Ep. 36 - Why mutual funds were suddenly underperforming in 2019?


Episode Artwork
1.0x
0% played 00:00 00:00
Feb 13 2025 5 mins   2

A SEBI rule in 2019 mandated mutual funds to change how they benchmarked their performance to an index. An understanding of price return (PR) and total return (TR) indices explains how the reported outperformance of mutual funds vanished.


Zerodha Varsity on Social Media:

Instagram: https://www.instagram.com/zerodhavarsity/

X: https://x.com/ZerodhaVarsity

YouTube: https://www.youtube.com/@varsitybyzerodha

Disclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.