Investing in the Top Performing Mutual Funds - PowerPoint PPT Presentation

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Investing in the Top Performing Mutual Funds

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Mutual fund investment is an investment pooling entity that is professionally managed by asset management companies. The company ropes in together a group of investors and invests their money in stocks, bonds, and other avenues. – PowerPoint PPT presentation

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Title: Investing in the Top Performing Mutual Funds


1
Investing in the Top Performing Mutual Funds
  • The main advantage of investing in Mutual Fund
    Companies is that the investor gets to access to
    professional fund management and diversified
    portfolios at a relatively small amount of
    investment.

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutualfundwala
2
  • Selection of the Best Performing Mutual Fund is
    guided by 3 vital pointers i.e. life goals, risk
    profile and investment horizon. The investor has
    to consider the following aspects before
    selecting the best fund

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutualfundwala
3
1. Investment Objective
  • Any investment is to be made after taking into
    account ones personal life vision and mission.
    Once the investor analyzes the needs, they should
    match it with the objectives of the fund. Every
    mutual fund has investment objective which may or
    may not match the goal of the investor.

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutualfundwala
4
2. History of the Mutual Fund
  • The investor can begin the short listing process
    of funds by looking and analyzing the fund
    history. A mutual fund, to be considered for
    investing should have a long track record for
    being considered for investment. This shows the
    strength of the fund during tough times.

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutualfundwala
5
3. Financial Ratios
  • Risk and return are two sides of the same coin
    and they often go hand in hand. Returns are the
    increase in the value of initial investment as a
    result of investing in a security like stock or
    bond and risk is the uncertainty relating to the
    actual returns not in tune with the expectations.

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutualfundwala
6
4. Expense Ratio
  • Expense ratio is the vital tool that needs to be
    studied and analyzed while selecting the best
    mutual fund scheme. It is an annual fee expressed
    in percentage that the fund house charges for
    managing the money. The extent of expense ratio
    charged affects the returns of the funds.

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutualfundwala
7
5. Performance of the Fund Manager
  • Fund manager plays a vital role in performance of
    the fund. Even though the entire investment is
    process oriented, still the fund manager is the
    one who has to take the responsibility and keep
    the show going hassle free. It is vital to know
    the track record of the fund manager, his/her
    experience and expertise.

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutualfundwala
8
6. Diversification of Portfolio
  • By the nature, mutual funds are supposed to
    provide diversification across varied classes,
    stocks, sectors and even geographies. A
    diversified portfolio has lower risk as compared
    to portfolio based on particular stock, class or
    sector.

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutualfundwala
9
7. Fund Houses Pedigree
  • Before cornering the best mutual fund, the
    investor must choose the fund houses on which one
    has enough faith to invest money. Just corner the
    fund houses that have robust presence in the
    financial world and provide funds that have good
    long and consistent track record.

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutualfundwala
10
8. Performance Ranking
  • Study the performance of the fund for say one,
    three or five year periods. If the fund has fared
    well across all time frames, then it is the best
    one to go for. A better way to gauge the
    performance is to look at yearly returns and go
    for the funds that consistently feature in the
    top quartile of performance each year.

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutualfundwala
11
Contact
  • Address 701, Somdutt Chambers-, 9
    Bhikaji Cama Place, New Delhi - 110066,
    India
  • Phone 91-989123-7575
  • Email info_at_mutualfundwala.com
  • Site https//www.playbuzz.com/item/1c940d49-a161
    -4f07-8093-affa1b8c6b7e

Contact 91-989123-7575 Email
info_at_mutualfundwala.com
Mutualfundwala
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