Skip to main content
7
Advanced Premium

Advanced Analysis

Information ratio, capture ratios, Monte Carlo simulation, credit risk, and factor-based selection.

Premium Content

This module includes interactive AI explanations and advanced metrics. Upgrade to unlock all 37 lessons.

1

Information Ratio & Tracking Error

How closely does the fund follow its benchmark?

2

Upside/Downside Capture Ratios

Does the fund amplify gains and protect in falls?

3

Monte Carlo Simulation

Using 1000 random scenarios to project future outcomes.

4

Credit Risk in Debt Funds

Understanding credit ratings and default risk.

5

Factor-Based Fund Selection

Value, momentum, quality, and low volatility factors.

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

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