#taxplanning #elss #mutualfunds
Investing in mutual funds or ELSS requires careful consideration of various factors, and one of the most critical aspects is understanding a fund's performance across different market cycles.
In this video, Deo Talks (by Suraj deo) will delve into the significance of long-term performance evaluation for mutual funds. Discover why examining a fund's performance over extended periods, like 8 or 10 years, and during bullish and bearish market phases is crucial. We emphasize the importance of past performance as a gauge for future fund management capabilities under varying market conditions. Additionally, we introduce essential ratios such as the Sharpe ratio, Standard Deviation, and Jenson Alpha, which aid in evaluating mutual funds. Stay tuned for an in-depth exploration of these ratios in our upcoming video. To summarize, when selecting mutual funds, prioritize those exhibiting:

High Sharpe Ratio
Low Standard Deviation
High Alpha
Consistent and superior performance compared to peers.

Many more shorts on this topic are coming soon.

#finance #personalfinance #Deotalks #surajdeo #investing #elss #taxsaving #taxplanning #investmenttips #elssinvestment


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