How to read a mutual fund fact sheet
Weekly Wealth Report Issue 172, Weekly Wealth Newsletter: 9th dec 2024 – 16th dec 2024 (Weekly Wealth Newsletter and a Private Circulation from Creating Wealth Company) Curated by Mr. Sathish Kumar Founder – Creating Wealth Company Crorepathi Creator | Financial Consultant | Author | Speaker | Columnist | Youtuber Phone – 9841058689 Mail – creatingwealthadvisory@gmail.com Web – www.sathishspeaks.com How to read a mutual fund fact sheet? Download this NewsLetter as a PDF DOWNLOAD AS PDF A mutual funds fact sheet can clarify many of the questions investors may have when making an investment in a mutual fund. Mutual funds fact sheet is like a document that is sent to current investors by all fund houses. A Mutual Fund Fact Sheet explains Investment Objective, Category, Scheme Type, Assets Under Management ( AUM ), Benchmark, Min Investment, Exit Load, Riskometer, Details about Fund Manager, Portfolio Allocation, Performance Analysis. Every Mutual Fund follows certain Risk and Reward Ratio and those Ratios like Standard Deviation, Alpha, Beta, Sharpe Ratio are mentioned in the Fund Fact Investing in Mutual Funds can be a risky business at times. It entails the examination of several qualitative and quantitative variables over a range of time periods. The financial objectives, level of risk tolerance, and investment horizon should also be considered. A fund factsheet is one of the best guides containing all the information necessary for analysing the fund and taking informed decisions. Successful investment strategy requires regular reviewing and investor should buy funds at lower levels you can always reach us @ 78100 79946 for your portfolio review and rebalance Weekly Market Pulse Domestic equity markets rose for the third consecutive week as key benchmark indices BSE Sensex and Nifty 50 rose by 2.39% and 2.27%, respectively. The rally was broad-based as the mid-cap segment and the small-cap segment both closed the week in green. Domestic equity markets rose on expectations of policy easing by the RBI following the weaker-than-expected GDP figure of domestic economy in the second quarter of FY25. A positive turnaround from foreign institutional investors to domestic equity markets during the week also boosted the sentiment. Meanwhile, the RBI monetary policy committee in its Dec 2024 policy meeting kept repo rate unchanged at 6.5% for the eleventh consecutive time but reduced the cash reserve ratio by 50 bps to 4.0% to boost liquidity. The RBI has projected CPI inflation for FY25 at 4.8% with Q3 at 5.7% and Q4 at 4.5%. CPI inflation for Q1 FY26 is projected at 4.6% and Q2 at 4.0%. The RBI has projected real GDP growth for FY25 at 6.6% with Q3 at 6.8% and Q4 at 7.2%. Real GDP growth for Q1 FY26 is projected at 6.9% and Q2 at 7.3%. Mutual Fund Corner Invesco Large & Mid Cap Fund Invesco Large & Mid Cap Fund – An open ended equity scheme investing in both large cap and mid cap stocksFund Managers: Aditya Khemani & Amit Ganatra Investment Strategy and Portfolio Construction Guidelines • Invests in a combination of both growth and value stocks • Bottom up and top-down approach to select stocks • No cash calls – fully invested approach (Target 95%)1 • No. of holdings – 50-70 Stocks• Capital appreciation over long-term • Investments predominantly in equity and equity-related instruments of large and midcap companies To invest in SIP & in Mutual Funds Click the link and start your investments instantly ( You can also call us @ 78100 79946 ) Start your Investment Stock of the Week BSECMP – 5396Target – 6499 ( In 12 – 18 Month’s Time Frame) Bombay Stock Exchange (BSE Ltd) is an Indian Stock Exchange located at Dalal Street in Mumbai. The Co. facilitates a market for trading in equity, currencies, debt instruments, derivatives, and mutual funds. Strong Long Term Fundamental Strength with a 19.27% CAGR growth in Operating Profits With a growth in Net Profit of 223.27%, the company declared Outstanding results in Sep 24 High Institutional Holdings at 32.03% The company has declared positive results for the last 7 consecutive quarters Nil debt company OPERATING CF(Y) Highest at Rs 2,842.03 Cr NET SALES(Q) Highest at Rs 813.30 Cr PBDIT(Q) Highest at Rs 455.79 cr. For your Equity Recommendation, Pls call us 78100 79946 This Week Media Publications My Youtube Family is now with 1 Lakh Subscribers, 689 Videos, 54 Lakh Views and Counting. It is a dream to make investing Simpler, Profitable and Accessible to everyone! Channel Link Click here https://www.youtube.com/watch?v=QwGvCDQjqFwhttps://www.youtube.com/watch?v=d5sPAKBU6pMhttps://www.youtube.com/watch?v=Fxs9vHQBELUhttps://www.youtube.com/watch?v=3kb43SFuWPw My Book Publications Buy Now Middle Class to Million Dollar Book Buy Now To Buy my Untold Wealth Secret Book My First 1 Crore Club Are you still dreaming to achieve a net worth of ₹1 crore? Still dreaming how to make 1crore? Still Wondering how a salaried person/professionals can make 1cr? To all the questions in your mind here is the potential ways to build it through Mutual Funds, Stocks and Much More… Still dreaming how to make 1crore? Still Wondering how a salaried person/professionals can make 1cr? To all the questions in your mind here is the potential ways to build it through Mutual Funds, Stocks and Much More… Join the ONE CRORE Club Download this NewsLetter as a PDF by clicking the blow button DOWNLOAD NOW Facebook Youtube Whatsapp Instagram Linkedin This Newsletter is from Creating Wealth Company – For Private Circulation only. For more information connect with Sathish Kumar @ 9841058689 You can also connect with us investments@sathishspeaks.com Visit – www.sathishspeaks.com for More Details. Disclaimer Mutual Funds and Stock Market Investments are subject to market risks, pls read all scheme-related documents carefully. The past performance of the mutual fund is not necessarily indicative of future performances. Mutual fund does not guarantee any returns or dividends. This report is for informational purposes only and contains information, opinions, and
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