SlideShare a Scribd company logo
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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Seleting MFs.pdf

  • 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.