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Cooleo (talk | contribs) |
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| − | Mutual funds are good and simple investment tools.
| + | {{PersonalFinance}} |
| − | | + | {{MutualFunds}} |
| − | Unlike direct equity investments like equity shares, mutual funds are managed by experts who know what to buy, when to buy, and at what price to buy.
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| − | They make timely decisions and strive to bring in good returns for the investors.
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| − | The topic for today is: '''Understanding Mutual Fund Fact Sheet and Portfolio'''
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| − | If you visit any official Mutual fund website, there will be two important statutory documents that are put on the MF website:
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| − | 1. Fact sheets
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| − | 2. Portfolio disclosure
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| − | These two documents are important sources of information for investors like us.
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| − | They are useful tools for both new investors and those who are already invested in a mutual fund.
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| − | SEBI and AMFI mandate that mutual fund houses shall provide this information every month on their websites.
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| − | So, we can download these documents from the MF website everyone and get insights about the fund.
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| − | ==From where to download?==
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| − | | |
| − | First, let us understand from where to download these files.
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| − | I will give you an example.
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| − | Assume I am an investor of the DSP Blackrock Mutual Fund. The official website of DSPBR is http://www.dspblackrock.com/
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| − | If I go to the website, I will have sections called '''Investor Center'''.
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| − | Under that, there will be a section called '''Downloads Center'''
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| − | | |
| − | Under that select '''Forms and Information Documents'''
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| − | Select '''Information Documents''' and then in select category, select '''Factsheet'''
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| − | You will see all month-wise factsheets of the MF. Try downloading the July 2016 Factsheet.
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| − | ==What is a Mutual Fund Factsheet?==
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| − | But, '''What is a Mutual fund fact sheet? Why should I read it?'''
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| − | A '''mutual fund fact sheet''' is a document that gives an overview of a mutual fund.
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| − | For new investors, the document provides necessary and easy details like the scheme objectives, whether it is suitable to you or not, the type of risks involved, etc.
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| − | You can find out the minimum investment amount for the scheme, SIP details, etc.
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| − | For existing investors, it proves an excellent scheme-specific information.
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| − | For instance,
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| − | we can know into which shares the fund manager has invested our money into.
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| − | How much money is put into which sector?
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| − | What returns the scheme game compared to its benchmark index?
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| − | If you are a serious investor, do make it a habit to track the activities of your schemes.
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| − | Your continued monitoring of the scheme helps you make timely decisions.
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| − | It should be remembered that the scheme of investment money is our money, the investors collective money.
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| − | It is our responsibility to know where our money is going into.
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| − | I will explain these in a step by step manner.
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| − | You can download the sheet from http://www.dspblackrock.com/docs/default-source/factsheets/dspbrmf_monthly_factsheet.pdf?sfvrsn=6&download=true&download=true
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| − | If you open the sheet, you will notice the first page is the cover page.
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| − | The second page gives the product labeling.
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| − | The product label tells you the risks involved with your scheme.
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| − | For instance, for the DSR Smallcap fund,
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| − | This Scheme is suitable for investors who are seeking'''
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| − | • Long-term capital growth
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| − | • Investment in equity and equity-related securities in small-cap companies (beyond top 300 companies by market capitalization)
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| − | So, this invests in small shares and hence will have a moderately high risk.
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| − | On the other hand, if you take debt fund schemes, like liquid schemes, the risk will be low.
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| − | '''DSP BlackRock Liquidity Fund'''
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| − | This Scheme is suitable for investors who are seeking:
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| − | • Income over a short-term investment horizon
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| − | • Investment in money market and debt securities, with a maturity not exceeding 91 days
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| − | Risk is LOW.
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| − | So, just by looking at the product label, you should be able to determine a few things:
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| − | 1. The extent of risk involved
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| − | 2. Returns that could be expected.
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| − | | |
| − | For example,
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| − | Equity oriented schemes are high risk - high return
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| − | | |
| − | Debt oriented schemes are low risk - low return
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| − | Risk is an inevitable thing in investments.
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| − | As we discussed earlier, unlike, insurance, there is no guarantee for returns in mutual funds.
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| − | You will enjoy returns when you take a reasonable risk in accordance to your financial goal.
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| − | Sir, what is better between mutual fund and sip and why?
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| − | @Kishan: If our financial goal has a long time, say our retirement, or kids higher education after 12 years, equity schemes are better
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| − | If our financial goal is shorter, like within this year or next year, go for debt schemes. For example, saving for kids next year school fees. Or if you wanted to buy a bike next year.
