Videos

Standard deviation can tell you more than just whether a mutual fund’s returns are high or low, it shows how much those returns have fluctuated over time. But what does a high standard deviation mean for an investor? In this video, we break down standard deviation in mutual funds in simple terms and explain how investors can use it to understand a fund’s historical volatility. Watch the full video to understand this key mutual fund metric.

Two funds can deliver the same returns, yet one may have taken significantly more risk to get there. The Sharpe Ratio helps investors look beyond returns and understand how efficiently a fund has rewarded the risk taken. Watch the video to understand Sharpe Ratio in mutual funds with a simple example and see what this metric can tell you as an investor.

The market moves, but not every stock or mutual fund moves by the same amount. Beta helps investors understand how sensitive a fund is to market movements, whether it tends to move more aggressively, move in line with the market, or stay relatively steadier. Watch the video for a simple breakdown of Beta in mutual funds.

Should your SIP increase as your income grows? In this video, we break down the concept of a Step-Up SIP and explain how a small annual increase in your SIP contribution can help align your investments with your financial goals. Watch this video to learn how the power of compounding and disciplined investing can make a difference over the long term.

Confused between SIP and lumpsum investing? In this video, we compare SIP vs lumpsum investments using a simple example to explain rupee cost averaging, the impact of market volatility, and how each strategy works. Learn when a SIP may be suitable, when a lumpsum investment can be considered, and how to choose an approach based on your financial goals, investment horizon, and risk appetite.

Not all mutual funds are built the same. Some are designed for long-term growth, some focus on stability, while others aim to balance both. Watch  this video to learn different types of mutual funds and how investors approach these funds based on risk and investment goals.