The performance of the scheme vis-à-vis the Benchmark - as depicted by (some of the terms that you came across earlier) CAGR, Beta, Standard Deviation & Sharpe ratio.The portfolio depicts how the money that you invested in a scheme has been deployed in various securities.Reflect Returns for both liquid and non-liquid funds.Tracking Error (in case of passive Index fund/EF).Allocation – Asset as well as rating-class for debt.Name of the Fund Manager and his experience.Who have already invested, to keep track of their fund’s performance.Ī fact sheet typically provides the following information: Key Information about the Scheme: For potential investors, this is a necessary and easy document to read before investing. It's a great starting point when one is evaluating a mutual fund scheme before investment. It is like a report card that indicates the health of the scheme. is a basic one-page document that gives an overview of a mutual fund scheme with special emphasis on disclosure of scheme performance and portfolio and is publishedĮvery month by each mutual fund.

So, what is a Track your MF Investments using Fund Fact Sheet.?Ī Track your MF Investments using Fund Fact Sheet.Little nuggets of knowledge are a perfect starting point for the uninformed investor. Through simple formatting and a focus on easily-digestible data, these helps the investors to be aware and be up to date on the key facts of their fund. After all, everything from your car to your body needs to undergo periodic health check-ups.Ī Track your MF Investments using Fund Fact Sheet. To put in additional money) Not that you need to fret over the scheme performance on a daily basis in cases of investment horizons of more than a year, but keeping a check and being aware of the progress of your investment Knowing the performance your investment is important to decide whether to stay invested (and even Once you have invested, you need to keep track of the actual performance. Investing in Mutual Funds is just the first step. and that doesn’t necessarily involve poring over massive and mind-boggling spread-sheets. While advisors are useful and often irreplaceable partners in your financial journey, it is preferable that investors have at least a modicum of knowledge about their own investments Trust their funds to a financial advisor. It’s easy to get lost (and confused) with information overload about mutual funds that is freely available in the Internet, especially for new investors who simply may not know where to start.

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