Mutual funds
by Srinivas Iyengar
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