Better Than FD/ Short Term Fund

Invest for short period while earning higher returns than FD with the option of liquidity

8.71%
HISTORIC RETURN
>3 yrs
INVESTMENT HORIZON
8 yrs 6 month
DOUBLED MONEY
7.57%
ANNUALISED RETURN

Tailored portfolio designed to generate higher returns in the long term

Things we consider to recommend a mutual fund
OUTPERFORMANCE CONSISTENCY

We look at the consistency of the outperformance that the fund has displayed. A fund with high consistency is preferred

FUND SIZE

We look at the size of the fund with respect to other funds in the category. Larger AUM funds are preferred.

ROLLING RETURNS (3 YEAR HOLDING PERIOD)

We consider average 3 year return that the fund has delived over an extended period of time

VOLATILITY OF OUTPERFORMANCE

We consider how volatile the outperformance over the benchmark has been. A lower volatility is preferred

DOWNSIDE PROTECTION MEASURE

We look at how resilient the fund is to market down trends. A fund that has shown a higher resilience is preferred

UPSIDE PARTICIPATION MEASURE

We consider how well the fund has been able to participate in upmoves in the market. A fund that participates well is preferred