Research Category

Performance Analysis Mutual Fund Research

Quantitative mutual fund performance analysis, risk-adjusted ratios (Sharpe, Sortino), and rolling return evaluations.

Published Papers (2)

What Are CAGR and XIRR? How Mutual Fund Returns Are Calculated

Learn how CAGR and XIRR measure investment returns in Indian mutual funds, the mathematical difference between lump sum and SIP tracking, and when to apply each metric.

                Published: 10/1/2026 • 7 min read
              

How to Read a Mutual Fund Factsheet: Key Metrics Every Investor Must Check

Learn how to read an official AMC mutual fund factsheet: AUM, portfolio turnover, risk-adjusted ratios (Sharpe, Sortino, Beta), and benchmark comparison tables.

                Published: 10/1/2026 • 8 min read
              