Investment Performance
Latest news, explainers and analysis on Investment Performance. Tracking 5 stories on Arth Vani.
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Latest on Investment Performance
BreakingOnly Two Dividend Yield Funds Exceeded 10% Returns in Past Year, Study Reveals
A recent analysis highlights that just two dividend yield mutual funds delivered returns over 10% in the last one year. This wide performance disparity within the category is primarily due to differences in equity allocation, portfolio choices, and expense ratios among funds.
Unnamed Stock Reported to Surge 360% in a Year, Specifics Lacking
A global financial report from Yahoo Finance indicates a 'little-known' stock experienced a 360% increase in value over the past year. However, the source material does not provide the name of the company, its sector, or the specific reasons behind this significant growth.
Quant & DSP Value Funds Lead Category with Strong Alpha; Only Two Funds Lag Benchmark
Only two value funds in India have shown negative alpha, meaning they underperformed their benchmark indices. Quant Value Fund and DSP Value Fund emerged as top performers, demonstrating the highest positive alpha and delivering superior returns within the category.
BreakingBank of India Small Cap Fund Tops 1-Year SIP Returns with 40%
Small-cap equity mutual funds have delivered stellar returns over the past year, with the Bank of India Small Cap Fund leading the pack with an annualised SIP return of 40.05%. Four out of the top five performing schemes were in the small-cap category, highlighting the segment's strong performance.
Goldman Sachs' GPIQ Outperforms QYLD by 3% Annually
Goldman Sachs' investment product, GPIQ, has recently surpassed the performance of QYLD by three percentage points over the past year. This highlights the varied returns that different global financial instruments can exhibit over similar periods.
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