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How to track the performance of any mutual funds bfore investing...?????


hi alll,

everyhwer i've found that before investing in any mutual fund please track the performance record of mutual fund..but it is nowhere mentioned that How to track themm..on what basis we can track the..????
what criterion shud we look....

yaar again everyone is saying same thing....track the performance of fund in th past....

its true that there are so many websites that shows performance reporst but .....
...can anybody tell me how to analyse the report..???

like "nav" shud go high or low...??
like how to measure returns..???

What you are being referred to is called a prospectus. They can be obtained by calling the company that manages the fund you are interested in and requesting one. A prospectus is a legal document that institutions and businesses use to describe the securities they are offering for participants and buyers. A prospectus commonly provides investors with material information about mutual funds, stocks, bonds and other investments, such as a description of the company's business, financial statements, biographies of officers and directors, detailed information about their compensation, any litigation that is taking place, a list of material properties and any other material information.

You can team this up with information found online through services like quote.com, or, if you have an online trading account with a service such as e-trade, information should be available to you there as well.

If you are unfamiliar with investing, note that past performance is not a guarantee of future results. It can be a good indicator though. I would suggest learning a bit about the fundamentals of investing before jumping in. Read a few good books on the basics and then start small until you get the hang of it. Also, be patient. Take a relaxed approach to investing. Most people are not cut out to be day traders. Make your investment system automated and then step back and let it do it's job. Mutual fund investing should be boring. So boring in fact that you don't want to be involved in the process on a daily basis, rather reap the rewards over time.

www.morningstar.com

Go to CNN-Money.com or even Yahoo finance section. You should find a section to see performance of stocks, etc. for the past 5-10 years.

Visit your library and look for Money magazine and also read Wallstreet weekend edition....

now a days there are government organisation for this work u can consult them

don't worry yaar
just log on http://valueresearchonline.com/
and explore this site and gain knowledge
all the services in this site is free
i have earned so much in terms of knowledge and money becoz of this site (don't tell to my friends)

There are many ways to track the performance : below are the most easy and practical tools :

1. Internet sites : go to following sites and on different sites various options are given e.g. comparing one scheme with another scheme of similar category or comparing the scheme performance with benchmark index etc

2. Financial newspapers like Business Line, Business Standard, Economic Times etc ; You get the daily prices and in Saturday edition more data is given for individual schemes in above newspapers.

3. Fact Sheets of Mutual Fund Houses : If you happen to know location of Mutual Fund Offices in your city and you can ask them for their fact sheet , this contains performance of all their schemes and this is published monthly.

In case you have any specific query or some particular scheme which you are not able to locate by above methods, you can write to me at my following email : I am Investment Consultant based at Nashik ;

premalok@rediffmail.com

you can track it in valueresearchonline.com.you can track it in monthly yearly sectorwise & you can compare with other funds.enjoy

Go to the site www.moneycontrol.com where all informations on more than 240 mutual funds in India are available free 7 X24. As a word of caution, past performance is only indicative and is not a guarantee to achieve similar results in future too.

Now a days, most of the companies prepare their prospects, comparing their own performance with that of the other competitors in the markets. Collect 4/5 such papers, compare and cross compare. If possible, invest the desired amt. in 2-3 parts and invest wisely. This will spread your risk and liquidity will also be maintained. Sale it confidently, in the Bull run. Do not make haste to sell when the market is down.

You will find most of the information here:
http://www.moneycontrol.com/mutualfundin...

Note that repeated academic studies in many countries, have consistently shown that past performance is not a guide to future performance.
It seemed against common sense and I could not quite believe it until I proved it to my self after many hours of work.

For one thing, the average length of service of fund managers in the same fund is less than 3 years. Investment themes are successful for a few years and then replaced by others.

What I think is true is that some managers do have exceptional skills, for example Andrew Bolton of Fidelity, over more than 20years. The problem is there are very few of them and it is impossible to identify them in advance.

Over the long term index trackers outperform 80% of managed funds.

in application form

check buy sell signal

details on MF on my blog

Call the 800 number from the Company that is holding that fund and ask for the Fund's most recent "PROSPECTUS" that is a financial document which has certain criteria which must be shown . Such as performance at 1 year, 5 years, 10 years -these numbers must be shown. they also so the expenses or other fees for those funds. All your questions should be answered there and you can make a better judgment. Never buy a fund without examining its Prospectus.
the prospectus trumps any sales men bull.

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