Sorry, I dint get this query. Can you please share more context?

Namaste !!

Where We can find the Asset class wise disclosure of any AUM, Can you please send the Link so it would be helpful to see actually where it is ? and Do we need to check this as well and what if it is not a flagship of its AUM ?

Ajit, glad you liked the content. For your query, here is what you can do –

1) Pick 5 funds based on the largest AUM and from top names – Kotak, HDFC, ICICI, etc etc
2) Keep few parameters in perspective – AUM, SD, Rolling return, capture ratios, expense ratio etc
3) Rank each fund based on the parameter
4) The one with the highest rank qualifies as your fund to invest

I’m not suggesting that this is the approach to take, but this is one of the ways you can get started. Of course, you can course correct as you go ahead.

Hats off to you for creating such amazing modules! I have one doubt, which seems to be a common question in the comments section, but I couldn’t find a clear answer.

If I want to invest in just one fund from any segment (say, a large-cap fund), I come across numerous funds from different AMCs under the same segment. How do I go about shortlisting a few funds (say, 5 large-cap funds) for analysis?

For example, in this chapter, you selected the Kotak Multicap Fund for analysis. Similarly, how should I select 5 funds from the same segment for comparison and analysis?

I’ve written the exact same question someone else asked previously, to which you responded with a YouTube link. However, this specific aspect hasn’t been discussed in that video. Could you please provide detailed clarity on how to approach this?

Thank you!

Namaste! Assume I have a 2 stock portfolio. After 10 days, I sell both the stocks and buy another 2 stocks. In this case, I have done a turn over of 1 time, meaning fully sold and rebought stocks. For a MF, the portfolio turnover should be less, you dont want the fund to be churning stocks frequently.

AUM, P&L, number of years of operations etc.

Thanks for this module.

One question here, I saw in money control about analysis of funds, in that a Portfolio turnover mentioned. What is it ? and how it can be used for analysis? or it is really worth looking at it?

Thanks !

Looking to partner with you one day and I started preparing as well. Hope i can meet you soon.

I’d suggest you stick to the top 10 names 🙂

Higher costs yes, but lower tax efficiency I’m not sure as MFs are a pass through structure and the taxes are at the hands of the investor and not the AMC.

Thank you for the great content! I had a query regarding taxation on AMCs with high turnover. I’ve heard that a mutual fund with a high turnover can lead to lower returns due to higher costs and lower tax efficiency. Is this applicable in India, do AMCs get taxed whenever they sell some stock to readjust their portfolio? If yes, am I right to assume that this must be getting reflected in the daily NAV, and hence all I really need to look at this the final returns of the fund (since it includes all the costs, like Expense Ratio, etc.)

Thank You!

I think morning star has recently started giving RR. Please check that, I could be wrong though. If not, the fund’s fact sheet usually does.

These are mandatorily stated in the fact sheet, surprised you dint find it.