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最新個案
- A practical guide to SEC ï¬nancial reporting and disclosures for successful regulatory crowdfunding
- Quality shareholders versus transient investors: The alarming case of product recalls
- The Health Equity Accelerator at Boston Medical Center
- Monosha Biotech: Growth Challenges of a Social Enterprise Brand
- Assessing the Value of Unifying and De-duplicating Customer Data, Spreadsheet Supplement
- Building an AI First Snack Company: A Hands-on Generative AI Exercise, Data Supplement
- Building an AI First Snack Company: A Hands-on Generative AI Exercise
- Board Director Dilemmas: The Tradeoffs of Board Selection
- Barbie: Reviving a Cultural Icon at Mattel (Abridged)
- Happiness Capital: A Hundred-Year-Old Family Business's Quest to Create Happiness
Tata Equity P/E Mutual Fund: Performance Measurement and Attribution
內容大綱
As a typical investor in India, you sought to attain reasonable growth in her capital with adequate diversification and low volatility in returns. It was suggested that you consider investing in mutual funds in order to obtain diversified exposure to India's equity and debt markets. In particular, it was suggested that you invest in the Tata Equity P/E Fund, which had witnessed stellar performance in the recent past. However, before you can decide whether to invest in mutual funds, you must thoroughly understand the key features and their benefits and costs. You also need to identify specific sources of outperformance and to assess the fund's true outperformance, actively attained after adjusting for risk.