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8: Ep 008 - Analyzing Fund Returns

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Manage episode 433295888 series 3516465
Content provided by Smart Investing by PGIM India Mutual Fund. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Smart Investing by PGIM India Mutual Fund or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Analyzing and interpreting fund returns can be a challenge, especially for novice investors.
In this episode, Lisa Pallavi Barbora and Ravi Samalad help you understand what compound annual growth rate (CAGR), extended internal rate of return (XIRR), rolling returns and absolute return mean and how to interpret them when looking at your fund’s return.

Log on to https://moneyandme.pgimindiamf.com/ to get curated content on personal finance that is in sync with your life stage. All Mutual Fund investors have to go through a one-time KYC (Know Your Customer) process. Investors should deal only with Registered Mutual Funds. For more info on KYC, RMF & procedure to lodge/redress complaints, visit pgimindiamf.com/IEID. This is an investor education and awareness initiative by PGIM India Mutual Fund. Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.
  continue reading

9 episodes

Artwork
iconShare
 
Manage episode 433295888 series 3516465
Content provided by Smart Investing by PGIM India Mutual Fund. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Smart Investing by PGIM India Mutual Fund or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Analyzing and interpreting fund returns can be a challenge, especially for novice investors.
In this episode, Lisa Pallavi Barbora and Ravi Samalad help you understand what compound annual growth rate (CAGR), extended internal rate of return (XIRR), rolling returns and absolute return mean and how to interpret them when looking at your fund’s return.

Log on to https://moneyandme.pgimindiamf.com/ to get curated content on personal finance that is in sync with your life stage. All Mutual Fund investors have to go through a one-time KYC (Know Your Customer) process. Investors should deal only with Registered Mutual Funds. For more info on KYC, RMF & procedure to lodge/redress complaints, visit pgimindiamf.com/IEID. This is an investor education and awareness initiative by PGIM India Mutual Fund. Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.
  continue reading

9 episodes

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