Fundwire

Asset Ownership by Funds

A stock or bond's investment worthiness can be gauged through mutual funds' ownership in it. Find out Who Owns What…

From in-depth analyses of mutual funds and stocks to outlines on the performances of various sectors, from opinions of industry experts to detailed answers on investor queries, the Value Research website has a plethora of information that can help a savvy investor make better investment decisions.

But unlike most other investment-related websites, the Value Research website goes a step further by providing fund tools that can be practical solutions to help you choose the funds that are best suited for your investment needs. One of these tools is WOW Who Owns What. This tool will tell you which mutual fund owns how much of a particular asset. You can use WOW to find out how much of a stock or a bond is owned by equity funds or debt funds. All you need to do is enter the name of the stock or bond that you want to look up and hit the 'Get Data' button, which will give you a list of all the mutual funds that have bought that asset.

This tabular list tells you the fund name, percentage of net assets invested, the amount (in crore) invested and the date when the fund last declared its portfolio. The table can be sorted in ascending and descending order by clicking on the column heads. The WOW tool can be of use to investors who're trying to find out the investment worthiness of a particular stock or bond. If the asset in question is owned heavily by mutual funds, then it can be a safe bet to invest in individually as well.

Consequently, if an investor is particularly bullish on a stock or sector or bond, but doesn't want to invest in it directly, he can pick the fund that has a heavy exposure to it. The easiest way to find out about such funds that are heavily invested in an asset you like is the Who Owns What tool.

Just like the other tools on our website, Who Owns What is easy-to-use and has been designed and developed to do its job effectively and efficiently. WOW can be accessed for free, without having to log in or register, on www.Value ResearchOnline.com.





Disclaimer: This content is for information only and should not be considered investment advice or a recommendation.

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