TRI
A benchmark index that counts both price gains and dividends, used to judge mutual funds fairly.
TRI stands for Total Return Index. A plain price index only tracks share prices, but real investors also receive dividends. The TRI adds those dividends back in, so it reflects the full return a holder would earn. Since February 2018, Indian mutual funds are measured against the TRI, which raised the bar and made it harder for a fund to look like it beat the market.
Questions people ask
What is the full form of TRI?
TRI stands for total return index. Unlike a plain price index, it adds dividends back in, so it reflects the full return a real investor would earn.
Why are funds judged against the TRI?
Because investors receive dividends too. Since February 2018, Indian mutual funds are measured against the TRI, which made it harder to look like they beat the market.
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