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CAGR vs ABSOLUTE vs TRAILING vs CALENDAR RETURNS in Hindi | रिटर्न में अंतर
 
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When you review your Fund/stock performance, you come across various type of return values - CAGR, Annualized Returns, Absolute Returns, Trailing Returns, Calendar Returns etc. All these are different and can be very confusing. We have explained all of them in the video to help understand the difference. It is important while comparing two fund or stock, you compare them based on same type of returns. Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/InvestYadnya Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya
CAGR vs Absolute vs Trailing vs Calendar Returns | Different types of Returns
 
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When you review your Fund/stock performance, you come across various type of return values - CAGR, Annualized Returns, Absolute Returns, Trailing Returns, Calendar Returns etc. All these are different and can be very confusing. We have explained all of them in the video to help understand the difference. It is important while comparing two fund or stock, you compare them based on same type of returns. Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/InvestYadnya Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya
What is the best measure of mutual fund returns - CAGR, XIRR or Absolute Returns?
 
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Live answers to your investment queries.
Views: 2046 Value Research
CAGR (Compounded Annual Growth Rate) - Explained in Hindi (2018)
 
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CAGR or Compounded Annual Growth Rate meaning & calculation in excel is explained in hindi along with Absolute Returns and SAGR i.e. Simple Annual Growth Rate. CAGR can be calculated using the Compound Interest formula or directly in Excel. You can calculate CAGR of Mutual Funds or Stocks investments if you invest in Equity Share Market. Power of Compounding and Time Value of Money also use the CAGR only. Related Videos: Time Value of Money: https://youtu.be/Pazp1b2LhAQ Power of Compounding: https://youtu.be/jNwREK6WnzI सीएजीआर या कम्पाउंडेड एनुअल ग्रोथ रेट का मीनिंग और एक्सेल में कैलकुलेशन हिंदी में समझाया गया है अब्सोल्युट रिटर्न और एसएजीआर अर्थात सिंपल एनुअल ग्रोथ रेट के साथ। CAGR को कम्पाउंड इंटरेस्ट के फार्मूला के साथ या फिर सीधे एक्सेल शीट में कैलकुलेट किया जा सकता है। अगर आप इक्विटी शेयर मार्किट में इन्वेस्ट करते हैं तो आप म्यूच्यूअल फंड्स या स्टॉक्स इंवेस्टमेंट्स के लिए CAGR कैलकुलेट कर सकते हैं। पावर ऑफ़ कम्पाउंडिंग और टाइम वैल्यू ऑफ़ मनी भी सीएजीआर का ही उपयोग करते हैं। Share this Video: https://youtu.be/gs3wLp6bnTQ Subscribe To Our Channel and Get More Property, Real Estate and Finance Tips: https://www.youtube.com/channel/UCsNxHPbaCWL1tKw2hxGQD6g If you want to become an Expert Real Estate investor, please visit our website https://assetyogi.com now and Subscribe to our newsletter. In this video, we have explained: What is the meaning of CAGR or compounded annual growth rate? What is SAGR or simple annual growth rate? How to do the SAGR calculation? What is the calculation formula for compounded annual growth rate? What is the different between CAGR and absolute returns? How to calculate CAGR using excel sheet or using compound interest formula? The time period is not considered in the absolute return calculation whereas the compounded annual growth rate calculates the annualized returns. In this video, we will also understand the concept & limitations of these financial terms. Make sure to Like and Share this video. Other Great Resources AssetYogi – http://assetyogi.com/ Follow Us: Facebook – https://www.facebook.com/assetyogi Twitter - http://twitter.com/assetyogi Pinterest - http://pinterest.com/assetyogi/ Instagram - http://instagram.com/assetyogi Google Plus – https://plus.google.com/+assetyogi-ay Linkedin - http://www.linkedin.com/company/asset-yogi Hope you liked this video in Hindi on “CAGR (Compounded Annual Growth Rate)”.
Views: 12778 Asset Yogi
What is ABSOLUTE RETURN? What does ABSOLUTE RETURN mean? ABSOLUTE RETURN meaning & explanation
 
