What is up-market capture ratio of a mutual fund investment and what does it mean?
Let us understand what does the up-market capture ratio of an investment mean.1. The up-market capture ratio measures how well an investment performs, compared to its benchmark index, during the periods that the market is rising.
2. It is calculated by dividing the investment’s return by the benchmark’s return during up-market periods, and multiplying it by 100.
3. A ratio greater than 100 indicates that the investment outperformed the benchmark during the up-market period.
4. Along with downmarket capture ratio, it helps to assess an investment manager’s performance in both rising and falling markets.
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5. It evaluates the potential of actively managed mutual funds and other investments.
Content courtesy Centre for Investment Education and Learning (CIEL).
Contributions by Girija Gadre, Arti Bhargava and Labdhi Mehta.
(Disclaimer: The opinions expressed in this column are that of the writer. The facts and opinions expressed here do not reflect the views of www.economictimes.com.)
This story originally appeared on: India Times - Author:Faqs of Insurances
