Ch.10 · Risk Measures and Ratios · medium

What is the 'economic cycle' and how does it affect different mutual fund categories?

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EXPLANATION

The economic cycle (expansion → peak → contraction → trough → recovery) affects fund performance: (1) Expansion: cyclical sectors (auto, real estate) and small/mid caps outperform; (2) Peak: defensives (FMCG, pharma) and quality stocks hold value; (3) Contraction: debt funds, gold, and defensive equities outperform; (4) Trough: value stocks and cyclicals become attractive for the next cycle.

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