2. BINCHMARK
The benchmark should be
completely independent.

3. This model is based on
the comparison of
“EXCESS RETURN” per
unit for both the FUND &
BENCHMARK.

4. This model we
measure
RETURN PER
UNIT OF BEAT
(RISK)

5. The performance of
a fund by
comparing the
actual returns of
the fund with the
returns actually
expected out of it
over a given period
at the given level of
it’s systematic risk

6. 1.What is the fund’s investment objective?
2.What role will this fund play in my portfolio?
3.How widely has the fund’s performance varied
from year to year?
4.How consistent is the fund’s approach to
achieving it’s goals?
5.Whate type and level of risk does this fund
involve?
SELECATION OF A MUTUAL
FUND

7. Style determines 85-90% of a fund portfolio’s
return
 Growth
 Value
 Company Size
Mutual Fund Style Analysis