Localfund.com - All about Fund and Investment
*Home>>>Mutual Fund

How to analyse of mutual fund ?about their risk , returns etc?


How to analyse of mutual fund ?about their risk , returns etc?

If you are asking particularly about Indian mutual funds, go to this site. They have some very good information.

http://www.valueresearchonline.com/funds...

Look at for example HDFC equity

http://www.valueresearchonline.com/funds...

Notice the trailing returns and how they compare to the category average. For this fund they are better. That is a good sign.

Next notice their top holdings. For this particular fund, the top 5 account for better than 25% of the portfolio. That is not too good from a risk standpoint. The diversity is questionable. Notice that it is rated 5 stars. That is the highest rating for returns and indeed this fund has a very high historical return.

Next go to Investment details to see how you invest in the fund and what the minimum investment is.

http://www.valueresearchonline.com/funds...

Next read the analyst review.

http://www.valueresearchonline.com/funds...

Use morningstar it's the industry standard. Even on yahoo finance if you click the risk tab it will tell you the rating and the risk.

Tags
  Online Investment   Online Business   Offshore Investment   Mutual Fund   Money Market Funds   Money Investment   Managed Fund   Make Money
Related information
  • Can I purchase a mutual fund or IRA for my neice as a graduation present and if so how?

    She can have an IRA only to the extent that she had income. I suggest you call any of the major fund families...Fidelity, T Rowe Price, Vanguard, etc.

    ...
  • I want to become mutual fund agent in chennai.. what to do ?

    Who is stopping you ?! Point is how to get clients !!!

    ...
  • I'd like to buy a Franklin mutual fund without paying the 3.5% load. Where can I buy this fund for a flat fee.

    Franklin Templeton offers closed end funds. You might actually be able to buy some of these at a discount. Here are a few. EMF currently at about an 11% discount FT currently at about a 7% d...

  • Why does morning star rating on a mutual fund show 3 stars while the fund made 22% returns in the last year?

    because to get the 22% they took on too much risk, or the fees were exorbitant, or the manager is changing, or ..

    ...
  • Need unit price of the following scotia mutual funds as at july 30/06 a)canadian balanced fund b) Dividend?

    Balanced Fund: $21.7251 Dividend Fund: $28.0726

    ...
  • I want to put money into a mutual fund, more for growth, what is a good fund to go with?

    Use an index fund that buys the total or the top 500 of the market.

    ...
  • Can I turn my mutual fund account into an IRA?

    Not unless you have earned income for the year, enough to allow you to contribute that much to an IRA. If you do, then the IRS doesn't care where you got the money - you can take it from your...

  • Latest NAV of ELSS mutual fund?

    it is ever changing - information (latest) are available in web site they do publish with their advertisement

    ...
  •  

    Categories--Copyright/IP Policy--Contact Webmaster