Скачать или смотреть How to Analyse a Mutual Fund? (No Complex Jargon)

Choosing a mutual fund based only on past returns? That’s not enough. In this video, we break down how to truly analyse a mutual fund—in 5 simple, beginner-friendly steps. No technical jargon, no complicated ratios. Just practical, actionable ways to separate consistent performers from one-hit wonders.

You’ll learn how to assess long-term performance using rolling returns, a simple way to judge volatility without diving into standard deviation, and how to check whether a fund is actually generating alpha. We’ll also show you how to evaluate if a fund protects your capital during market downturns, and how to check if its portfolio is diversified or overly concentrated.

Whether you're just starting out or looking to sharpen your investment research, this guide will give you the clarity and confidence to choose mutual funds more wisely.

Chapters:
00:00 Introduction
00:26 How to Analyse a Mutual Fund (No Complex Jargon)
00:54 Step 1: Analyse Long Term Returns
02:44 Step 2: Analyzing Mutual Fund Volatility
04:25 Step 3: Is the Fund generating High Alpha?
05:11 Step 4: Downside Capture
06:48 Step 5: Check Portfolio Concentration

Related Playlist:

👉 Best Mutual Funds to Invest in 2025:    • Best Mutual Funds 2025  

👉 Shorts on Mutual Funds and SIP in Mutual Funds:    • Shorts | Mutual Funds & SIP  

👉Mutual Funds for Beginners:    • Mutual Funds For Beginners  

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