Zero1 by Zerodha
Zero1 by Zerodha
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Which is the best mutual fund for you? | Money Psychology
Many people look at returns while selecting a mutual fund. However, return is not the only parameter to choose a mutual fund. Selecting an investment is never so easy. You should look at performance, risk, and cost metrics while selecting a mutual fund.
This video talks about the following 6 metrics one should check while selecting a mutual fund:
- Rolling Returns
- Sharpe Ratio
- Standard Deviation
- Beta
- Asset Under Management (AUM)
- Total Expense Ratio (TER)
Also, you can find below a mutual fund fitness scorecard which acts as a checklist for you while selecting a suitable mutual fund for your portfolio.
Do show us your love in the comments below!
Here is your Mutual Funds Fitness Scorecard: drive.google.com/file/d/1u8mSFtGeSAeMtN4EhLuBne_zD7TC3O-h/view?usp=sharing
Click the link below to learn about the important metrics to analyze mutual funds:
drive.google.com/file/d/1FsGGwX8TkxsUYLqlxeH68NFyMsL4C1eY/view?usp=sharing
0:00 - Let’s begin
2:30 - Rolling Returns
6:22 - Sharpe Ratio & Standard Deviation
9:53 - Beta & Capture Ratio
11:40 - Asset Under Management (AUM)
12:10 - Total Expense Ratio (TER)
13:56 - Bloopers!
zhlédnutí: 22 086

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Komentáře

  • @mohunbaganarena7389
    @mohunbaganarena7389 Před 28 minutami

    Just wanted to be the first comment

  • @rishavkumar3183
    @rishavkumar3183 Před 2 hodinami

    well said about the life cycle of mid class person but have you found the key to crack this loop! I guess, you have read the book " the white tiger"

  • @abhishekbj2468
    @abhishekbj2468 Před 3 hodinami

    Clock at your office is not functioning, Fix itt..

  • @poojagoswami3187
    @poojagoswami3187 Před 5 hodinami

    Very good editing and drawings and sounds/ score

  • @shaikmusadiq5538
    @shaikmusadiq5538 Před 7 hodinami

    Guys, you're amazing. I have a suggestion for the next content! Many people get confused with courses in finance. We get confused with foreign credentials like CFA, CFP, etc. Can you guys demystify it?

  • @kadapallavineshnithinkumar2473

    I like the statements at 13:20 You did everything you could in your capacity and say whatever happens after that is not in your hand. and at 13:33 keep the expectations low and hope for the best. If it comes out decent then you will be happy.

    • @Zero1byZerodha
      @Zero1byZerodha Před 6 hodinami

      ❤️❤️ maybe we are all REALLY chasing happiness and not just returns :)

  • @vinothsmart1
    @vinothsmart1 Před 8 hodinami

    the fun fact is these metrics are not available in Zerodha COIN

  • @thedalalstreetshow3997
    @thedalalstreetshow3997 Před 10 hodinami

    Request to zerodha to make a platform to cross check all these matrics.

  • @sumitkalra2975
    @sumitkalra2975 Před 10 hodinami

    Thank you for the video! My favourite parameters are- 5,3,1yr return, sortino and alpha which should be seen before buying a Fund! I think you should have highlighted the fact that one should always go for Direct Mutual funds instead of Regular as expense ratio is less in Direct. Great content! Kudos to your team!

    • @arhamshah3593
      @arhamshah3593 Před 6 hodinami

      They highlighted this fact in the last video. You can refer to that video

  • @_Kishore__Aswin_
    @_Kishore__Aswin_ Před 11 hodinami

    19:13 magic 😂

  • @pattabiramanmuthu9235
    @pattabiramanmuthu9235 Před 12 hodinami

    Extremely helpful video. ❤ Useful information, thank you team.

  • @saikumar6735
    @saikumar6735 Před 13 hodinami

    Amazing Explanation, Unfortunately I have same situation..

  • @Hselit06
    @Hselit06 Před 14 hodinami

    Do we need to pay the expense fees irrespective of the profit/loss??

    • @Zero1byZerodha
      @Zero1byZerodha Před 12 hodinami

      Yes, you will be charged expense fees regardless of whether you make a profit or incur a loss.

