The Monitoring Gap: Why Investors Scrutinise Mutual Funds But Ignore Their Stock Portfolios

Mutual Funds Are Easy To Judge

“Mutual funds come with a ready-made measurement ecosystem. NAVs are published every day, benchmarks are clearly defined, peer-category returns are widely available, and an investor can usually see one-year, two-year, three-year and five-year performance within minutes. Risk measures such as standard deviation, Sharpe ratio, tracking error and information ratio are also easily accessible,” says Ajay Kumar Yadav, CFP, Group CEO & CIO, Wise Finserv.