Selecting Mutual Funds for Investing

  When selecting mutual funds for investment, it's essential to go beyond just looking at historical returns and consider the expertise and approach of the fund manager. Here's a breakdown of this approach:

Fund Manager's Expertise: 👨‍💼

• A skilled and experienced fund manager can make a significant impact on a fund's performance. 📈

• Look into the fund manager's track record, years of experience, and their history of managing similar types of funds. 🧠

Investment Thesis: 📝

• Every mutual fund has an underlying investment philosophy or thesis that guides the fund manager's decisions. 💡

• Parag Parikh Mutual Fund follows value investing 💵

• Quant Mutual Fund follows momentum investing 🏃

Long-Term Approach: 🗓️

• It's important to align with the fund's investment horizon. For instance, if the thesis involves patient value investing, you need to be comfortable with a longer holding period. ⏳

• Avoid making decisions based solely on short-term performance fluctuations. ⚠️

Patience and Consistency: 🧘

• An investment thesis takes time to play out. It might not yield immediate results. ⌛

• The fund manager's consistency in following their strategy is a positive sign. Avoid funds where the manager switches strategies frequently. 🔄

Ongoing Monitoring: 👁️

• Even after selecting a fund based on the manager and thesis, continue to monitor its performance and ensure it's aligning with your expectations and financial goals. 🔍

In essence, the fund manager's expertise and the underlying investment thesis form the foundation of a mutual fund's approach. By understanding and evaluating these factors, investors can make informed decisions that resonate with their own investment philosophy and risk appetite. 

Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.

When placing your order in Mutual Funds, kindly select "YES" when prompted if you are assisted. You will need to input my Employee Unique Identification Number. EUIN: E484653 and ARN 259045.

WhatsApp, 📞 9845211825, inbox here for hassle-free online investing in Mutual Funds.

Prajval Madhav Uchil 

Mutual Fund Distributor. 

EUIN: E484653 l ARN 259045.

#PrajvalMFD #Mangalore #Udupi #Manipal #Kasaragod #Karnataka #India #Investing #Wealth #Money #Growth #Mutualfunds #Equity #Debtfunds #Bonds #Commodities #MultiAsset #InternationalEquityFunds #PersonalFinance #MutualFundsSahiHai #SochaSamjhaRisk #Deshkarenivesh #InformedInvesting #2024goals

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