  • @ashutosh5799
    @ashutosh5799 Před 14 hodinami

    Put battery in clock

  • @narwhalgaming8193
    @narwhalgaming8193 Před 14 hodinami

    With this amount of editing and quality content twice a week This channel is pure gold

  • @teluguawareness973
    @teluguawareness973 Před 14 hodinami

    Bro, you are sounding dumb, it's not a mistake, it's an opportunity.

  • @CasSumit
    @CasSumit Před 14 hodinami

    I like both of you guys and your chemistry 😉🧪❤️

  • @Zero1byZerodha
    @Zero1byZerodha Před 15 hodinami

    Here is your Mutual Funds Fitness Scorecard: drive.google.com/file/d/1u8mSFtGeSAeMtN4EhLuBne_zD7TC3O-h/view?usp=sharing Click the link below to learn about the important metrics to analyze mutual funds: drive.google.com/file/d/1FsGGwX8TkxsUYLqlxeH68NFyMsL4C1eY/view?usp=sharing

  • @harishgoud3628
    @harishgoud3628 Před 15 hodinami

    just order my cycle

  • @ved-zt6xw
    @ved-zt6xw Před 16 hodinami

    Acne scars ☠️☠️

  • @sameerbagwan3506
    @sameerbagwan3506 Před 16 hodinami

    Hello , I am new to investing but I have a question , how often do these parameters get updated ? What to do if they change it after we start an SIP ?

  • @chaugulepankaj
    @chaugulepankaj Před 17 hodinami

    Now I know his salary before increment 😂 Rs. 121600/- per month. He received 10% increment.

  • @bilagiprashanth4349
    @bilagiprashanth4349 Před 18 hodinami

    Thank you.. I have to recheck my funds now 😊

  • @charanreddys7190
    @charanreddys7190 Před 18 hodinami

    Really useful information for calculating risk and return 🙏

  • @genericstospecifics1856

    Could not find a reliable resource to check rolling returns

  • @nilanjanfitfab6169

    I really enjoyed the content with amazing insights of mutual funds.

  • @jiteshsharma9562
    @jiteshsharma9562 Před dnem

    This channel is gem.

  • @KhabardarHoshiar
    @KhabardarHoshiar Před dnem

    This channel started with new ideas but now doing videos on topics what others are also doing

  • @abhisheik_athi
    @abhisheik_athi Před dnem

    can u tell us about growth ,value , momentum strategy of a fund in another video?

    • @Zero1byZerodha
      @Zero1byZerodha Před 14 hodinami

      Thanks for the suggestion! We’ve passed it on to our content team.

  • @kostavdg
    @kostavdg Před dnem

    Informative.thanks

  • @shubhamjain54519
    @shubhamjain54519 Před dnem

    कृपया हिंदी में भी अपलोड करें

  • @50karanbebale81
    @50karanbebale81 Před dnem

    Abhishek is very lucky guy I wish to work with you guys in future it's amazing Maybe I might be just looking At this video and thinking it's very cool to do this But the real struggle you guys know Thank you

  • @Kukugmhg651
    @Kukugmhg651 Před dnem

    Good topic sir thanks Good presentation

  • @x-sss-x
    @x-sss-x Před dnem

    Chit Fund ❌ Cheat Fund ✅

  • @vismitha6548
    @vismitha6548 Před dnem

    Thank you for this!!

  • @ishojitrc
    @ishojitrc Před dnem

    I usually use Rupeevest, it is a great platform for comparing Rolling Return for multiple funds. Although it has data of mostly Regular funds but still a great comparison metric along with other ratios.

  • @tilakbhatk
    @tilakbhatk Před dnem

    Where exactly to find all these metrics?

  • @prasadhk4638
    @prasadhk4638 Před dnem

    You didn't not explain Alpha which is also important..

  • @karthikeyanpalanisamy1588

    May I know the which shows all these information? Why you can't introduce this in Coin Zerodha????

  • @suryakiran4722
    @suryakiran4722 Před dnem

    please come back to learnapp

  • @tejbahadursjngh5958

    Meanwhile suv create more polution than cars

  • @tejbahadursjngh5958

    Following this channel is worth every second