Tag
#fund-analysis
5 articles
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Active Share Explained: How Different Is a Fund From Its Index?
Active share measures the percentage of a fund's holdings that differ from its benchmark index. Here is the formula in words, how to read it, and what it cannot tell you.
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Expense Ratio Impact on Returns: The Arithmetic of a Recurring Fee
The expense ratio is deducted daily from NAV, so it never appears as a bill. Over long horizons the drag compounds. Here is the arithmetic, shown neutrally, and its limits.
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SPIVA India Explained: What the Scorecard Measures and How to Read It
SPIVA compares active fund returns against a designated benchmark index, corrected for survivorship and measured net of fees. Here is the methodology and its honest limits.
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Why Active Funds Underperform Their Benchmarks
Active fund underperformance is mostly structural: the arithmetic of the average investor, layered costs, total return benchmarks, capacity limits, and how the comparison itself is built.
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The Best Mutual Fund Research Tools in India (2026), by Who They Fit
A fair, factual guide to the main mutual fund research tools in India in 2026: Value Research, Morningstar, Tickertape, Trendlyne, PrimeInvestor and more, grouped by who each one fits.
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