How to Choose Mutual Funds for Yourself?

Indian mutual fund market is offering 1000 plus equity and debt funds which are open ended in nature.
By: Imperial Finsol Pvt.Ltd.
NAGPUR, India - Aug. 12, 2020 - PRLog -- Investors who don't recognize the complexities of various fund style, tactic and risk management, seek nowadays online guidance to get the correct answer to influence their economic aims, one such way is looking at the rating which in my mind is not less than Rudali of fund management industry.


While outperformance from the standard is significant, some investors are also keeping a close eye on the pedigree of the fund house. "Imperial Finsol normally take a top-down tactic. To start with, IFPL look at the fund house pedigree. Whether the fund house is acting in investor interest or not?

Risk management is top Priority

Most mutual fund houses have a dedicated risk management team that operates independently of the fund management team. This team is responsible for putting in place a proper risk management framework and ensure the fund management team operates within these boundaries.

Safety First

Several investors are now trying to invest in mostly safe categories of funds like liquid, overnight and arbitrage. They are of the view that they might take risk with equity funds and use debt funds to protect capital. Retail investors looks for debt funds for margin of safety.

Who Runs Fast, Elephant or Horse?

Fund leaders frequently say that fund size is not a chief factor of presentation; however our finding is opposite to this thought. Especially when the scheme size becomes large, we avoid funds which are too large in size. For instance, in Multi cap we invest only in the funds which are anything in between 1000 to 3500 cr., in small and mid-cap, we avoid funds with AUM of more than 2000 crore.

When to say good bye to fund?

No fund can live up to its hopes forever. While short term deficit can be ignored, steady loss for a continued period is a clear red flag. If the fund is not undertaking thriving, it is advisable to monitor the performance for a year time and if doesn't recover.

Just before wrap up, picking the correct fund for your client is an art & science both. Investors must concentrate on both quantifiable and qualitative reasons while zeroing in on the ideal outlines for self.

Happy Investing!!!


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Imperial Finsol Pvt.Ltd.
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