mutualfundsindia
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Sharpe Ratio tells you how efficiently a fund generates return per unit of risk.
I analysed 1 Year, 3 Year and 5 Year Sharpe Ratios across major Active Mutual Fund categories.
What stands out?
• Strong 5Y consistency in select AMCs
• Negative 1Y Sharpe in some funds despite long-term strength
• Wide cross-category dispersion in risk-adjusted outcomes
Risk matters. Consistency matters more.
Data as of 15 February 2026.
Disclaimer: This analysis is for educational purposes only. Past performance does not assure future results. Mutual fund investments are subject to market risks.
#MutualFundsIndia #SharpeRatio #RiskAdjusted #PortfolioBuilding #LongTermInvesting
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I analysed 1 Year, 3 Year and 5 Year Sharpe Ratios across major Active Mutual Fund categories.
What stands out?
• Strong 5Y consistency in select AMCs
• Negative 1Y Sharpe in some funds despite long-term strength
• Wide cross-category dispersion in risk-adjusted outcomes
Risk matters. Consistency matters more.
Data as of 15 February 2026.
Disclaimer: This analysis is for educational purposes only. Past performance does not assure future results. Mutual fund investments are subject to market risks.
#MutualFundsIndia #SharpeRatio #RiskAdjusted #PortfolioBuilding #LongTermInvesting
FOLLOW LIKE SHARE
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