#MUTUAL FUND TURNOVER RATE PROFESSIONAL#
While there’s always a time and place to seek professional guidance, anyone seeking to make investing a part of their lives needs toīegin learning somewhere. You don’t have to be a market whiz to stay on top of how your mutual funds are doing. To feel truly confident about your investment. While any investor may be able to understand the basic facts from a Track your MF Investments using Fund Fact Sheet., an advisor can help you dig into a SID in order This is where an advisor can come in handy. Anyone deciding to invest in a mutual fund scheme should read its SID before investing. There is also a mutual fund Scheme Information Document (SID), which contains more detailed information about the fact sheet. So what if you’ve read the fact sheet and feel confident in your decision to purchase? Don’t jump the gun just yet. Much of that simplicity comes from easily understood language and carefully-constructed formatting. That was often a tall order before fact sheets became the norm, but these days it’s easy for even the most ignorant investor If you’re choosing an investment, you should take the time to read about it carefully. It is broken down into simple to understand verbiage and charts that can often be reviewed at a glance. The fact sheet concisely explains the pros and cons The fact sheets are made to be read by the average investor, so you don’t need a wealth of investment or financial knowledge to understand what you’re looking at. You can also call and request a copy to be mailed to you.
You can find the fact sheet on the mutual fund’s website. This is crucial to know before you buy a fund, as it gives a snapshot of the fund’s history Returns: The fact sheet will show the fund’s results over the past one year/three year/ five years/since inception etc. Depending on your age and other holdings, a fund may be too risky or too income-focused for you. Risk assessment: The fact sheet will show how risky a fund is. Good returns can be easily obliterated by high TER. Total Expense Ratio (TER): Before you invest in a fund, you need to analyze what TER it comes with. The size and investment details of the scheme.The performance of the scheme vis-à-vis the Benchmark - as depicted by (some of the terms that you came across earlier) CAGR, Beta, Standard Deviation & Sharpe ratio.The portfolio depicts how the money that you invested in a scheme has been deployed in various securities.Reflect Returns for both liquid and non-liquid funds.Tracking Error (in case of passive Index fund/EF).Allocation – Asset as well as rating-class for debt.Name of the Fund Manager and his experience.Who have already invested, to keep track of their fund’s performance.Ī fact sheet typically provides the following information: Key Information about the Scheme: For potential investors, this is a necessary and easy document to read before investing. It's a great starting point when one is evaluating a mutual fund scheme before investment. It is like a report card that indicates the health of the scheme. is a basic one-page document that gives an overview of a mutual fund scheme with special emphasis on disclosure of scheme performance and portfolio and is publishedĮvery month by each mutual fund. So, what is a Track your MF Investments using Fund Fact Sheet.?Ī Track your MF Investments using Fund Fact Sheet.Little nuggets of knowledge are a perfect starting point for the uninformed investor. Through simple formatting and a focus on easily-digestible data, these helps the investors to be aware and be up to date on the key facts of their fund. After all, everything from your car to your body needs to undergo periodic health check-ups.Ī Track your MF Investments using Fund Fact Sheet. To put in additional money) Not that you need to fret over the scheme performance on a daily basis in cases of investment horizons of more than a year, but keeping a check and being aware of the progress of your investment
Knowing the performance your investment is important to decide whether to stay invested (and even Once you have invested, you need to keep track of the actual performance. Investing in Mutual Funds is just the first step. and that doesn’t necessarily involve poring over massive and mind-boggling spread-sheets. While advisors are useful and often irreplaceable partners in your financial journey, it is preferable that investors have at least a modicum of knowledge about their own investments Trust their funds to a financial advisor. It’s easy to get lost (and confused) with information overload about mutual funds that is freely available in the Internet, especially for new investors who simply may not know where to start.
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