Should I switch after one weak quarter?
One quarter alone is a weak basis for a decision. Review the fund’s role, strategy and longer-term behaviour against a relevant benchmark and peers, alongside your goals and costs.
Radiant guide
CommunityRADIANT COMMUNITY / MUTUAL FUNDS
Mutual funds questions
Funds, SIPs, and how many of them one household actually needs.
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Questions worth asking.
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Questions people asked us, shared only with their permission and never with their name, alongside guides Radiant wrote. General information, not personal advice.
Should I use CAGR to measure my SIP?
For your own dated SIP investments and the ending value, XIRR is the more appropriate measure. CAGR describes a single starting value and ending value without intervening cash flows.
Radiant guide