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| − | Investing in SIP is always better than a single lumpsum buy.
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| − | | |
| − | Now, let us skip to the 7th page of the fact sheet.
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| − | It deals with '''DSP BlackRock Equity Fund'''
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| − | It provides basic details about the scheme.
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| − | There will be separate sheets in the pdf file for each of the schemes offered by the MF.
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| − | Focus on the right side of the page.
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| − | You will get know the fund manager name and his experience, Investment Objective, and asset allocation
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| − | Read the investment objective:
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| − | An Open-Ended growth Scheme, seeking to generate long term capital appreciation, from a portfolio that is substantially constituted of equity securities and equity-related securities of issuers domiciled in India.
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| − | It says,
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| − | An Open-Ended = Allows buying and selling of mutual fund units on all trading days
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| − | growth Scheme = Invests in growth stocks (the other type of stocks are value stocks)
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| − | long term capital appreciation = for long term investors only. generally more than 1 or 3 years time frame
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| − | equity securities and equity-related securities = generally equity shares. Can be listed, unlisted or preferential shares
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| − | issuers domiciled in India = Only in Indian companies
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| − | Understood?
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| − | | |
| − | Now let us look at the scheme asset allocation:
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| − | For instance, for this scheme asset allocation is:
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| − | Equity & Equity related securities: 90% to 100% &
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| − | Debt & Money market securities: 0% to 10%.
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| − | This means that the scheme is almost always invested to the extent of 90% into equities.
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| − | '''Redemption Proceeds''': Normally within 3 Business Days from acceptance of redemption request.
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| − | This means, if we sell units of the scheme, we get money in our bank account in t+3 working days.
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| − | The page will explain features about Regular plans and Direct plans and Entry and Exit loads.
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| − | Entry load: Not Applicable
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| − | Exit load: Holding Period: < 12 months: 1% and if >= 12 months: Nil
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| − | So, if you invest today and hold for one year, there will be no load charged and since this is an equity scheme, returns are tax free under long term capital gains.
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| − | INCEPTION DATE: April 29, 1997
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| − | So this scheme is running near to 19 years now.
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| − | TOTAL AUM AS ON JULY 31, 2016: 2486.71 Cr
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| − | This means Rs 2486.71 Cr is invested in the scheme by people like you and me.
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| − | MONTHLY AVERAGE AUM AS ON JULY 31, 2016: 2,415.08 Cr
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| − | This means, on an average, this scheme is having investments of 2,415.08 Cr (month over month)
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| − | Understood the terms?
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| − | Now focus on the left side of the page.
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| − | It shows portfolio details. i.e in which securities have the fund invested in.
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| − | If you observe closely, the scheme invested:
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| − | HDFC Bank Limited 6.39 %
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| − | State Bank of India 4.78 %
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| − | and so on
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| − | So, if you invested, say Rs. 100 in this scheme,
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| − | Rs. 6 is invested in HDFC Bank share,
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| − | Rs. 4 in SBI share etc.
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| − | This is one advantage of Mutual fund schemes. Your small investment will get invested in several shares in small parts.
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| − | One added advantage with mutual fund investing is that because they are large size funds, they can invest in:
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| − | 1. Unlisted securities and
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| − | 2. Preferential shares
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| − | which retail investors hardly could invest in.
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| − | Because the mutual fund manager can never know when investor gives redemption requests, some money is always kept liquid so as to honor the requests without distrubing the equity investments already made.
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| − | This is done in the form of investing in debt instruments.
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| − | A serious investor would have to keep an eye on how much into debt is the scheme invested in.
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| − | Assume you invested in some XYZ Mutual fund scheme.
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| − | If it is an equity scheme and the scheme is holding too many debt instruments, it means two possibilities:
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| − | 1. More investors are buying and selling the units of the scheme.
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| − | 2. Fund manager is bearish on equities and hence wants to save some cash for future investing.
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| − | There is also a note called:
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| − | Notes: 1. Weighted Average Expense Ratio : RP: 2.31% DP: 1.63% 2. Portfolio Turnover Ratio (Last 12 months): 0.89 3 Year Risk Statistics: 1. Standard Deviation: 18.72% 2. Beta: 1.16 3. R-Squared: 93.36% 4. Sharpe Ratio: 0.93
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| − | This is some statistical information about the scheme. I will explain you about this later today or tomorrow.
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| − | Finally, the fact sheet tells you into which sectors it has invested in.
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| − | BANKS 23.61%
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| − | AUTO 9.86%
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| − | PETROLEUM PRODUCTS 9.64%
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| − | ..
