How to analyze an equity mutual fund?

Zerodha Varsity
1

Let’s say you have shortlisted a couple of equity mutual funds, how do you choose between those? While it’s almost impossible to predict which fund will do better, you can ensure that you can pick funds that are well managed. Also, picking funds just by looking at the past return is a recipe for disaster.

In this video, @Karthik explains:

  1. Why you shouldn’t just look at point-to-point returns and instead look at rolling returns
  2. How do understand the risk and return trade-off of funds

Check out the chapter on rolling returns to learn more:

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