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Mutual Funds

Browse structured reads designed to help Indian investors analyse topics more clearly before moving from reading into research.

Educational articles on mutual fund analysis, category fit, portfolio construction, and how Indian investors can compare funds with more context.When you want to go from reading to evaluating, continue your research workflow on sharpely.

Active, Passive and Smart Beta: Part 4 – Systematic Factors and Risk Premium

Active, Passive and Smart Beta: Part 4 – Systematic Factors and Risk Premium

Explore systematic factors such as size, value, momentum, and low-volatility on Active, Passive, and Smart Beta strategies. Analyze historical risk premiums of these factors in both the US and Indian markets and gain insights into their potential future risk premiums. Discover how these factors serve as the foundation of Smart Beta strategies and their significance in optimal factor allocation for investors.

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