A reader send text in saying that he wants to invest in an infrastructure fund, as Quant Infrastructure fund is showing a 3-years return of 218%. Impressive, without a doubt.
We asked him to look at performance from various angles below mentions.
Start with the Year-To-Date (YTD) returns. It revealed HSBC Infrastructure as the best performer and Quant Infrastructure to be one of the worst.
However, the 1-year annualised return has Quant Infrastructure at the top.
While the 5-years annualised return has Quant Infrastructure topping the charts.
Further, we requested him to look at the calendar year (CY) returns to get an idea of outperformance over the benchmark and vis-à-vis peers.
Needless to say, he is now confused.
Our suggestions
Never invest based on the latest chart performance. And, never forget that performance is just one factor in fund selection - there are a host of other parameters & numbers to consider.
At this level of selecting the funds most of the investors are getting stuck and confuses after looking at the huge numbers & parameters.
So making this easy task, here we (SFB) are providing a services and help them to selecting funds as per their risk profiling, kindly visit this site and check out your risk profile and get ROBO recommendation at a just few clicks..
I hope! my efforts on spreading awareness on Mutual Funds,
have fulfil your curiosity.
then waiting for what?
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