GLOSSARY

Mutual Fund Glossary

Every term here is explained with a real worked example, computed from actual fund data, not a made-up "suppose you invest ₹10,000" illustration.

A

AlphaRISK & RISK-ADJUSTED RETURN

B

BetaRISK & RISK-ADJUSTED RETURN

D

Down Capture RatioRISK & RISK-ADJUSTED RETURN

M

Max DrawdownRISK & RISK-ADJUSTED RETURN

R

Rolling ReturnsRETURNS & PERFORMANCE

S

Sharpe RatioRISK & RISK-ADJUSTED RETURN Sortino RatioRISK & RISK-ADJUSTED RETURN Standard DeviationRISK & RISK-ADJUSTED RETURN

U

Up Capture RatioRISK & RISK-ADJUSTED RETURN