How can I compare my portfolio to others’ portfolios?
How do I benchmark my portfolio?
How to Use a Benchmark to Measure the Performance of Portfolio
- Choose portfolio to be measured. …
- Consider the asset allocation. …
- Identify appropriate benchmarks. …
- Calculate actual performance vs. …
- Standard Deviation. …
- Beta. …
- Sharpe Ratio.
How do you analyze a portfolio?
How to Evaluate Your Portfolio
- Use a Stock Portfolio Analyzer. You can gain insights into your portfolio by putting your investments into an online investment analysis tool. …
- Evaluate How Your Portfolio Performs as a Whole. …
- Think About How Your Assets Perform Individually. …
- Evaluate Manager Fees. …
- Think About Your Goals.
What are some examples of benchmarks?
Some of the most popular benchmarking methods include:
- Peer benchmarking. …
- Best practice benchmarking. …
- SWOT analysis.
- Process benchmarking. …
- Performance benchmarking. …
- Collaborative benchmarking. …
- Call center. …
- Technology.
How do you evaluate a mutual fund portfolio?
How to Evaluate Mutual Fund Performance
- Define the Investment Goals. What is the purpose of my investment? …
- Shortlist a few peer Funds to compare. …
- Check the historical Performance Data. …
- Fee Structure of the Fund. …
- Risk-Adjusted Returns. …
- Performance against Index. …
- Alpha. …
- Expense Ratio.
Which index fund is best?
Best Index Funds
- Nippon India Index Fund – Sensex Plan – Direct Plan – Growth Plan. …
- ICICI Prudential Sensex Index Fund Direct Growth. …
- DSP Equal Nifty 50 Fund Direct Growth. …
- IDFC Nifty Fund Direct Plan Growth. …
- Taurus Nifty Index Fund-Direct Plan-Growth Option. …
- Sundaram Nifty 100 Equal Wgt Dir Gr.
Which is the best fund to invest now?
Here’s the list of the five best mutual funds for SIP:
| Fund Name | 3-year Return (%)* | |
|---|---|---|
| Mirae Asset Emerging Bluechip Fund Direct-Growth | 17.91% | Invest |
| PGIM India Flexi Cap Fund Direct-Growth | 20.52% | Invest |
| SBI Focused Equity Fund Direct Plan-Growth | 13.81% | Invest |
| Canara Robeco Bluechip Equity Fund Direct-Growth | 14.58% | Invest |
Where can I invest and get good returns?
Now, let us take a quick understanding of each of the best investment options with high returns in India 2022 one by one:
- Unit Linked Insurance Plan (ULIP) …
- Public Provident Fund (PPF) …
- Mutual Fund. …
- Bank Fixed Deposits. …
- National Pension Scheme (NPS) …
- Senior Citizen Savings Scheme. …
- Direct Equity. …
- Real Estate Investment.