What is a fact sheet?

So far in the series, we've talked about why you should invest, some basic personal finance math and why mutual funds are a good avenue to invest. When you want to invest in mutual funds, you'll have to do some research on the fund. One of the key documents when doing mutual fund diligence is the mutual fund fact sheet. The fact sheet of a scheme gives you important details like the objective of a scheme, portfolio of the scheme, key ratios, historical performance and expense ratios.
In this video, Karthik explains what a fact sheet is. Learn more about what a fact sheet is here: zerodha.com/varsity/chapter/t...

[@venugopal-yi5kn]

Your definitely a good teacher.. Thanks for the investment series

[@shriidharkulkarni6648]

Sir, I have no words to express my appreciation for your jargon free and easy to understand language. Even a 63 years old birdbrain like me could understand the essence of your video. You are doing a marvelous job of spreading financial awareness of MF industry. I am grateful.

[@varsitybyzerodha]

Thanks, Shriidhar 🙌

[@AbhishekSingh-op2tr]

There is a video missing explaining the net assets value of mutual funds.

[@AnushaPanchadi]

kzbin.info/www/bejne/i3WVpGaIh9uKaaM

[@tanushadithiya7136]

This is for newbies why TF u here ?

[@himeshrathi]

Brilliant!

[@naveenpala3416]

Nice

[@namelastname6333]

NAV not discussed

[@user-ou4wp1ku5x]

How do we analyze Fund manager background

[@sushmithakp2535]

This is to inform that the Base Total Expense Ratio (Base TER) charged under Regulation 52(6) of SEBI (Mutual Funds) Regulations, 1996 for Parag Parikh Flexi Cap Fund - Regular Plan will be changed w.e.f April 01, 2023. I get it from every fund house every now and then, is it change in expense ratio ,if yes can they change whenever they want it, why don't it it be remained as same as of the purchase date, returns growing with TER growth ,is like totally eating up the gains (PS: I invested on fund saying direct growth ,is it direct plan ?)

[@varsitybyzerodha]

Hi Sushmitha, we understand. However, the regulations allow for this.

[@user-bd9gv6nt9g]

Can you please explain more about SIP.

[@varsitybyzerodha]

Hi, we've explained SIPs here: support.zerodha.com/category/mutual-funds/understanding-mutual-funds/about-mutual-funds/articles/what-is-an-sip

[@32raghavhs91]

Where we will get fact sheet of mutual fund please 🥺🥺🥺🥺 please tell give a link to see a fact sheet please reply and give a website link please share a link of asset management company link please share link please give reply please

[@varsitybyzerodha]

Hi Raghav, you can find this on the asset management company's website.

[@amrutrajsu]

Nice