5 Questions to Ask When Evaluating A Fund

Published On: 04-Jul-2017

A mutual fund investment portfolio may comprise several mutual fund schemes, which may be linked to different financial goals and may carry different investment objectives. Since selecting the mutual fund schemes to form the basis of the future investment performance, selecting the schemes becomes an important decision to lay a strong foundation towards a prosperous financial future. Also, it becomes imperative for the investor to make an informed decision after reviewing various relevant data points. Here are five questions an investor may ask when evaluating a fund:

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How has the fund performed against the benchmark

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How has the fund performed under the current fund manager

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What is the fund's risk profile

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Where is the Fund Portfolio Concentrated

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Does it align with my risk appetite

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