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What is ABSOLUTE RETURN? What does ABSOLUTE RETURN mean? ABSOLUTE RETURN meaning - ABSOLUTE RETURN definition - ABSOLUTE RETURN explanation. Source: Wikipedia.org article, adapted under https://creativecommons.org/licenses/by-sa/3.0/ license. The absolute return or simply return is a measure of the gain or loss on an investment portfolio expressed as a percentage of invested capital. The adjective "absolute" is used to stress the distinction with the relative return measures often used by long-only stock funds that are not allowed to take part in short selling. The hedge fund business is defined by absolute returns. Unlike traditional asset managers, who try to track and outperform a benchmark (a reference index such as the Dow Jones and S&P 500), hedge fund managers employ different strategies in order to produce a positive return regardless of the direction and the fluctuations of capital markets. This is one reason why hedge funds are referred to as alternative investment vehicles (see hedge funds for more details). Absolute return managers tend to be characterised by their use of short selling, leverage and high turnover in their portfolios. Although absolute return funds are sometimes considered not to have a benchmark, there is a common one: the funds should do better than short-dated government bonds (e.g. T-bills in the United States). For example, if such "cash" instruments yield 15%, at the same time a certain fund returns 5%, that would be considered not very good. In the case where the cash rate is close to zero, such as the early 2010s decade, this makes little difference. Some absolute-return managers are very active with their portfolios, buying and selling shares more frequently than normal investors, because they focus on short-term investment opportunities lasting less than 90 days. Turnover is the rate at which managers rebalance their portfolios, and among other things it depends on the hedge fund's size: in 2008 hedge funds with less than 15M USD in AUM (assets under management) had a 46.9% turnover per month whilst funds with over 250M USD in AUM had only 9.8%.
Views: 2156 The Audiopedia
What is CAGR ( Compound annual growth rate )| How to Calculate CAGR for Mutual funds and Shares
 
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How to Calculate CAGR for Mutual funds and Shares | What is CAGR | Compound annual growth rate | how to Calculate returns in mutual funds | Understand CAGR in Hindi. -------------------------------------------------------------------------------- Download All Formula Excel https://drive.google.com/open?id=1gs_YFIEorakB9v3hBjPUiH9dx0o9N4-S --------------------------------------------------------------------------------- Share, Support, Subscribe!!! Subscribe: https://goo.gl/yNw13g Youtube: http://www.youtube.com/c/Finbaba Twitter: http://www.twitter.com/finbabaIndia Facebook: http://www.facebook.com/finbabaIndia Instagram: http://instagram.com/finbabaIndia ----------------------------------------------------------------------------------------------------- Subscribe Our Channel click Here for Latest Video https://goo.gl/yNw13g ----------------------------------------------------------------------------------------------------- Related Videos : SIP investment : https://youtu.be/Zh7dmWzqXWY Save Tax under section 80C : https://youtu.be/y5Sat6TcJHs Mutual funds : https://youtu.be/-gP4HfMCeBQ Gold ETFS :https://youtu.be/EPjiho6m1XI Arbitrage fund : https://youtu.be/3oyryG22H4I How to find stop loss : https://youtu.be/jZugeeEVSP0 FCNR account : https://youtu.be/G4GFoQFy_RI Stock Market Tax : https://youtu.be/hcYDeXEW6eY Stock Split : https://youtu.be/NQpW2oBemyk How to Buy Share Onlie https://youtu.be/g8Eb1LVNXM0 What is Cnadle stick https://youtu.be/-Sjhv7h3IT8 ------------------------------------------------------------------------------------------------------- Open Demat account :https://zerodha.com/open-account?c=ZMPASV ------------------------------------------------------------------------------------------------------- About: FinBaba is a you-tube channel, where you can get Information about Banking, finance, Stock market basic and Advance, Forex, Mutual funds and many more. Thanks For Watching this Video. !
Views: 83299 Fin Baba
CAGR vs XIRR | Ways to calculate your Mutual Fund returns | Mutual Funds for Beginners India
 
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Mutual Fund Concepts for Beginners in India - You can think of XIRR as nothing but an aggregation of multiple CAGRs. If you make multiple investments in a fund, you can use the XIRR formula to calculate your overall CAGR for all those investments taken together. Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/InvestYadnya Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya
CAGR vs XIRR (annualized return: simple explanation)
 
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Differences and similarities between the two types of annualized returns: the Compound Annual Growth Rate (CAGR) and the extended internal rate of return (XIRR)
What is an Absolute Return Strategy?
 
