Investment Blueprint By Motilal Oswal | Decoding Fund Documents & Selection

Dive into the world of passive funds with Pratik Oswal in the third episode of Investment Blueprint.
When choosing a passive mutual fund, learn how to decipher fund documents and related information.
Discover insights into index performance, stock and sector composition, tracking performance, and other critical details to make informed investment decisions.
Join us on the path to building your definitive passive funds portfolio!

#PassiveFunds #MotilalOswal #FundDocuments

Task of the Episode:

Step 1: Choose a passive fund that interests you.
Step 2: Download the fund's document/graph from the specified section on the website.
Step 3: Analyze the data to answer the following questions:
Step 4: Understanding the fund's investment strategy and objectives.
Step 5: Identify the risks associated with the fund.
Step 6: Review the fund's historical performance.
Step 7: Determine the cost of investing in the fund.
Step 8: Find out the expense ratio.
Step 9: Check the fund's size regarding assets under management.
Step 10: Identify the companies and sectors within the fund.
Step 11: Compare the fund's performance with its benchmark.
============================================
Top 5 Videos:-

==============================================

===============================================

===============================================

Follow Us On Social Media:

=====================================================