27 June 2022 21:14

How to research an obscure Mutual Fund and how “legit” it is?

What is the best way to identify a good fund?

Here are seven tips to help you select the best mutual funds for your needs.

  1. Consider your investing goals and risk tolerance. …
  2. Know the fund’s management style: Is it active or passive? …
  3. Understand the differences between fund types. …
  4. Look out for high fees. …
  5. Do your research and evaluate past performance.

Which site is best for mutual fund information?

Top Mutual Fund Investment Websites in India

Rank Mutul Fund Sites
1 Economic Times
2 Value Research Online
3 Moneycontrol
4 Invest Guru

How do you know if a mutual fund is undervalued?

These are some of the most popular indicators that people use to screen for value investments.

  1. Low price-to-earnings ratio. …
  2. Low price-to-book ratio. …
  3. High dividend yield. …
  4. Increasing earnings per share (EPS) …
  5. Free cash flow. …
  6. High Price to Earnings (PE) ratio. …
  7. High debt/liabilities. …
  8. Decreasing earnings.

Has anyone ever lost money in mutual funds?

If you are wondering can mutual funds lose money, then the answer is yes as some mutual fund categories are more volatile. This means, while they might offer great returns, they can also offer higher risk.
Oct 14, 2021

How do you research mutual funds?

Best Resources for Researching and Analyzing Mutual Funds

  1. Morningstar may be the most well-known mutual fund research firm by individual investors. …
  2. Mutual Fund Observer is a site that provides periodic commentary on all things mutual funds in the form of a newsletter to which investors can subscribe.

How do you judge mutual funds?

How to Evaluate Mutual Fund Performance

  1. Define the Investment Goals. What is the purpose of my investment? …
  2. Shortlist a few peer Funds to compare. …
  3. Check the historical Performance Data. …
  4. Fee Structure of the Fund. …
  5. Risk-Adjusted Returns. …
  6. Performance against Index. …
  7. Alpha. …
  8. Expense Ratio.

How do I track all mutual funds in one place?

Best apps for tracking your investments in India

  1. myCams Mutual Fund App. myCAMS gives you a 360 view of your portfolio that is connected to your PAN. …
  2. KfinKart. This multi-feature app allows a one-touch login. …
  3. Money Control. …
  4. Zerodha’s Coin. …
  5. ET Money. …
  6. Groww.


Which app is best for mutual fund?

Best Apps To Invest In Mutual Funds

  1. Coin by Zerodha. Zerodha is a well-known investment platform and probably the simplest app that can easily let you invest in mutual funds. …
  2. Groww. Groww is another app that you can use for investment purposes. …
  3. Paytm Money Mutual Funds App. …
  4. Kuvera. …
  5. ETMoney.

Apr 28, 2022

What is the safest mutual fund?

Bond Mutual Funds



The three types of bond funds considered safest are government bond funds, municipal bond funds, and short-term corporate bond funds.

Can a mutual fund go to zero?

In theory, a mutual fund could lose its entire value if all the investments in its portfolio dropped to zero, but such an event is unlikely. However, mutual funds can lose value, as each is designed to assume certain risk levels or target certain markets.

What are 4 types of mutual funds?

What types of mutual funds are there? Most mutual funds fall into one of four main categories – money market funds, bond funds, stock funds, and target date funds. Each type has different features, risks, and rewards. Money market funds have relatively low risks.

Which mutual fund gives highest return?

Best Performing Equity Mutual Funds

Fund Name 3-year Return (%)* 5-year Return (%)*
Tata Digital India Fund Direct-Growth 27.74% 28.55%
ICICI Prudential Technology Direct Plan-Growth 31.07% 27.66%
Aditya Birla Sun Life Digital India Fund Direct-Growth 29.23% 26.89%
SBI Technology Opportunities Fund Direct-Growth 26.21% 25.35%

How do I use Morningstar to research mutual funds?


Quote: You can also select one of Morningstar's pre-built screens here. Once you've selected your screen criteria click on the play button to view the results.

What to check before investing in mutual funds?

6 Things to Know Before Investing in Mutual Funds

  • Different Mutual Fund Categories Have Different Risk Levels. …
  • Direct Plans Give Higher Returns. …
  • You won’t get the same returns every year. …
  • Consistency of returns is a hallmark of good funds. …
  • SIPs Help Create Investing Discipline.

How do I choose a profitable mutual fund?

Here is a guide to mutual fund investment, you may consider while selecting mutual funds for investments.

  1. Goals. This is the basic. …
  2. Risk. Risk comes from not knowing what you are getting into. …
  3. Fund Performance. Fund performance matters. …
  4. Expense Ratio. …
  5. Entry And Exit Load. …
  6. Taxes. …
  7. Direct Plans.

May 13, 2022