Explore MF Schemes
Shortlist MF schemes that matches with your investment objectives
Shortlisting of a MF Scheme could get really tricky and time consuming considering the plethora of options available in the market. To simplify this for you, Finmoksha brings to you the “Search MF Scheme” tool with an option to review many aspects of a scheme that are critical in your decision making process e.g. past performance, return under current Fund Manager, consistency of return in different market cycles, risk-adjusted return, expense ratio, underlying securities and concentration etc. etc. and then compare each such shortlisted scheme side-by-side for a duly researched final choice as your investment decision.
Leverage analytics for improved decision making
MF Scheme RankingRanking of a MF Scheme suggests its positioning with the family to which it belongs to. Maintaining or improving it is a positive sign that you are continuously looking for from the AMC and Fund Management team.
What's in What's OutYou may be curious to know what Fund Managers are buying and selling. This helps in understanding which sectors are in demand and which one are lagging. Sometimes additional buying in sectors suggest their possibility of outperformance.
Category ReturnYou might be wanting to know how each category of schemes are performing as category level performance gives you good benchmark to compare performance of your scheme to the category performance.
In this direction, to simplify understanding of Mutual Funds, we can classify them into few broad categories i.e.Equity, Debt and Hybrid. All these scheme categories vary in their investment objectives and accordingly in their inherent risk/reward profile and volatility. Compare each and every category’s performance and identify the category best suited for you to invest based on your risk appetite and financial goals and available time horizon.
Explore Fund House (AMC)
One of the key qualitative factor in selecting a MF Scheme is to understand the family (Fund House or AMC) to which is belongs to. The choice of the fund house is critical from many angle including Brand i.e. Control, Processes and Governance, Team i.e. Management team, fund manager, sales team and their Calibre, their complain resolution process, disclosures i.e. Level and Quality, Communication i.e. quality, frequency and relevance and finally the range of products.
Utilise our “AMC Snapshot” and “AMC Details” feature to gather vital information about the fund house’s rating, assets under management (AUM), investment philosophy, historical performance of their other MF schemes and the details of the management. Careful analysis of this information will give you a quick snapshot of the credibility, stability and long term dimension of the fund house and help you comfortably choose the right scheme with the credible fund house.
Leverage our knowledge centre
NFO UpdateThe launch of a New MF Scheme is known as a New Fund Offer (NFO). NFOs can be for both Closed and Open Ended MF Schemes. Simply put, closed ended MF Schemes are those which accept money (bought) only during the period they are open (NFO Period) and can be redeemed only on maturity. Whereas, the Open Ended MF Schemes are those schemes that you can Invest (Buy) or Redeem on all market-days.
MF NewsEverything you need to know about the world of mutual fund investing is now at your fingertips e.g.the latest news and updates like the best mutual funds of the year, the latest returns and specialized performance reviews, etc. Absorb, process and analyse this information in terms of your financial goals and investment objectives and you can take an informed decision to invest. This section empowers you with criticalinformation you need, to manage your investments.
Daily NAVFind out the Net Asset Value (NAV) for the various MF Schemes
Historical NAVFind out the historical Net Asset Value (NAV) for the various MF Schemes
Dividend DetailsFind out the historical information on dividend declared by the various MF Schemes
Mutual Fund ActivitiesFind out what Mutual Funds are up to in terms of their Purchase and Sale activities