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#1
26th December 2007, 06:45 PM
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Assessing risk in MF
It is advised that while looking throu' fund's performence, one should not only concentrate on annualised returns. Funds risk exposure is also important factor- whether it tumbles sharply in case of correction.
Please somebody explain what is sharpe's ratio? alpha & beta? How these indices are interprated. Should these be taken into account while investing in a Fund? 
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#2
27th December 2007, 12:02 AM
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Re: Assessing risk in MF
Here is an explaination
Beta http://www.valueresearchonline.com/s....asp?str=10149 Alpha http://www.valueresearchonline.com/s....asp?str=10351 http://www.valueresearchonline.com/s...w.asp?str=4163 Sharpe Ratio http://www.valueresearchonline.com/s....asp?str=10227
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#4
27th December 2007, 10:55 PM
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Re: Assessing risk in MF
value research does most of the stats choose the funds based on the risk you are willing to take.
Sharpe Ratio is a good parameter to evaluate the fund. In large cap funds and plain vanilla equity funds the sharpe ratio is totally sufficient But in midcap/smallcap funds or more aggressive oppurtunistic funds there are other factors to be considered as well, the way the fund has performed under different fund managers, the size of the fund, recent performace. For example Sundaram Select midcap has the highest sharpe ratio and has an outstanding track record. But ever since Anoop Baskar left the fund early this year, the fund has not been doing good. Also the size of the fund matters most mid cap funds greater than 2000 crores have not performed well, they lose the ability to aggressively move in and out of different illiquid stocks. One exception to this has been reliance growth. I was initially negative about this fund but it has come out on top this year (Rank 23/150) with an asset base over 5000 crores and having greatest track record.
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#7
29th December 2007, 12:37 PM
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Re: Assessing risk in MF
Thanks a lot.
I have following funds in my portfolio: Reliance Diversified Power Sec Gr DSP ML TIGER Gr Sundram Capex Oportunities Gr JM Basic Gr Also maintaining 2 SIPs (1000pm each) in Reliance Gr & Tata Infra Gr. Plz review my buys. do i need a churning? I can take above average risk & horizon is 3-4yrs. I am considering to add some of following to my kitty. Plz advise which ones to bet: Birla sun life frontline equity DSP ML Equity HDFC Equity Kotak Opportuinities Magnum Contra Which ones from old folio to be retained & which ones from considered funds be purchased in ur view? your suggestions vil b of gr8 help
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#8
29th December 2007, 07:50 PM
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Re: Assessing risk in MF
What is your opinion on the new Energy Funds?
viz Sundaram Energy Oppurtunities and UTI Energy Thanks for comments
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#9
30th December 2007, 02:37 AM
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Re: Assessing risk in MF
Quote:
Generally never invest in two funds that do the same thing... like the following funds are all infrastructure funds. Reliance Diversified Power Sec Gr DSP ML TIGER Gr Sundram Capex Oportunities Gr JM Basic Gr Tata Infra Gr. Choose one among infra funds preferrably DSP ML Tiger. Among other funds the following five funds would be good for long term (5-10 years) 1. Kotak opportunities or Reliance Growth 2. DSP ML Tiger 3. DSP ML Equity 4. Magnum Contra 5. Birla Sunlife Frontline Equity or HDFC Equity
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#10
1st January 2008, 12:02 PM
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Re: Assessing risk in MF
Quote:
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