Table of Contents
- 1 Why do mutual funds have different series?
- 2 How do mutual funds choose value research?
- 3 What is the expense ratio of a mutual fund?
- 4 What is the best way to research mutual funds?
- 5 What is value fund in mutual fund?
- 6 What is the average expense ratio of a mutual fund?
- 7 Why are mutual fund companies charging 5 basis points for Aum?
Why do mutual funds have different series?
Mutual funds are categorized into different “series” or “classes” which are designed to provide different benefits for investors and/or different compensation arrangements for the advisors who sell the fund.
Which website is best for mutual funds?
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 mutual funds choose value research?
How to choose a mutual fund
- Performance: Performance comparisons must be used only to compare the same type of fund.
- Risk: Almost all investing is risky, at least those investments that get you any meaningful returns.
- Portfolio: Unlike performance and risk, portfolio is one of the ‘internals’ of a fund.
Which mutual fund rating is best?
Methodology
| ELSS | Crisil Rank |
|---|---|
| Axis Long Term Equity – Direct (G) Scheme: Axis Long Term Equity – Direct (G) Performance Charts Investment Info Holdings Peer Comparison | Rank 1 |
| Axis Long Term Equity Fund (G) Scheme: Axis Long Term Equity Fund (G) Performance Charts Investment Info Holdings Peer Comparison | Rank 1 |
What is the expense ratio of a mutual fund?
An expense ratio reflects how much a mutual fund or an ETF (exchange-traded fund) pays for portfolio management, administration, marketing, and distribution, among other expenses. You’ll almost always see it expressed as a percentage of the fund’s average net assets (instead of a flat dollar amount).
What is the difference between Series A and Series D mutual funds?
A-series: Funds offered by full-service advisors but available to online brokerages as well. The fund’s MER includes a fee paid to the dealer for providing advice to the investor. D-series: Funds available to do-it-yourself investors through online brokerages.
What is the best way to research mutual funds?
Morningstar may be the most well-known mutual fund research firm by individual investors. There are useful research reports, portfolio trackers, and articles available on the site—some free of charge and others for a subscription fee. Morningstar also offers research on stocks, 529 plans, and hedge funds.
How do you research mutual funds?
How to Choose the Best Mutual Fund
- Identify Goals and Risk Tolerance.
- Style and Fund Type.
- Fees and Loads.
- Passive vs. Active Management.
- Evaluating Managers and Past Results.
- Size of the Fund.
- History Often Doesn’t Repeat.
- Selecting What Really Matters.
What is value fund in mutual fund?
A value fund is a pooled investment that follows a strategy focusing on shares that are undervalued based on fundamental analysis. Value stocks are frequently well-established companies that offer investors dividend payments. Warren Buffett, one of the world’s most successful investors, is a value investor.
Can an AMC charge the expense ratio instead of exit load?
However, AMCs are not allowed to charge the expense ratio instead of exit load for close-ended schemes. Index Fund: An Index Fund is a mutual fund which invests in a market index such as the Nifty 50 or the Sensex.
What is the average expense ratio of a mutual fund?
A. 0.5\% to 0.75\% Expense Ratio for an actively managed portfolio is considered to be a good one and beneficial for the investors. Expense Ratio of more than 1.5\% is considered to be very high from an investor’s point of view. ETFs usually have a lower expense ratio than pure mutual funds.
What is AMC in mutual funds?
A. An AMC is the regulating body of a mutual fund. It oversees all the administrative, managerial and operating functions of the mutual fund. The brand name of AMC is dependent on the performance of the mutual fund schemes under its banner.
Why are mutual fund companies charging 5 basis points for Aum?
This is done to widen the penetration of the mutual funds in tier 2 and tier 3 cities. Fund houses are also allowed to charge 5 basis points (0.05\%) of AUM over and above the maximum expense ratio limits instead of an exit fee, wherein exit load is levied or is applicable.