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Parameters to Select the Best Performing Mutual Funds

People often choose investments that guarantee safety in terms of capital protection as well as fixed returns. Safety for any investments is ascertained in terms of company or institution disappearing with your invested money and in terms of offering capital protection and guaranteed returns. Mutual funds are comparatively safest form of investment for you get the best value of money and are meant for earning higher, tax-efficient returns.

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Parameters to Select the Best Performing Mutual Funds

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  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. Contact : +91-989123-7575 Email: info@mutualfundwala.com Mutulfundwala

  2. Qualified advisors understand the purpose and nuances of the fund and figure out the best Mutual Funds Indiathat synchronizes with the interest of the investors. They avoid conflict of any interests and recognize any compensation they receive for recommending certain investments. Contact : +91-989123-7575 Email: info@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. Contact : +91-989123-7575 Email: info@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. Contact : +91-989123-7575 Email: info@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. Contact : +91-989123-7575 Email: info@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. Contact : +91-989123-7575 Email: info@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 fund’s 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. Contact : +91-989123-7575 Email: info@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@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@mutualfundwala.com Mutulfundwala

  10. Contact • Address: 701, Somdutt Chambers-||, 9 BhikajiCama Place, New Delhi - 110066, India • Phone: +91-989123-7575 • Email: info@mutualfundwala.com • Site: http://parameters-to-select-the-best-mutual-fund.mystrikingly.com/ Contact : +91-989123-7575 Email: info@mutualfundwala.com Mutulfundwala

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