Choose funds offering high risk-adjusted returns: All you need to know

Your investment journey will have more ups and downs if you opt for a fund that offers high returns, but is also more volatile

Sanjay Kumar Singh & Tinesh Bhasin 

When an investor takes higher risk, ideally, he should get higher returns.

The same holds true for your mutual fund manager To evaluate whether the extra risk that a fund manager took has resulted in higher returns, look at the Sharpe Ratio of the scheme The Sharpe Ratio is the risk-adjusted return of a portfolio. A fund with a higher Sharpe Ratio is considered superior compared to its peers If two funds have similar returns, opt for one with a higher Sharpe Ratio, as it shows that the scheme’s excess returns are due to smart investment decisions Don't take a call on a ...

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First Published: Sun, July 01 2018. 21:16 IST