Now that we have your attention... we have listed five effective tools to enhance your Mutual Funds Investments!
✔️Credit Rating
• Helps you to make better decisions
• Indicates a good history of paybacks
• This rating is for debt schemes only
✔️Sharpe Ratio
• Tracks overall risk-return changes
• Points out the reason of excess returns
• Sheds light on a fund's performance
✔️ Expense Ratio
• Cost incurred to operate a portfolio
• Calculated annually using a formula
• Lower expense ratio is better
✔️Portfolio Concentration Ratio
• It’s a ratio that a detailed view
• Lowdown on how money is diversified
• Percentage of top 5 stocks or sectors
✔️ Exit Load
• MF charges a penalty if you leave early
• Normally ranges between 0% and 1%
• Charged based on the load structure
P.S: Formula used to calculate Expense Ratio = Total expenses charged by the fund/average assets under management of the fund
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Posted On: 10 Jan 2023 11:14 AM
