Risk Analyzer

Mutual funds operate on various themes which exposes them to different kind of risks. Although they are professionally managed but element of risk still remains. These risks can be attributed to economic performance, diversification, sector growth and individual company performance.

Prior to taking an investment decision investors should crosscheck funds performance with respect to various risk measures.In this article we will try to understand the parameters using which funds performance is measured and risk analysis is done. Investors must perform comparative analysis of these parameters before making an investment decision.

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Standard Deviation as a measure of risk:

Risk is basically not getting what was expected. Standard deviation is a measure of risk which depicts the probability of deviation from the mean return.

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Sharpe Ratio:

Merely looking at standard deviation of fund returns doesn’t help much while taking investment decisions. A more meaningful ratio known as sharp ratio is available which inherently uses standard deviation data. Sharp ratio is defined as (Fund return – Risk Free Rate)/Standard Deviation.

Our Recommendations

Finding the right mutual fund schemes to invest is one of the major hurdles faced by many investors. In fact, many Systematic Investment Plans (SIPs) fail to take off because of this reason. To be fair, it is indeed a tough task for a regular investor to sift through hundreds of schemes to choose the winners that would help you to meet their future financial goals. Questions abound: should you look at past performance? Should you look for consistency? Should you look at the pedigree or expense ratio.

Mutual Funds has created a host of equity mutual fund portfolios, based on the risk profile of the investor and SIP amount, to help you with your investments.

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Conservative Investor :

Conservative investing is an investing strategy that seeks to preserve an investment portfolio's value by investing in lower risk securities such as fixed-income and money market securities, and often blue-chip or large-cap equities.

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Moderate Investor:

You have a low to moderate risk tolerance and want reasonable, but relatively stable income and capital growth, and/or. You are comfortable with modest fluctuations in the year-to-year value of your portfolio and have some time to recover from any market downturns.

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Aggressive Investor:

A portfolio management strategy that attempts to maximize returns by taking a relatively higher degree of risk. An aggressive investment strategy emphasizes capital appreciation as a primary investment objective, rather than income or safety of principal.

Fund Comparison

Are you finding it difficult to choose the right mutual fund scheme among the plenty floating in the market? Compare Mutual Funds tool is the answer to your query.

It allows you to compare upto 5 mutual fund schemes across varied time frames against Benchmark Indices. Also get a quick look on details like Performance, Rating, Portfolio holding and much more.

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Campare Mutual Fund:

Portions of the mutual fund performance information contained in this display was supplied by Lipper, A Reuters Company.redistribution of Lipper content, including by caching, framing or similar means, is expressly prohibited without the prior written consent of Lipper.

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Mutual Fund schemes:

Compare the mutual fund schemes in India with different mutual funds and analyze its performance, risk & volatility, investment details, Nav details.The Mutual Fund Research Tool allows the client to view details, compare performance, monitor portfolio, and customise queries on more than 6500 mutual fund.

Fund Performance

This section will be useful for all our customers who have unit linked policies. It will help you understand how our unit-linked funds have performed vis-a vis industry benchmarks.This section will be useful for all our customers who have unit linked policies.

shows Performance of your Fund Portfolio & NAVs to make sure your investments provides higher returns which helps in achieving your mutualfund.

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Roadmap For Customers:

our investment focus is based on the primary objective of protecting and generating good and consistent investment returns to match the investor's long term objective and return expectations.This section will be useful for all our customers who have unit linked policies.

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Net Asset Value(Nav):

The net asset value (NAV) of a unit-linked insurance plan (ULIP)/ mutual fund is the total value of its holdings net of admissible expenses. It is calculated by adding the ULIP / mutual fund’s holdings as on a particular day less all liabilities like management fees, operating expenses, marketing expenses , among other permissible expenses and charges.

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Fund Performance Over Benchmark:

This section will help you to understand how our unit-linked funds have performed vis-a-vis industry benchmarks.

Monthly Factsheet

Access quick, monthly overviews of all funds and their performances with respect to the market.latest monthly factsheet to keep a tab on all your investments with us.The factsheet lists performance of equity & debt schemes along with the sheet.

Go through the latest monthly factsheet to keep a tab on all your investments with LIC Mutual Fund. The factsheet lists performance of equity & debt schemes.

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Mutual Fund Fact Sheet:

A mutual fund fact sheet is a basic three-page document that gives an overview of a mutual fund. For potential investors, this is a necessary and easy report to read before delving more deeply.

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Risk Assessment

The fact sheet will show how risky a fund is. Depending on your age and other holdings, a fund may be too risky or too income-focused for you.Before you buy a fund, you need to analyze what fees it comes with, including the fee paid to fundmanager.

Market Update

We provide a summary of market highlights and the latest market upadtes ecomonic news and Market Statistics.daily analyze the market status.we will guide to custmer for fund investment.

Manage your finance with our online Investment Portfolio,stock trading news.Manage your finance with consulting us.

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Market Data:

In finance, market data is price and trade-related data for a financial instrument reported by a trading venue such as a stock exchange. Market data allows traders and investors to know the latest price and see historical trends for instruments such as equities, fixed-income products, derivatives and currencies.

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Market Research:

Market research is any organized effort to gather information about target markets or customers. It is a very important component of business strategy.[1] The term is commonly interchanged with marketing research; however, expert practitioners may wish to draw a distinction, in that marketing research is concerned specifically about marketing processes, while market research is concerned specifically with markets.

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Stock Market

A stock market, equity market or share market is the aggregation of buyers and sellers not a physical facility or of stocks, which represent ownership claims on businesses; these may include securities listed on a public stock exchange as well as those only traded privately. Examples of the latter include shares of private companies which are sold to investors through equity crowdfunding platforms. Stock exchanges list shares of common equity as well as other security types, e.g. corporate bonds and convertible bonds.

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