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Welcome to the Investors Trading Academy talking glossary of financial terms and events. Our word of the day is “Tax Wrapper” There are two main types of tax-incentivized investment: individual savings accounts and pensions, including self-invested personal pensions called Sipps. Between ISAS and pensions alone, investors can tuck away over £50,000 a year, or £100,000 for a couple. If they have children, a further £3,720 for each child can be added through junior ISAS, and another £3,600 a child through children’s pensions. Those willing to take on the higher risk of investment into new venture capital trust issues can add another £200,000 to that total. In other words, investors can shelter significant amounts of their savings from tax without straying into any celebrity-style tax planning. Each of these tax wrappers has different characteristics. From an investment perspective, the treatment of income and the accessibility of the assets within each wrapper are important. The most obvious reason investors might come into this category is that they have a high income, or assets that they need to invest. These are people who can comfortably invest the full allowance in their ISAs each year and are now having to contend with reductions in the amount they can save in a pension. They’re not necessarily wealthy (or ‘high-net-worth’ as we say nowadays). Head teachers, doctors, senior executives are all in danger of exceeding the reduced lifetime allowance. Even their standard work pension scheme could exceed the new £1.25 million limit after 30 or 40 years’ growth. And they have to face a significant risk of the allowance coming down even further in years to come. For these people having all their eggs in the pension basket could be a mistake. By Barry Norman, Investors Trading Academy - ITA
Definition - What is absolute return investment management?
 
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There are investors who invest according to their convictions without any particular benchmark constraints. Their sole objective is to deliver absolute returns over the given investment horizon. These highly flexible strategies are known as “absolute return strategies”. But who are absolute return funds targeting?
Views: 592 CANDRIAM
What Is Absolute Return?
 
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https://www.greggbryant.com/coming-soon What is Absolute Return? The absolute return or simply return is a measure of the gain or loss on an investment portfolio expressed as a percentage of invested capital. The adjective "absolute" is used to stress the distinction with the relative return measures often used by long-only stock funds that are not allowed to take part in short selling. The hedge fund business is defined by absolute returns. Unlike traditional asset managers, who try to track and outperform a benchmark (a reference index such as the Dow Jones and S&P 500), hedge fund managers employ different strategies in order to produce a positive return regardless of the direction and the fluctuations of capital markets. This is one reason why hedge funds are referred to as alternative investment vehicles (see hedge funds for more details). Absolute return managers tend to be characterized by their use of short selling, leverage and high turnover in their portfolios. Although absolute return funds are sometimes considered not to have a benchmark, there is a common one: the funds should do better than short-dated government bonds (e.g. T-bills in the United States). For example, if such "cash" instruments yield 15%, at the same time a certain fund returns 5%, that would be considered not very good. In the case where the cash rate is close to zero, such as the early 2010s decade, this makes little difference. Some absolute-return managers are very active with their portfolios, buying and selling shares more frequently than normal investors, because they focus on short-term investment opportunities lasting less than 90 days. Turnover is the rate at which managers rebalance their portfolios, and among other things it depends on the hedge fund's size: in 2008 hedge funds with less than 15M USD in AUM (assets under management) had a 46.9% turnover per month whilst funds with over 250M USD in AUM had only 9.8%.
Views: 33 GreggBryant
Absolute Return Strategies
 
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As part of an ongoing conversation on asset allocation, diversification, and strategic investment, Matthew Clarke, AVP / Client Portfolio Manager, provides a three-minute overview on absolute return strategies and their role in WTB’s optimized portfolio.
Fundamentals - Old Mutual Global Equity Absolute Return
 
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The Old Mutual Global Equity Absolute Return fund features in this ‘Fundamentals’ video, which is presented and researched by our Investment Director, Russ Mould. The information in this video is for the use of professional advisers only. The value of investments can go down as well as up and your client may not get back their original investment. Past performance is not a guide to future performance and some investments need to be held for the long term. This promotion does not offer advice about the suitability of our products or services.
Absolute and relative returns
 
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Value investing is only one part of the whole investment matrix. To complete the whole investment learning journey, you need to include "investment strategies" into your investment skill set. An investment strategist is a skilled person in planning their investment deployment, in distributing their investment purchases systematically or strategically in three different macro market cycle - the bull, bear and range market. Most investors focus on picking a few value stocks and to hold it for long term. Their objectives mainly are for capital gain and receiving yearly dividend. The pit fall is when investments are made around the peak or the last stages of a market cycle. There are strategies we can acquire in this programme, to invest in a bull, range and even a bear market. https://weipedia.thinkific.com/courses/investment-strategies
Views: 63 Weipedia
how to calculate mutual fund returns in hindi / urdu
 
