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First, you have to select the mutual fund
category.
After that, you have to select the best mutual
fund scheme.
Selecting a mutual fund involves two things
Time Horizon  Mutual Fund 
1 day – 3 months  Liquid Funds 
3 months – 1 year  Ultra-Short-duration Funds 
1 year – 3 years  Short-duration funds 
3 years – 5 years  Hybrid/Balanced Funds 
More than 5 years  Equity Fund 
Selecting the mutual fund category
Time Horizon/Risk  Low Risk  Medium Risk  High Risk 
Short Duration (up to 3 years) 
Liquid Funds, Ultra Short-
duration Funds 
Short-duration Funds  Arbitrage Funds 
Medium Duration (3 years – 5
years) 
Short-duration Funds  Balanced Advantage Funds  Equity Hybrid Funds 
Long Duration (5 years and
above) 
Large Cap Funds  Multicap Funds 
Mid Cap Funds, Small Cap
Funds 
Selecting the best mutual
fund scheme
Performance Against Benchmark
Performance Against Category
Uniformity in Performance
Fund Manager's Experience
AMC Track Record
Assets Under Management (AUM)
Expense Ratio
Selecting the right Mutual Fund
How Select the Right
Mutual Fund
Before investing in mutual funds, there are many
factors you need to know. Here are some of the
things you should be careful about before selecting
or picking the right mutual fund scheme for
investment.
Thank-You

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  • 1.
  • 2. First, you have to select the mutual fund category. After that, you have to select the best mutual fund scheme. Selecting a mutual fund involves two things
  • 3. Time Horizon  Mutual Fund  1 day – 3 months  Liquid Funds  3 months – 1 year  Ultra-Short-duration Funds  1 year – 3 years  Short-duration funds  3 years – 5 years  Hybrid/Balanced Funds  More than 5 years  Equity Fund  Selecting the mutual fund category
  • 4. Time Horizon/Risk  Low Risk  Medium Risk  High Risk  Short Duration (up to 3 years)  Liquid Funds, Ultra Short- duration Funds  Short-duration Funds  Arbitrage Funds  Medium Duration (3 years – 5 years)  Short-duration Funds  Balanced Advantage Funds  Equity Hybrid Funds  Long Duration (5 years and above)  Large Cap Funds  Multicap Funds  Mid Cap Funds, Small Cap Funds 
  • 5. Selecting the best mutual fund scheme Performance Against Benchmark Performance Against Category Uniformity in Performance Fund Manager's Experience AMC Track Record Assets Under Management (AUM) Expense Ratio
  • 6. Selecting the right Mutual Fund
  • 7. How Select the Right Mutual Fund Before investing in mutual funds, there are many factors you need to know. Here are some of the things you should be careful about before selecting or picking the right mutual fund scheme for investment.