Here’s How To Read Your MF Factsheet

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Here’s How  To Read Your  MF Factsheet
Here’s How To Read Your MF Factsheet
Neelanjit Das - 01 August 2022
One of the best ways to find out how well your mutual fund is performing is to look at its factsheet. However, that’s easier said than done. Navigating a mutual fund factsheet, which is full of data and charts, may not be that simple for everyone. Here’s how to read an MF factsheet and where you can find the relevant portions. What Is An MF Factsheet? The fact sheet contains vital information about the mutual fund schemes. It contains a plethora of information, such as the market outlook, scheme’s performance, comparison with benchmark, expenses, and portfolio composition. Where Will I Find It? Fact sheets for various schemes are readily available on the website of fund houses. Fund houses come up with updated factsheets every month. Where Is The Basic Fund Info? The fund information section in the factsheet consists of crisp information about the scheme’s objectives and investment philosophy. This helps in evaluating the scheme’s compatibility with one’s financial goals.  Who Is The Fund Manager? Finding about the fund manager, his...
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