Learn about the benefits or disadvantages of your money being invested in a mutual fund scheme.
Updated: November 17, 2018, 4:50 AM IST
Find out SIP profits
(1) Most of the information related to the portfolio of your scheme is in the fund factsheet. Every mutual fund company issues this information every month. You can see this on the fund house's website. It contains complete information about every scheme and portfolio. You will also get this information about which companies have invested in the shares of your scheme.
Read also – Big news for people who invest in mutual funds! Preparing to change this scheme(2) From the factsheet, you will also find information about how your investment has been compared to your benchmark. Apart from this, you will also know about the scheme's annual returns, standard deviation, beta and sharp ratios.
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Performance of your scheme against the other scheme(1) Wealth managers recommend that the performance of the mutual fund scheme should not be separated. To know how your scheme is performing, you should compare it with the other scheme of this category. For example, you can compare a large-cap fund with a Nifty or a second large-cap scheme. There are many such websites that provide information about the performance of the scheme. You can check the performance of your scheme on quarter, half yearly and yearly basis.
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