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hello friends, Many times people things to invest in mutual fund but they don't know how much money they should invest in mutual fund and how much money they will get on their investment so by seeing this video you will know how much you should invest in mutual fund and how much value return you will get from it. For mutual fund return value calculator click on below link:- https://www.sbimf.com/en-us/plan-your-investments/return-value-calculator Let's see my other videos too:- What is nav in Mutual fund in hindi / urdu https://www.youtube.com/edit?o=U&video_id=Lfy2a_fTxs8 what are open ended and close ended mutual fund in hindi / urdu https://www.youtube.com/edit?o=U&video_id=UySkrnKe-bI What is the right time to invest in mutual funds in hindi / urdu https://www.youtube.com/edit?o=U&video_id=OX3AaSNBfeM What are the different types of mutual funds in hindi / urdu https://www.youtube.com/edit?o=U&video_id=SADGZsuJ7pg to subscribe my channel please click the link given below:- https://www.youtube.com/channel/UCxI2e-3o-mvf5vlxyuoICog?sub_confirmation=1
Views: 32661 Tv25
Absolute Return Strategies: Market Neutral
 
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Matthew Clarke, AVP / Client Portfolio Manager, explains market neutral, one investment strategy that can be used help reduce risk in a portfolio. Because diversification only addresses firm-specific risk, strategies like market neutral are an essential tool in overall portfolio management.
Views: 1358 Washington Trust Bank
How to calculate SIP returns in Hindi? |  What is XIRR in हिंदी?
 
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अपनी म्यूचूअल फ़ंड SIP का returns कैसे calculate करें? XIRR Kya hota hai? Yadnya Book - 108 Questions & Answers on Mutual Funds & SIP - Available here: Amazon: https://goo.gl/WCq89k Flipkart: https://goo.gl/tCs2nR Infibeam: https://goo.gl/acMn7j Notionpress: https://goo.gl/REq6To Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/InvestYadnya Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya
What are Rolling Returns? Rolling Returns of Mutual Funds explained By Yadnya
 
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What are Rolling Returns? Rolling Returns of Mutual Funds explained By Yadnya Make your Free Financial Plan today: http://wealth.investyadnya.in/Login.aspx Yadnya Book - 108 Questions & Answers on Mutual Funds & SIP - Available here: Amazon: https://goo.gl/WCq89k Flipkart: https://goo.gl/tCs2nR Infibeam: https://goo.gl/acMn7j Notionpress: https://goo.gl/REq6To Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/InvestYadnya Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya
How Compounding works in SIP? | Understanding compounding in Mutual Funds| Yadnya Investment
 
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A systematic investment plan (SIP) is a powerful tool to fight market volatility and benefit from the enormous potential of compounding over time. A SIP allows you to invest in any mutual fund by making smaller periodic investments instead of a lump sum one-time investment. Yadnya's Book - 108 Questions on Mutual Funds & SIP is available here - goo.gl/WCq89k Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/InvestYadnya Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya
CAGR vs XIRR in Hindi | CAGR और XIRR हिंदी में | CAGR kya hai | XIRR Kya hai
 
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CAGR और XIRR में क्या अंतर है? What is the difference between CAGR and XIRR return, and how both are calculated? You can think of XIRR as nothing but an aggregation of multiple CAGRs. If you make multiple investments in a fund, you can use the XIRR formula to calculate your overall CAGR for all those investments taken together Yadnya Book - 108 Questions & Answers on Mutual Funds & SIP - Available here: Amazon: https://goo.gl/WCq89k Flipkart: https://goo.gl/tCs2nR Infibeam: https://goo.gl/acMn7j Notionpress: https://goo.gl/REq6To Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/InvestYadnya Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya
Absolute return funds  (ARF) - defined
 
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Absolute Return funds are funds that aim to deliver returns in both rising and falling markets. Compared to traditional fund managers these funds have greater scope to use derivatives, short positions, and exotic securities. - created at http://www.b2bwhiteboard.com
Views: 331 B2Bwhiteboard
What is Mutual Fund Benchmark & Category? Why is Benchmark important?
 
