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Fact sheet: Key tool for investors

Understanding information in this document correctly can make you proficient mutual fund investor

Fact sheet: Key tool for investors
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Anil Rego
If you have questions about a mutual fund scheme that you own or plan to purchase, one source that you can turn to for reliable information is its fact sheet. This document contains a wealth of information and insights. Reputed fund houses provide more information in this document than is legally mandated. By reading it carefully, an investor can glean useful insights about a fund's past performance, the level of risk it carries, and so on. Fund houses upload the latest fact sheet each month on their websites.

Equity fund’s fact sheet

An equity fund's fact sheet usually begins with the outlook