Mutual funds

1. AUM

2. Crisil ratings

2.1. Superior Return Score

2.2. Mean return & volatility

2.3. Portfolio Concentration Analysis

2.4. Exposure to Sensitive Sector

2.5. Liquidity Analysis

2.6. Asset Quality

2.7. Modified Duration

2.8. Tracking error

3. Load

3.1. Entry

3.2. Exit

4. Inception

5. Taxation

5.1. STCG

5.1.1. Debt

5.1.1.1. As per tax slab

5.1.2. Equity

5.1.2.1. 15% flat

5.2. LTCG

5.2.1. Debt

5.2.1.1. 20% with indexation benefit

5.2.2. Equity

5.2.2.1. 0%

6. NAV

7. Lumpsum v/s SIP

8. Statistical measure

8.1. Alpha

8.2. Beta

8.2.1. Standard deviation

8.3. Expense ratio

9. Management team

9.1. Fund manager(s)

9.2. Fund house

10. Investment Plan

10.1. Dividend

10.1.1. Dividend reinvestment

10.1.2. Dividend payout

10.2. Growth

11. Portfolio

11.1. Asset allocation

11.2. Sector allocation

12. Fund scheme

12.1. Open ended

12.2. Closed ended

12.3. Interval

13. Asset class

13.1. Equity

13.2. Debt

13.3. Money market

13.4. Balanced/Hybrid

14. Investment Objective

14.1. Growth

14.2. Fixed income

14.3. Balanced - growth and income

14.4. Quick turnover of funds

15. Direct v/s Regular

15.1. Direct

15.2. Regular

16. Special funds

16.1. Index

16.2. Sector

16.3. ELSS

16.4. Real estate

16.5. Gilt

16.6. Money market

16.7. Arbitrage