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Measuring & Evaluating Mutual FundPerformance
•Need for measuring fund performance
 –To make right investment decisions
•Depends upon
 –Type of fund –Investment objective –Current financial market conditions
 
Different Performance MeasuresDifferent Performance Measures
•
Change in NAVChang
 
e in NAV
 –Change in NAV between the two dates in absoluteand percentage terms.
 –
Absolute terms-
•NAV at the end-NAV at the beginning –
Percentage terms
•(Absolute change/ NAV at the beginning) * 100
 
•Easily understood & applies to any typeof fund•Does not take into account interimdividend declared by the Scheme•Suitable for evaluating Growth funds &accumulation plans of debt & equityfunds.
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