What is a fact sheet?
So far in the series, we've talked about why you should invest, some basic personal finance math and why mutual funds are a good avenue to invest. When you want to invest in mutual funds, you'll have to do some research on the fund. One of the key documents when doing mutual fund diligence is the mutual fund fact sheet. The fact sheet of a scheme gives you important details like the objective of a scheme, portfolio of the scheme, key ratios, historical performance and expense ratios.
In this video, Karthik explains what a fact sheet is. Learn more about what a fact sheet is here: zerodha.com/varsity/chapter/t...
Пікірлер: 19
Your definitely a good teacher.. Thanks for the investment series
There is a video missing explaining the net assets value of mutual funds.
@AnushaPanchadi
5 ай бұрын
kzread.info/dash/bejne/h3hm1ZWLgtm9Y6Q.html
@tanushadithiya7136
Ай бұрын
This is for newbies why TF u here ?
Sir, I have no words to express my appreciation for your jargon free and easy to understand language. Even a 63 years old birdbrain like me could understand the essence of your video. You are doing a marvelous job of spreading financial awareness of MF industry. I am grateful.
@varsitybyzerodha
11 ай бұрын
Thanks, Shriidhar 🙌
Brilliant!
Nice
How do we analyze Fund manager background
Not discussed about NAV in the previous video
NAV not discussed
Is it risky to invest in funds that have small corpus?
This is to inform that the Base Total Expense Ratio (Base TER) charged under Regulation 52(6) of SEBI (Mutual Funds) Regulations, 1996 for Parag Parikh Flexi Cap Fund - Regular Plan will be changed w.e.f April 01, 2023. I get it from every fund house every now and then, is it change in expense ratio ,if yes can they change whenever they want it, why don't it it be remained as same as of the purchase date, returns growing with TER growth ,is like totally eating up the gains (PS: I invested on fund saying direct growth ,is it direct plan ?)
@varsitybyzerodha
Жыл бұрын
Hi Sushmitha, we understand. However, the regulations allow for this.
Where we will get fact sheet of mutual fund please 🥺🥺🥺🥺 please tell give a link to see a fact sheet please reply and give a website link please share a link of asset management company link please share link please give reply please
@varsitybyzerodha
Жыл бұрын
Hi Raghav, you can find this on the asset management company's website.
Can you please explain more about SIP.
@varsitybyzerodha
Жыл бұрын
Hi, we've explained SIPs here: support.zerodha.com/category/mutual-funds/understanding-mutual-funds/about-mutual-funds/articles/what-is-an-sip
Nice