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    What is Momentum Investing – A Simple Explanation

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    The Basics of Passive Investing — Understanding Index Funds

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    How to Invest in Index Funds

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    Nifty 50 Index Vs Nifty 500 Index – A Beginner’s Guide

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    Mutual Fund AUM: Unveiling the Backbone of Investment

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    Mutual Fund Taxation – Are Mutual Funds Taxable?

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      What is Real Investing and why it requires grit and stubbornness?

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      Understanding the types of Mutual Funds

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      Ep. 13: Wisdom Tree (Part 2)

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      Ep. 12: Wisdom Tree (Part 1)

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      Ep. 07: Wealth Creation Studies

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      Ep. 06: Evolution of Indian Infrastructure & Capital Goods Sector

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      Ep. 05: Evolution of Indian Automobile Sector

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      5 Key reasons why ELSS could be preferred over other tax-saving options

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      Riding market trends with Momentum Investing

      Riding market trends with Momentum Investing

      What is Momentum Investing – A Simple Explanation

      What is Momentum Investing – A Simple Explanation

      The Basics of Passive Investing — Understanding Index Funds

      The Basics of Passive Investing — Understanding Index Funds

      How to Invest in Index Funds

      How to Invest in Index Funds

      Large-cap Stocks, Small-cap Stocks, Mid-cap Stocks — What is the difference?

      Large-cap Stocks, Small-cap Stocks, Mid-cap Stocks — What is the difference?

      Nifty 50 Index Vs Nifty 500 Index – A Beginner’s Guide

      Nifty 50 Index Vs Nifty 500 Index – A Beginner’s Guide

      Mutual Fund AUM: Unveiling the Backbone of Investment

      Mutual Fund AUM: Unveiling the Backbone of Investment

      Mutual Fund Taxation – Are Mutual Funds Taxable?

      Mutual Fund Taxation – Are Mutual Funds Taxable?

      Secure Your Retirement Years with Mutual Funds

      Secure Your Retirement Years with Mutual Funds

      Trending Tags

      • Videos
        Understanding the different Mutual Fund categorizations by Market Cap

        Understanding the different Mutual Fund categorizations by Market Cap

        Investing in Lumpsum or SIP

        Investing in Lumpsum or SIP

        Performance be a by-product

        Performance be a by-product

        What is Real Investing and why it requires grit and stubbornness?

        What is Real Investing and why it requires grit and stubbornness?

        5 Reason to Boost your SIP

        5 Reason to Boost your SIP

        Understanding the types of Mutual Funds

        Understanding the types of Mutual Funds

        Why SWP is wise decision than investing in Fixed Deposits?

        Why SWP is wise decision than investing in Fixed Deposits?

        Why you should diversify your portfolio?

        Why you should diversify your portfolio?

        What is NAV

        What is NAV

        Trending Tags

        • Mutual Fund Basics
        • Financial Goals
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        Ep. 13: Wisdom Tree (Part 2)

        Ep. 13: Wisdom Tree (Part 2)

        Ep. 12: Wisdom Tree (Part 1)

        Ep. 12: Wisdom Tree (Part 1)

        Ep. 11: The Investor’s Playbook

        Ep. 11: The Investor’s Playbook

        Ep. 10: Evolution of Indian FMCG Sector

        Ep. 10: Evolution of Indian FMCG Sector

        Ep. 09: Evolution of Indian Pharmaceutical Sector

        Ep. 09: Evolution of Indian Pharmaceutical Sector

        Ep. 08: Value Migration

        Ep. 08: Value Migration

        Ep. 07: Wealth Creation Studies

        Ep. 07: Wealth Creation Studies

        Ep. 06: Evolution of Indian Infrastructure & Capital Goods Sector

        Ep. 06: Evolution of Indian Infrastructure & Capital Goods Sector

        Ep. 05: Evolution of Indian Automobile Sector

        Ep. 05: Evolution of Indian Automobile Sector

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        5 Key points to keep in mind for budding investors

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        5 Key New Year resolutions for investors

        5 Key New Year resolutions for investors

        5 Key situations and errors to be avoided by investors

        5 Key situations and errors to be avoided by investors

        5 Key investing lessons from the Mahabharata

        5 Key investing lessons from the Mahabharata

        5 Key investment lessons we could learn from Holi

        5 Key investment lessons we could learn from Holi

        5 Key reasons why ELSS could be preferred over other tax-saving options

        5 Key reasons why ELSS could be preferred over other tax-saving options

        5 Key benefits of investing via Mutual Funds over direct-equity investing

        5 Key benefits of investing via Mutual Funds over direct-equity investing

        5 Key mistakes investors should avoid while investing in ELSS

        5 Key mistakes investors should avoid while investing in ELSS

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      Home 5 Keys of Investing

      5 key things you should check before investing in any Mutual Fund schemes
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      September 21, 2021
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      5 key things you should check before investing in any Mutual Fund schemes
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      Just the way you perform an extensive research on different features before buying a laptop such as RAM, Processor, Operating System etc., you should also do the same research before you invest in any Mutual Fund scheme. Let us help you with some parameters which will help you choosing a fund.

      Past Performance

      It’s very important to know how the fund has performed in the past across various market cycles. Every fund has been benchmarked to an index to evaluate their performance according to the portfolio construct. The Fund Manager’s job is to outperform the benchmark consistently in the long run. The fund might have delivered 15% CAGR but failed to outperform its benchmark, which means that the fund manager is not at the best of his/her abilities. Understand the past performance, even though that is not an accurate parameter to learn the future performance.

      Investment Philosophy

      Although the performance of the fund determines the quality of the portfolio, the investment philosophy determines the consistency in the performance. For e.g. if a fund has an investment philosophy of “Buy & Hold” which means the Fund Manager will not churn the portfolio frequently, instead he/she will research the market extensively before he/she buys so that he/she can hold the funds for years to reap the full growth potential returns. This philosophy may suit the investors who believe in wealth creation in the long run.

      Portfolio Holdings

      Class of the diversification in the portfolio comprises of the holdings of various stocks. A perfect mix of different sectors and limiting it to the beneficial ones determines a good quality portfolio. This may help you understand the quality of the funds. Investing then is a wiser decision with a good holding pattern and diversification across the sectors.

      Exit Load

      This load is charged on the redemption amount, it varies from 1–3% depending upon the fund. Since the exit load is deducted on the redemption value, the higher the value, the higher will be the exit load. Hence you should be very careful about the exit load being charged on the fund. However, here are funds available without any exit load too.

      Product Labeling

      As SEBI guidelines has made it mandatory, every scheme has been labeled according to the level of risk involved through pictorial representation called Riskometer. The level of risk has been categorized  as Low, Moderately low, Moderate, Moderately high and high. Hence it is essential to evaluate your risk tolerance before you choose a scheme.

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