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Module 3 Quiz

5 questions — test your understanding of understanding returns

1. What is the difference between absolute return and CAGR?

They are the same thing CAGR accounts for time period; absolute return does not Absolute return is always higher CAGR only works for equity funds

2. Why can't you use CAGR to measure SIP returns?

CAGR is too complicated SIP returns are always negative CAGR only handles one investment and one exit; SIPs have multiple cash flows You can use CAGR for SIPs

3. What do rolling returns show that point-to-point returns don't?

Tax implications Consistency across all possible investment periods The fund manager's salary Daily NAV changes

4. What does "alpha" mean in mutual fund context?

The fund's total return Excess return above the benchmark The expense ratio The fund manager's experience

5. Over 5+ year periods, what percentage of active fund managers beat their benchmark?

90% 65% 50% 15-20%

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.

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