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You must have seen lot of reference to Mutual Fund Benchmarks and category averages in our Fund Review videos and must be wondering what exactly does that mean. Well, Benchmark is a point of reference that tells you how a mutual fund has performed vis-a-vis its peers and the market. In the year 2012, SEBI made it mandatory for fund houses to declare a benchmark index. This benchmark is independent and is based on the objectives of your fund. Similarly, Mutual Funds are divided into various categories based on their objectives. Example, all large cap funds are categorized together and similarly all Liquid funds are categorized together. To understand in detail, please watch the video. Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/InvestYadnya Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya
Understanding the Benefits of Rolling Returns
 
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What are the advantages of using rolling returns when measuring performance?
Views: 773 The Royce Funds
Meet the Manager: Ian Heslop, Old Mutual Global Equity Absolute Return Fund
 
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Killik & Co's Gordon Smith talks to Ian Heslop, Head of Global Equities at Old Mutual Investors.
Views: 576 Killik & Co
NISM mutual fund exam  tutorial  : Unit 8 -  How to calculate Simple Absolute Returns
 
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Mr. Saurabh Khati (CFPCM, CPFA, NCMP - level 5) has described the syllabus of National Institute of Securities Markets (NISM) series V A: Mutual Fund Distributors Certification examinations. In this Video, He has discussed the concept of How to calculate Simple Absolute Returns that is a part of unit 8 of NiSM Certification of mutual fund V A series. This video is a part of NISM exam preparation series of 150 videos. All 150 videos will cover entire nism study material of nism series v a exam or previously known as amfi exam. To learn more about NISM Series V A Examination playlist of all 150 videos, visit: https://www.youtube.com/watch?v=esnGe5qTfwI&list=PLrasFEKOFdR-10QNExLqYNaxNmZD5pPIQ To learn about the nism login and Forthcoming CPE Programmes registration. Visit: https://www.youtube.com/watch?v=Gft-AtAiSEc For more information you can visit : http://www.nism.ac.in Like this video if it proved useful to you, comment you doubts and reviews and subscribe to our channel for more NISM certification tutorials. For Classroom Trainings, Contact: Ms. Madhavi: - +91-7722099779 [email protected] Feel free to call me for any queries : +91 - 9665607692 Quick! Subscribe! ► https://www.youtube.com/channel/UC5BRZjYq_1vMf7vZxi827qg?spfreload=5 My linkedin profile : https://www.linkedin.com/in/saurabhkhati Keywords : nism model paper nism exam dates nism study material nism mutual fund nism cpe nism certification course fees nism series viii
Views: 12107 Saurabh Khati
What Is Xirr Return In Mutual Fund?
 
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Absolute Return vs. Average Rate of Return vs. CAGR [MALAYALAM / EPISODE #5]
 
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In my previous video, I introduced my favorite financial tool — a CAGR Calculator. Today I’m comparing 3 kinds of returns: Absolute Return vs. Average Rate of Return vs. Compounded Annual Growth Rate (CAGR). There are more kinds of returns namely: Relative Returns, Risk-Adjusted Return, Rolling Returns, Internal rate of Return(IRR), Extended Internal Rate of Return (XIRR), etc. But I believe Absolute Return, Average Rate of Return, and CAGR are the must-knows. I have compared all the 3 kinds of returns using the same example. That is, I assumed that you bought a stock at Rs. 1,000 and sold it for Rs. 2,000 after 5 years. And then there’s a Onevestor thing. Because there’s another reason why I made this video and that's the new Mutual Fund (or rather SIP) culture that’s happening in our country. CAGR Calculator : https://www.easycalculation.com/finance/compound-annual-growth-rate.php I hope you have learned a thing or two from my new video. If so, do share my video with your friends and family on your social media channels! Happy Investing/Trading! :) – – – – – – – – – – – – – – – – – Hey there, I’m Mahesh (@maheshone). A full-time nerd from Tiruvalla (now in Cochin). I’m a blogger, digital marketer, and a finance geek. Onevestor is my personal finance journal where I archive and share my financial thoughts and journals. Check out The Onevestor Manifesto @ https://onevestor.com/manifesto/. – – – – – – – – – – – – – – – – – My Digital Marketing & Tech Journal : https://www.minterest.com My Personal Finance Journal : https://onevestor.com My Travel Startup : https://wandernow.in – – – – – – – – – – – – – – – – – Want to get in touch? Email: [email protected] Mobile: +91 98472 61321 Twitter: @maheshone
Views: 187 Onevestor
What is the CAGR of an equity investment?
 
