Table of Contents
- 1 How do I choose a fund house?
- 2 How can I compare two funds?
- 3 How do you check fund overlap?
- 4 When there are two mutual funds How will you compare and take investment decisions?
- 5 How to compare house prices in your area?
- 6 How to find portfolio details of a mutual fund scheme?
- 7 How do I find the best mutual funds to invest in?
How do I choose a fund house?
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.
How can I compare two funds?
What are the quick pointers for Fund comparison?
- Compare three-year returns of one fund with three-year returns of another fund.
- Compare fund returns of large-cap funds with the given broad-based index like BSE Large-cap and not with BSE Mid-cap index.
- Compare the growth plan of one fund with a growth plan for another.
Which fund house is best?
Top Fund Houses
| Fund House | Total Schemes | Scheme Options |
|---|---|---|
| HDFC Mutual Fund | 112 | 635 |
| ICICI Prudential Mutual Fund | 205 | 1022 |
| SBI Mutual Fund | 110 | 500 |
| Aditya Birla Sun Life Mutual Fund | 137 | 711 |
How do you check fund overlap?
To access this feature, you may go on the ‘Mutual Fund Details’ page, scroll down to find the portfolio overlap card below the fund manager details. Here, as an invested user, you get to know the percentage of portfolio overlaps between the fund and your portfolio.
When there are two mutual funds How will you compare and take investment decisions?
One of the most common ways of comparing mutual funds is by comparing the Net Asset Value of two funds. Usually, the NAV at the beginning and NAV at the end of period of time is taken into consideration by investors.
How do I choose funds to invest in?
How to choose investment funds
- Look at best buy tables to filter the funds you might want to buy.
- Review past performance (NOTE: this doesn’t guarantee future success)
- Understand the investment strategy.
- Check independent ratings.
- Don’t buy too many funds that have similar objectives.
How to compare house prices in your area?
Use these pro tips from top real estate agents to compare house prices in your area: 1. Compare “apples to apples” across the board: location, beds, baths, and more. The biggest challenge you’ll face as you compare house prices?
How to find portfolio details of a mutual fund scheme?
You can find the portfolio details of a mutual fund scheme on respective Fund House website (or) on online portals like moneycontrol.com or valueresearchonline.com. For example – If you want to find out the portfolio of stocks owned by HDFC Top 200, follow the below steps; Visit moneycontrol.com website.
What should I look for when comparing properties?
Here are the other key factors to consider when selecting properties for comparison purposes: Number of bedrooms (an exact match is best, but you shouldn’t go up or down more than one bedroom) Updates (modern upgrades like kitchen, central air, recess lighting, etc. that don’t affect function but add value)
How do I find the best mutual funds to invest in?
The simple way to do this is to use one of the best mutual fund research sites and do your search based upon 5-year returns, then look at the other returns once you’ve found some with good potential.