How-to fund manager evaluation

How to evaluate a mutual fund manager's track record

From WebNotes, a public knowledge base. Last updated . Reading time ~3 min.

Fund manager evaluation is one of the highest-leverage decisions in fund selection. The manager + the process drive 70% of long-term alpha; the rest is luck and market.

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Step-by-step procedure

See the procedure infobox above for the seven steps.

See also

External references

References

  1. SEBI (Mutual Funds) Regulations, 1996.
  2. AMFI Best Practice Guidelines.
  3. SEBI Master Circular for Mutual Funds.

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WebNotes is independent. No relationship with any broker, registrar or bank named in this article.