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The CAGR or the compounded annualized growth rate of an investment in a volatile instrument such as stocks or equity mutual fund is explained. A detailed explanation can be found here http://freefincal.com/understanding-the-nature-of-stock-market-returns/
How to calculate SIP returns? | How to use XIRR formula in Excel? | What is XIRR? | Yadnya
 
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Cash inflows and outflows may not always be evenly matched and instead these could be at irregular intervals. For example, in a money-back plan or in a mutual fund SIP. XIRR is a function in Excel for calculating internal rate of return or annualized yield for a schedule of cash flows occurring at irregular intervals. In a SIP, you keep investing regularly over a long period and get back the maturity amount upon exit. SIP investments happen on a pre-decided date and even the amount is fixed, and depending on the NAV of the scheme on that day, you get certain number of units. Hence, you keep accumulating units from the day your SIP starts. On the day you exit the scheme, i.e., redeem your total units, you get the maturity amount, which is NAV (of redemption day) multiplied by total units (on redemption day). Now, to know how much returns ones scheme has generated, you may use the XIRR (a function in excel). It's simple and one doesn't even require the NAV of any date. Yadnya's Book - 108 Questions on Mutual Funds & SIP is available here - goo.gl/WCq89k Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/InvestYadnya Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya
What is Total Return Index (TRI)? | TRI benchmark of Mutual Funds Explained by Yadnya
 
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A Total Return Index takes into account not just the Price Returns of the stocks but also dividends paid out on the stocks. Make your Free Financial Plan today: http://wealth.investyadnya.in/Login.aspx Yadnya Book - 108 Questions & Answers on Mutual Funds & SIP - Available here: Amazon: https://goo.gl/WCq89k Flipkart: https://goo.gl/tCs2nR Infibeam: https://goo.gl/acMn7j Notionpress: https://goo.gl/REq6To Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/InvestYadnya Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya
How to track performance of your Mutual Fund? Fund Performance Tracking
 
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How do you know whether your mutual fund scheme is offering you good returns? Sure, it gave you double-digit returns last year. But is it really good enough? No clue, right? Looking at the standalone performance of a scheme will not help you answer that query. Well, it is a common dilemma faced by many mutual fund investors. Let's understand this in detail. Yadnya Book: 108 Questions & Answers on Mutual Funds & SIP Amazon: http://amzn.to/2vv1Scb NotionPress: https://notionpress.com/read/108-questions-answers-on-mutual-funds-sip Flipkart - https://goo.gl/P6H1iS Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/InvestYadnya Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya
Absolute Return Funds
 
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Grace Debono, Senior Manager Business Developmen at Valletta Fund Management discusses Absolute Return Funds
Views: 128 BankOfValletta
CIBC Multi-Asset Absolute Return Strategy
 
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Michael Sager, Vice President, Client Portfolio Manager, Institutional Asset Management discusses the CIBC Multi-Asset Absolute Return Strategy, an alternative investment fund that aims to generate positive returns for investors, regardless of market conditions, while managing volatility.
Views: 275 CIBC
What is NAV and How is it Calculated (Tamil)? - Franklin Templeton India
 