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| − | Most mutual funds invest a substantial portion of funds into Banking stocks because Indian banking system is one of the most well regulated sector.
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| − | If you see, in the share market, after Nifty, Bank Nifty is the most popularly traded sector in the futures and options segment.
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| − | From the above screenshot of sectoral allocations, we can know into which sectors, the scheme has invested our money.
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| − | In this manner, for each of the scheme, the factsheet provides all the necessary information.
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| − | The fact sheet is equally important for new and existing investors.
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| − | Understood till here?
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| − | Now lets move to the Page 35 of the fact sheet
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| − | It shows '''Comparative Performance of all schemes'''
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| − | So, here we get to know, how well the scheme is performing on a relative basis.
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| − | If you see the image, it shows DSPBR Equity returns compared to Nifty 500 (benchmark index) and Nifty (Nifty 50).
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| − | It shows both in percentage terms and money terms.
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| − | It provides point to point returns: June 30, 2015 to June 30, 2016 etc
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| − | and Since Inception (CAGR) Returns
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| − | CAGR = Compound Annual Growth Rate
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| − | It is used to measure returns for investments that are held for more than 1 year period.
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| − | For less than one year, we have to use point to point return method
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| − | So, in our example:
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| − | DSPBR Equity fund gave returns of 20.44%
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| − | Compared to Nifty 500 returns of 12.81%
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| − | Nifty 50 returned of 11.33%
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| − | From this, we can say that the DSPBR Equity fund scheme did very well compared to Nifty.
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| − | Generally, invest in schemes that give substantially higher returns compared to the benchmark returns.
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| − | If a scheme does not give a widely higher returns compared to its benchmark, it might be dull and non performing fund.
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| − | Generally, a 3 to 5 year period is a good period to test if a scheme is performing well or not.
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| − | Understood?
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| − | Now, please turn to page 46
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| − | It will show dividends that scheme has given so far.
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| − | Dividends are paid to those who chose the Dividend option (instead of Growth option)
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| − | Choose the dividend option if you wish to regularly book profit from the scheme.
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| − | So this is what we get from the Factsheet file!
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| − | If you are a serious investor, download factsheets on a monthly basis.
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| − | It will help you to compare what happened with the scheme during the month
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| − | For instance, you can download June and July 2016 factsheets and compare to see:
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| − | After u download the two pdf files, u need to compare:
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| − | if AUM increased or not
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| − | What new additions or exists happened in the MF
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| − | If there are any sectoral allocation changes etc.
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| − | This concludes our topic on Factsheets.
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| − | I will take up the topic on Portfolio and others tomorrow.
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| − | | |
| − | ==AMC Websites from where Factsheets can be downloaded==
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| − | {|class="wikitable" | |
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| − | !scope="col"|Mutual Fund House
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| − | !scope="col"|Factsheet Download
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| − | !scope="col"|Monthly Portfolio Download
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| − | |Aditya Birla Sunlife Mutual Fund
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| − | |[https://mutualfund.adityabirlacapital.com/resources/factsheets Aditya Birla Sunlife Factsheet download]
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| − | |[https://mutualfund.adityabirlacapital.com/resources/portfolio Aditya Birla Sunline MF Monthly Portfolio download]
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| − | |-
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| − | |Axis Mutual Fund
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| − | |[https://www.axismf.com/downloads?formType=Factsheet Axis MF Factsheet download]
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| − | |[https://www.axismf.com/statutory-disclosures Axis MF Monthly Portfolio download]
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| − | |-
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| − | |BOIAXA Mutual Fund
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| − | |[https://www.boiaxamf.com/investor-corner#t1 BOIAXA MF Factsheet download]
