Parameters to Select the Best Performing Mutual Funds

1
Parameters to Select the Best Performing Mutual
Funds

• However a layman will not be able to decide what
  mutual funds is good for him/her when taking into
  account needs. Professional Mutual Fund Advisor
  will render good advice for mutual fund
  investments.

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info_at_mutualfundwala.com
Mutulfundwala
2

• Qualified advisors understand the purpose and
  nuances of the fund and figure out the
  best Mutual Funds India that synchronizes with
  the interest of the investors. They avoid
  conflict of any interests and recognize any
  compensation they receive for recommending
  certain investments.

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info_at_mutualfundwala.com
Mutulfundwala
3

• However the Best Performing Mutual Fund do not
  mean best returns, but it certainly means the one
  which is best suited to your risk profile and
  goals and the one that is good in its peer group.
  The biggest mistake mutual fund investors make is
  to pick the funds on the basis of performance and
  that too the recent one.

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info_at_mutualfundwala.com
Mutulfundwala
4

• There are some investors who consider only star
  ratings given by various research agencies. These
  star agencies can be one of the factors to look
  at but there are many other parameters that one
  should take into account before finalizing a
  mutual fund portfolio.

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info_at_mutualfundwala.com
Mutulfundwala
5
Performance Ranking

• It is advisable to look at the ranking among the
  peers instead of recent or long term performances
  of any scheme. To find out ranking, one needs to
  check out the quartile ranking which will
  showcase the performance of the fund on quarter
  to quarter basis amongst its peer. In quartile
  ranking each quartile comprises of 25 percent of
  peer group schemes.

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info_at_mutualfundwala.com
Mutulfundwala
6
Ratio Analysis

• Risk and return ratios like standard deviation,
  Sharpe ratio etc. Measure those risks and also
  check the ALPHA of the fund before taking final
  decision. Alpha tells us what extra or less the
  fund manager has generated out of given portfolio
  as against the benchmark stated. In other words
  Alpha is the performance ranking of the fund
  manager.

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info_at_mutualfundwala.com
Mutulfundwala
7
Total Expense Ratio

•  Expense ratio is very vital parameter to be
  looked at while choosing any mutual fund scheme.
  All the fund management and distribution
  concerned expenses are borne by the scheme. In
  other words high expense ratio will affect the
  returns of the fund. Even though mutual funds
  total expense ratio has been capped by SEBI,
  still lower the better unless and until one gets
  extra ordinary returns by paying higher expenses
  for fund management.

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info_at_mutualfundwala.com
Mutulfundwala
8
Fund Manager Tenure and Experience

• Fund manager plays vital role in the performance
  of the fund. Even though it is a process oriented
  approach, fund manager is the ultimate decision
  maker and his experience and view point Matters a
  lot. One should know who is the fund manager of
  the scheme and What is his past track record?
  Also one should look at the performance of other
  funds which he managed by him.

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutulfundwala
9
Scheme Asset Size

• This parameter varies for debt and equity
  schemes. In equity the comfortable asset size
  should be hundreds of crores whereas in debt it
  should be in thousands of crores as the
  investment value per investor is higher in debt
  funds. 90 of the total assets under management
  of mutual fund industry are invested in debt
  funds and therefore it is vital that your
  selected scheme should have a considerable asset
  under management or AUM.

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutulfundwala
10
Contact

• Address 701, Somdutt Chambers-, 9
  Bhikaji Cama Place, New Delhi - 110066,
  India
• Phone [phone]
• Email info_at_mutualfundwala.com
• Site http//parameters-to-select-the-best-mutual
  -fund.mystrikingly.com/

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutulfundwala