HOW TO SELECT AN EQUITY FUND

abhishreshthaa

Abhijeet S
HOW TO SELECT AN EQUITY FUND

  • Consider structural characteristics

  • Size of fund

  • Fund history

  • Cost of investing: expenses ratio

  • Portfolio managers experience

  • Consider portfolio characteristics

  • %age cash

  • Portfolio concentration

  • Market capitalization of fund

  • Portfolio t/o:churn

  • Portfolio risk characteristics

  • R-squared

  • Beta
  • Dividend yield
 
Back
Top