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| − | |[https://www.boiaxamf.com/investor-corner#t2 BOIAXA MF Monthly Portfolio download]
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| − | |-
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| − | |Canara Robeco Mutual Fund Website
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| − | |[http://old.canararobeco.com/forms-downloads/pages/Fact-Sheets.aspx Canara Robeco MF Factsheet download]
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| − | |[https://www.canararobeco.com/statutory-disclosures/scheme-monthly-portfolio Canara Robeco MF Monthly Portfolio download]
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| − | |-
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| − | |Baroda Pioneer Mutual Fund
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| − | |[https://www.barodamf.com/Downloads/Pages/Latest-Factsheet-and-Profile.aspx Baroda Pioneer MF Factsheet download]
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| − | |[https://www.barodamf.com/Downloads/Pages/Latest-Factsheet-and-Profile.aspx Baroda Pioneer Monthly Portfolio download]
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| − | |-
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| − | |BNP Paribas Mutual Fund
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| − | |[https://www.bnpparibasmf.in/downloads/monthly-factsheet BNP Paribas MF Factsheet download]
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| − | |[https://www.bnpparibasmf.in/downloads/monthly-dashboard BNP Paribas Monthly Portfolio download]
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| − | |DSP Mutual Fund
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| − | |[https://www.dspim.com/quick-links/latest-factsheets DSP Blackrock MF Factsheet download]
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| − | |[https://www.dspim.com/investor-centre/download DSP Blackrock MF Monthly Portfolio download]
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| − | |-
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| − | |Edelweiss Mutual Fund
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| − | |[http://www.edelweissmf.com/Download/factsheet.aspx Edelweiss MF Factsheet download]
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| − | |[http://www.edelweissmf.com/StatutoryDisclosures/monthly-portfolio.aspx Edelweiss Monthly Portfolio download]
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| − | |-
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| − | |Nippon India Mutual Fund (Formerly Reliance MF)
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| − | |[https://www.nipponindiamf.com/investor-service/downloads/factsheets Nippon India MF Factsheet download]
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| − | |[https://www.nipponindiamf.com/investor-service/downloads/factsheets Nippon India MF Monthly Portfolio download]
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| − | |-
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| − | |Motilal Oswal Mutual Fund
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| − | |[https://www.motilaloswalmf.com/downloads/mutual-fund/Factsheet Motilal Oswal MF Factsheet download]
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| − | |[https://www.motilaloswalmf.com/downloads/mutual-fund/Month-End-Portfolio Motilal Oswal MF Monthly Portfolio download]
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| − | |-
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| − | |IndiaBulls Mutual Fund
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| − | |[http://www.indiabullsamc.com/downloads/fact-sheets/ IndiaBulls MF Factsheet download]
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| − | |-
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| − | |UTI Mutual Fund
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| − | |[https://www.utimf.com/forms-and-downloads/ UTI MF Factsheet download]
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| − | |[https://www.utimf.com/forms-and-downloads/ UTIMF Monthly Portfolio download]
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| − | |-
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| − | |Franklin Templeton Mutual Fund
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| − | |[https://www.franklintempletonindia.com/investor/downloads/fund-documents Franklin Templeton MF Factsheet download]
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| − | |[https://www.franklintempletonindia.com/investor/downloads/fund-documents Franklin Templeton MF Monthly Portfolio download]
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| − | |-
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| − | |HDFC Mutual Fund
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| − | |[https://www.hdfcfund.com/investor-desk/downloads/downloads HDFC MF Factsheet download]
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| − | |[https://www.hdfcfund.com/statutory-disclosure/monthly-portfolio HDFC MF Monthly Portfolio download]
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| − | |-
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| − | |ICICI Prudential Mutual Fund
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| − | |[https://www.icicipruamc.com/Downloads/mutual-fund-fact-sheets.aspx ICICI Prudential MF Factsheet download]
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| − | |[https://www.icicipruamc.com/Downloads/MonthlyPortfolioDisclosure.aspx ICICI Prudential Mutual Fund Monthly Portfolio download]
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| − | |-
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| − | |IDFC Mutual Fund
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| − | |[https://www.idfcmf.com/download-centre.aspx?tab=monthlyfactsheets IDFC MF Factsheet download]
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| − | |[https://www.idfcmf.com/download-centre.aspx?tab=disclosures IDFC MF Monthly Portfolio download]
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| − | |-
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| − | |IDBI Mutual Fund
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| − | |[https://www.idbimutual.co.in/Downloads/Factsheet IDBI MF Factsheet download]
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| − | |[https://www.idbimutual.co.in/Downloads/Fund-Portfolios IDBI MF Monthly Portfolio download]
