DSIJ Mindshare

Fund factsheets are easily accessible at AMC’s website and are published monthly. Investors are advised to check these factsheets monthly to track fund’s performance and to know their schemes better.

One of the risk associated with investment in mutual fund is portfolio concentration. To earn more returns, equity funds have the tendency of investing large part of their portfolio in a handful stocks and sectors to beat the benchmark. 

In the recent times, the small-cap and mid-cap index has been facing volatility which is the main concern for the investors currently. With the continuous fall in these indices, the first-time mutual fund investors, as well as existing investors of small-cap and mid-cap funds, are in a dilemma while taking the investment decisions.

The NAV is nothing but the per unit market price of assets. The NAV is different from the price of stock or security and one should be aware of this.

If you are a mutual fund investor and invest majorly in debt-oriented funds, then the concept of indexation is quite important for you. Indexation has major impact on your returns from the investment as tax benefits at the time of exit are linked to it directly.