Ch.2 · Mutual Fund Structure Basics · easy

What is a 'benchmark' in the context of mutual fund performance?

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EXPLANATION

A benchmark is a market index (e.g., Nifty 50, BSE Sensex, Nifty 500) against which the performance of a mutual fund scheme is measured. SEBI requires AMCs to disclose the scheme's benchmark and compare performance against it. Outperforming the benchmark indicates positive fund manager alpha.

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