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| − | |-
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| − | |Invesco Mutual Fund
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| − | |[https://www.invescomutualfund.com/literature-and-form?tab=Factsheets Invesco MF Factsheet download]
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| − | |[https://www.invescomutualfund.com/literature-and-form?tab=Complete Invesco MF Monthly Portfolio download]
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| − | |-
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| − | |Kotak Mutual Fund
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| − | |[https://assetmanagement.kotak.com/fact-sheet Kotak MF Factsheet download]
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| − | |[https://assetmanagement.kotak.com/portfolios Kotak MF Monthly Portfolio download]
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| − | |-
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| − | |Mahindra Manulife Mutual Fund
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| − | |[https://www.mahindramanulife.com/downloads Mahindra Manulife MF Factsheet download]
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| − | |[https://www.mahindramanulife.com/downloads Mahindra Manulife MF Monthly Portfolio download]
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| − | |-
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| − | |SBI Mutual Fund
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| − | |[https://www.sbimf.com/en-us/factsheets SBI MF Factsheet download]
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| − | |[https://www.sbimf.com/en-us/portfolios SBI MF Monthly Portfolio download]
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| − | |-
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| − | |Tata Mutual Fund
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| − | |[https://www.tatamutualfund.com/ Tata MF Factsheet download]
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| − | |[http://www.tatamutualfund.com/downloads/monthly-portfolio Tata MF Monthly Portfolio download]
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| − | |-
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| − | |Taurus Mutual Fund
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| − | |[https://www.taurusmutualfund.com/factsheet Taurus MF Factsheet download]
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| − | |[https://www.taurusmutualfund.com/Download/portfolio.php Taurus MF Monthly Portfolio download]
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| − | |-
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| − | |L & T Mutual Fund
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| − | |[https://www.ltfs.com/companies/lnt-investment-management/downloads.html L & T MF Factsheet download]
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| − | |[https://www.ltfs.com/companies/lnt-investment-management/downloads.html L & T MF Monthly Portfolio download]
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| − | |-
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| − | |Sundaram Mutual Fund
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| − | |[https://www.sundarammutual.com/Downloads Sundaram MF Factsheet download]
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| − | |[https://www.sundarammutual.com/Downloads Sundaram MF Monthly Portfolio download]
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| − | |-
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| − | |LIC Nomura Mutual Fund
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| − | |[https://www.licmf.com/downloads/monthly_fact_sheet LIC Nomura MF Factsheet download]
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| − | |[https://www.licmf.com/downloads/addendum_notice LIC Nomura Monthly Portfolio download]
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| − | |-
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| − | |PGIM India Mutual Fund (formerly DHFL Pramerica MF)
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| − | |[https://www.pgimindiamf.com/forms-and-updates/fund-factsheet PGIM India MF Factsheet download]
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| − | |[https://www.pgimindiamf.com/statutory-disclosure/monthlyportfolio PGIM India MF Monthly Portfolio download]
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| − | |-
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| − | |PPFAS Mutual Fund
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| − | |[https://amc.ppfas.com/downloads/factsheet/ PPFAS MF Factsheet download]
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| − | |[https://amc.ppfas.com/downloads/portfolio-disclosure/ PPFAS Monthly Portfolio download]
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| − | |-
| |
| − | |Principal Mutual Fund
| |
| − | |[https://www.principalindia.com/all-downloads/funds-related Principal MF Factsheet download]
| |
| − | |[https://www.principalindia.com/all-downloads/funds-related Principal MF Portfolio download]
| |
| − | |-
| |
| − | |Quant Mutual Fund
| |
| − | |[http://www.quant-mutual.com/downloads/factsheet/ Quant MF Factsheet download]
| |
| − | |[http://www.quant-mutual.com/statutory-disclosures/ Quant Monthly Portfolio download]
| |
| − | |-
| |
| − | |[[Essel Mutual Fund]]
| |
| − | |[http://www.mutualfund.esselfinance.com/ Essel MF Factsheet download]
| |
| − | |[https://onlinemutualfund.esselfinance.com/ Essel MF Monthly Portfolio download]
| |
| − | |-
| |
| − | |[[Mirae Asset Mutual Fund]]
| |
| − | |[https://www.miraeassetmf.co.in/downloads/factsheet Mirae Asset MF Factsheet download]
| |
| − | |[https://www.miraeassetmf.co.in/downloads/portfolio Mirae Asset MF Monthly Portfolio download]
| |
| − | |}
| |
| − | ==Related Lessons==
| |
| − | *[[Evaluating of Mutual Fund Schemes]]
| |
| − | *[[Comparing Mutual Fund Schemes]]
| |
| − | *[[Mutual Fund performance measurement with CAGR]]
| |
| − | *[[Mutual Fund performance measurement with Standard Deviation]]
| |
| − | *[[Mutual Fund performance measurement with Sharpe Ratio]]
| |
| − | *[[Mutual Fund performance measurement with Beta]]
| |
| − | *[[Mutual Fund performance measurement with XIRR]]
| |
| − | *[[Mutual Fund Ratings]]
| |
| − | [[Category:Mutual Funds]]
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| − | {{Alphabets}} | |