Whenever you think of investing in mutual funds, which is that first thought that strikes your mind? Well, is it the NAV? The fund managers? The returns or the portfolio? No matter which aspect or factor you would like to consider, but ignoring the factsheet is surely not right.
Yes, you read that right! Many people at the time of investing in MFs, don’t consider the factsheets of a particular fund as a result, many times they end up investing in a fund which is not right for them.
Now you must be wondering, why we are giving so much stress on the same. So, stay tuned to know the reason. Moreover, no matter which sort of information or facts you are interested in knowing, these sheets provide you with every required information under one roof. Let’s just understand this thing with the help of an example below.
Suppose, an investor wants to invest in a mutual fund of Franklin Templeton, so how about knowing the scheme better before investing? And, that can easily be done with Franklin Templeton mutual fund factsheet. That’s Right! This detailed, you can say report allows you to know your fund by providing each and every required fact at one place.
Right from snapshots of different funds, the market update to scheme performance including the returns and what not, these monthly fact sheets contain everything, allowing you to take a smart and calculative move.
Take a look below to have a better understanding of a factsheet:
- The sheet starts by letting you know about the fund manager/s such as who they are and what role they play in your overall journey.
- Apart from this, other basic credentials such as minimum investment, what is SIP, NAV, AUM, sharpe ratio, holdings, standard deviation, entry load, exit load, etc are there.
- If you read further, you will find the snapshots of various funds offered by this financial firm, be it liquid, hybrid, equity and so on.
- You can get here every detail about all the funds being offered by the company. The details a sheet contains shows the monthly data, which will keep on changing month-on-month.
- More to the point, if you want to grab the history or more relevant info of any fund associated with the firm, you can easily read the same in the sheet. Everything is mentioned in it with a detailed analysis.
- The sheet contains the details of every fund in detailed such as if you want to get the info of any equity related fund, you can easily get each of its detail in the sheet. Right from its asset allocation, previous returns to fund managers and NAV, the report has the data of everything.
- In fact, the best thing about this sheet is that it also presents the data in a graphical and pictorial manner so that it would be easier for you to have a better understanding of the fund you want to invest in.
- Well, what else you need for a hassle-free journey. Reading the factsheet will give you a better understanding of a fund,you can be fully sure about the same. If you have any doubt regarding any scheme or if you are a newcomer to explore the mutual fund world, nothing to worry as this factsheet is here to clear all your doubt.
- It gives you the insight of every scheme you want to invest in. With the help of knowing its past performance, it would be easier for you to decide whether investing in that scheme is going to be worth for you or not.
- This is the reason, why it is advisable for an investor to take a look at Franklin Templeton mutual fund factsheet as it allows you to sail smoothly. And, most importantly, what would be more rewarding than getting the info at one place.
- Yes, you don’t need to visit plenty of sites there will be no hassle at all as everything is right there in just one place.
So, in a nutshell, it would not be wrong to say that for a rewarding and smooth mutual fund journey in the future, do check the factsheet of a fund you want to invest in.
Disclaimer- Mutual Funds are subject to market risks. Please read the scheme related documents carefully before investing.
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