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"Confused about what is NAV in a mutual fund? Watch the video to find out what is NAV in Tamil and how it is calculated. Learn what does NAV of a mutual fund represents and three reasons why NAV calculation is important but shouldn't be used to compare different mutual funds. Before you get down to NAV formula, let’s clearly understand the concept of NAV. What is NAV in a mutual fund? Ughh, this is one term that has scared and confused people more than anything else when it comes to mutual funds! It’s a value, that’s pretty obvious, but the value of what? What does it include? What does it show? Say you have this 1000 sq. ft. house that you want to sell. So you find this real estate expert who has got a buyer for the house at Rs. 35 lakhs. But this includes a commission of Rs. 50,000 for helping you sell the house, which means the true value per sq.ft. that you got for the house is Rs.3,450. How’s that? Well, you take the selling price of the house, deducted any expenses from it and then divide it by the size of the house. (Ta-da) The price that you arrive at is the true value per sq.ft.! What is the NAV formula? Just like that, the NAV per unit of a mutual fund scheme is the sum total of the market value of all the assets held in the portfolio including cash, fewer expenses, divided by the total number of units held by all the investors. Now, why is NAV calculation important? Well, for three reasons… When an investor invests in a scheme, it helps to calculate how many units he can buy. So if the NAV of the scheme is Rs. 25 and the amount being invested is Rs. 25,000, the investor will receive 1000 units. Correspondingly when you redeem your investments, meaning when you take your money out of the scheme, if the applicable NAV per unit of the scheme at that time is Rs. 50, you will receive Rs. 50,000 for your 1000 units. The third reason why NAV calculation is important is to gauge the performance of the scheme. This is done by comparing the NAV of the scheme over two different points to know how well or poorly the scheme has performed. For e.g., If the NAV per unit of the scheme today is Rs. 25 and 2 years ago it was Rs 15 you know that the scheme has delivered an absolute return of 66.67% over 2 years or 29.10% every year over a period of 2 years. So to state it again, the three main reasons why NAV is important are: • Helps investor to understand how many units can be bought • Gives the amount investor will receive on redeeming the investment • Measures the performance of a scheme We hope you enjoyed watching this video in Tamil! Watch more, and we’ll help you learn about different investing concepts. You can also write to us with your feedback ([email protected]) View more such videos in the playlist: https://www.youtube.com/playlist?list=PLpDLpRd877mQK6oddkl924mmDKQOc9rvb Invest Now with Franklin Templeton! Official Website:https://www.franklintempletonindia.com/ Facebook: https://www.facebook.com/FranklinTempletonIndia/ LinkedIn: https://www.linkedin.com/company/3676/ Instagram: https://www.instagram.com/ftiindia/?hl=en Twitter: https://twitter.com/ftiindia?lang=en "
Views: 5128 TempletonIndia
#BQMutualFundShow: Demystifying Rolling Returns
 
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Find out what are rolling returns and how are they better than point-to-point returns on #BQMutualFundShow Guests: Sunil Subramanium, CEO, Sundaram Mutual Fund Harshvardhan Roongta, Principal Financial Planner, Roongta Securities S. N Subrahmanyan, CEO & MD, L&T R. Shankar Raman, CFO, L&T Ltd Subscribe to BloombergQuint on WhatsApp: https://goo.gl/NX4KDz
Views: 3926 BloombergQuint
What is a rolling return? Why is it important for mutual fund investors?
 
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https://freefincal.com/mutual-fund-rolling-returns-analysis-nifty-strategy-indices/ Calculate rolling returns for any fund with free tool in above link We discuss what is a rolling return and why it is important for mutual fund investors.
Mutual Fund Returns calculation in Excel
 
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To calculate internal rate of return on mutual fund scheme. ABC Ltd. bought 100,000 units (of Liquid mutual fund scheme) of Face value 10.00 per unit. ABC ltd invested on 5thMarch 2013 at a NAV of 11.50 per unit. The company received dividends of 1% on 15th March 2013 and 1% on 30th March 2013. If the company redeems the entire holding of liquid units at NAV of 11.32 per unit on 31th Mar 2013, what returns would it have got from this short term investment?
Views: 77154 Rohit Warman
Absolute return - definition
 
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The absolute return or simply return is a measure of the gain or loss on an investment portfolio expressed as a percentage of invested capital. reference: http://en.wikipedia.org/wiki/Absolute_return - created at http://www.b2bwhiteboard.com
Views: 289 B2Bwhiteboard
Absolute vs. Relative Return Investing [perf. video]
 
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→ Download a list of my latest investments: https://wealthific.com/latest/ Most people are invested for relative returns not absolute returns. Which is better and why should you care? Check out my June 2014 performance video to find out...
Views: 1013 Tommy Sikes
How can I get 12% return in mutual funds?
 
