FundYourFuture #MoneyMindset #InvestSmart #PortfolioHacks #DiversifyYourWealth #GrowYourMoney #SavvyInvesting #FinanceGoals #WealthCreation
You want your upcapture to be more than 100 which signifies that your scheme generates better than market returns in an uptrending market and you want your down capture to be lower than 100 which signifies that your scheme falls less than the markets in a down-trending market.
Where do you get these data points?
- Go to Morningstar.in
- Search for the scheme name using the search tab on the top left side
- Click on risk and rating
- Scroll down a little and you will see it on the right side
Do check for the schemes you have invested in. None of our posts are paid, We just do it for investor awareness. Happy Investing!
#FPAEdutech #FinancialPlanningAcademy #KirtanShahCFP #MFInvestingTips #MutualFundHacks #InvestmentWisdom #SmartInvestor #WealthBuilding #FinancialFreedom #FundYourFuture #MoneyMindset #InvestSmart #PortfolioHacks #DiversifyYourWealth #GrowYourMoney #SavvyInvesting #FinanceGoals #WealthCreation
6 ماه پیش
در تاریخ 1402/11/13 منتشر شده
است.
5,035
بـار بازدید شده