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Mutual funds by Mind Map: Mutual funds

1. AUM

2. Management team

2.1. Fund manager(s)

2.2. Fund house

3. Investment Plan

3.1. Dividend

3.1.1. Dividend reinvestment

3.1.2. Dividend payout

3.2. Growth

4. Portfolio

4.1. Asset allocation

4.2. Sector allocation

5. Crisil ratings

5.1. Superior Return Score

5.2. Mean return & volatility

5.3. Portfolio Concentration Analysis

5.4. Exposure to Sensitive Sector

5.5. Liquidity Analysis

5.6. Asset Quality

5.7. Modified Duration

5.8. Tracking error

6. Fund scheme

6.1. Open ended

6.2. Closed ended

6.3. Interval

7. Load

7.1. Entry

7.2. Exit

8. Inception

9. Taxation

9.1. STCG

9.1.1. Debt

9.1.1.1. As per tax slab

9.1.2. Equity

9.1.2.1. 15% flat

9.2. LTCG

9.2.1. Debt

9.2.1.1. 20% with indexation benefit

9.2.2. Equity

9.2.2.1. 0%

10. Asset class

10.1. Equity

10.2. Debt

10.3. Money market

10.4. Balanced/Hybrid

11. Investment Objective

11.1. Growth

11.2. Fixed income

11.3. Balanced - growth and income

11.4. Quick turnover of funds

12. NAV

13. Direct v/s Regular

13.1. Direct

13.2. Regular

14. Special funds

14.1. Index

14.2. Sector

14.3. ELSS

14.4. Real estate

14.5. Gilt

14.6. Money market

14.7. Arbitrage

15. Lumpsum v/s SIP

16. Statistical measure

16.1. Alpha

16.2. Beta

16.2.1. Standard deviation

16.3. Expense ratio