The Value Research website – www.ValueResearchOnline. com – has an extensive array of research tools that have been designed to simplify the decision-making process for mutual fund investors. Choosing the right mutual fund to invest in from the wide selection choice available today is not an easy task, but our tools are there to help you make the right decision.
One of the tools that can be extremely useful in deciding whether you should invest in a particular fund or not is the Value Research Fundcard. The Fundcard is a 3-page factsheet that succinctly covers everything that you need to know about a fund. The Fundcard has been designed in such a way that it captures just the right amount of information that an investor would need, without going overboard with the data. It is precise, to-the-point and comes with a reading guide that tells you how to use the given information.
The Value Research Fundcard comprises the following elements:
Fund Rating: From 1 to 5 stars, based on the risk-return analysis
Risk Grade: A 5-step grading system about the amount of risk the fund takes
Returns Grade: A 5-step grading system about the kind of returns the fund earns
History: Performance history, performance vis-à-vis its benchmark, net assets, and expense ratio
Returns: Annualised SIP returns, quarterly returns, current year’s returns, returns data over other standard periods compared with the category average and the index
Top Holdings: Latest investment portfolio, sectors and the current year’s returns for each stock in the portfolio
Portfolio Characteristics: Market capitalisation, P/B and P/E ratio, 3-year earnings growth, and other aggregate measures of the companies the fund holds
Fund Style: A 9-cell matrix that tells you the fund’s investment style, whether the portfolio is growth-oriented, value-oriented or a blend of both
Sector & Asset Weights: A percentage analysis of the fund’s investments in different sectors and the holdings held in equity, debt and cash
Risk Analysis: These statistical measures help in evaluating the performance risk and returns of the fund
As you can see, the Fundcard is a comprehensive basket of information. It can be very useful when you’ve narrowed down your investment choice between 2-3 funds that seem to be exactly similar. When two funds seem to have the same characteristics, the Fundcard will tell you where they differ from one another and help you decide which suits your investment needs the best.
The Value Research Fundcard is available free-of-charge. You can download it in the PDF format from the Snapshot page of a mutual fund on our website.