The SBI Focused Equity Fund Growth has an AUM of 36040.82 crores & has delivered CAGR of 22.19% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.57%. The minimum ...

The SBI Bluechip Fund Regular Growth has an AUM of 51010.20 crores & has delivered CAGR of 23.61% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.50%. The minimum ...

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not ...

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not ...

If the Beta is high, it implies that the fund manager took a high risk to generate Alpha. R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1.

Miller’s experience will be missed, but veteran managers John Rogers and Ken Kuhrt remain on the mutual fund and Rogers will continue to lead the separately managed account vehicle. As such ...

Weakness in Old Mutual Multi-Managers Def FoF A's Process and People ... ratio suggests that the firm could do better across its fund lineup. Its equity sleeve has demonstrated a consistent ...

One free upcoming issue of our 70+ page Quarterly Newsletter: A value of $149 • Bonus Reports: Premium access to members-only fund manager video interviews • Ad-Free Browsing: Enjoy a year ...

T. Rowe Price New Income Fund Z Cl TRVZX 11.57% T. Rowe Price Value Fund Z Cl TRZAX 10.42% T. Rowe Price Growth Stock Fund Z Cl TRJZX 9.15% T. Rowe Price U.S. Large-Cap Core Fund Z Cl TRZLX 6.72% T.

Market volatility is shaking things up in many investment portfolios. The good news is that retirement investors with long time horizons are among the best positioned for dealing with choppy markets.