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Live answers to your investment queries.
Views: 2560 Value Research
Tax on Mutual Funds Return
 
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This video explains taxation on Equity and Debt Mutual Funds. You can get details for both Growth and Dividend options.
Best Long Short & Absolute Return Fund
 
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Mathews Sabre Fund H3 Japan Fund Portfolio Partners High Growth Shares Trust
Views: 116 carolyndodds
What is XIRR? How to calculate XIRR in excel? Mutual Fund Returns Calculator
 
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What is XIRR? how to calculate mutual fund returns? ABSL ELSS 96 https://www.youtube.com/watch?v=fJ6YWsMlOKI What is liquid fund? https://www.youtube.com/watch?v=dXv2G4IJxyc Are mutual funds taxable? https://www.youtube.com/watch?v=F1zPY9GcT24 Types of mutual funds https://www.youtube.com/watch?v=Ero2YURdVz0 open ended & close ended mutual fund https://www.youtube.com/watch?v=4fw1Fp9a6iM
Views: 192 Jitendra Bapna
What is Mutual Fund NAV - Net Asset Value | MF NAV | Mutual Fund NAV Calculation | SBI Mutual Fund
 
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Watch this video to learn about what is mutual fund NAV and how to calculate mutual fund NAV! 'What is Mutual Fund (MF) NAV? SBI Mutual Fund NAV provides complete data and analysis of all SBI Mutual Fund schemes for investors. To know more about SBI Mutual Fund NAV, please visit https://www.sbimf.com/en-us/navs Mutual fund investors are often confused about the concept of Net Asset Value (NAV) of a mutual fund scheme. However, the concept of Mutual Fund (MF) NAV is simple. Mutual fund NAV is the net asset value of a fund. It is a value per unit of a scheme on a particular business day. In short, it is a price per unit of a scheme. If an investor wants to ascertain value of his portfolio, he can multiply the NAV of the mutual fund with the total number of units that he has acquired. Basically a mutual fund’s NAV is the sum of all its assets (the value of its holdings in cash, shares, bonds, financial derivatives and other securities) less any liabilities, all divided by the number of shares outstanding. It is essentially an indication of the fair value of a single share of the fund. It offers investors a reference point around which they can gauge any offers to buy or sell shares of the fund. Start investing in mutual funds with SBI Mutual Fund - https://www.sbimf.com/en-us/investment-solutions Mutual Fund NAV Calculation: It helps you to calculate the simple returns on your initial investment. What you need is only the initial and the current or the ending net asset value (NAV) of the mutual fund scheme. In calculating the point-to-point or absolute return, the holding time does not play a role. Calculation of Mutual Fund NAV assets usually fall under two categories – securities & cash. Securities, here, include both bonds and stocks. Therefore, the total asset value of a fund will include its stocks, cash and bonds at market value. Dividends and interest accrued and liquid assets are included in total assets. In addition, liabilities like money owed to creditors, and other expenses accrued are included. Mutual Fund NAV Calculation Formula: Net Asset Value (NAV) = (Assets – Debts) / (Number of Outstanding units) Here: Assets = Market value of mutual fund investments + Receivables + Accrued Income Debts = Liabilities + Expenses (accrued) The market value of the stocks & debentures is usually the closing price on the stock exchange where these are listed. Visit SBI Fund Guru for complete guide on mutual funds - https://fundguru.sbimf.com/ Connect with us: Facebook: https://www.facebook.com/SBIMF Twitter: https://twitter.com/SBIMF LinkedIn: https://www.linkedin.com/company/sbi-mutual-fund YouTube: https://www.youtube.com/user/sbimutualfund Instagram: https://www.instagram.com/sbimutualfund Slide Share: http://www.slideshare.net/SBIMutualFund
Views: 48564 SBI Mutual Fund
What are rolling and trailing returns?
 
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Live answers to your investment queries.
Views: 1304 Value Research
What is Standard Deviation | Standard Deviation in Mutual Funds with examples by Yadnya
 
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Standard Deviation is statistical measurement which help investors determine the risk profile of a mutual fund. Investors look to the standard deviation measurement on mutual funds' annual returns to determine the degree of fluctuation that can occur from year to year. Mutual funds with a long track record of consistent returns display a low standard deviation. Growth-oriented or emerging market funds, however, likely see more volatility and have a higher standard deviation. Find us on Social Media and stay connected: Facebook Page - https://www.facebook.com/InvestYadnya Facebook Group - https://goo.gl/y57Qcr Twitter - https://www.twitter.com/InvestYadnya
Fund statements don't mention SIP returns. How to calculate SIP performance?
 
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Live answers to your investment queries.
Views: 1009 Value Research