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TRACK MF's PERFORMANCE |
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DBS Cholamandalam Asset
Management Ltd.
27th Floor, Unit 1,
World Trade Centre, Centre 1
Cuffe Parade.
Mumbai – 400 005. |
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Objective parameters |
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You can assess the performance of your mutual fund investment by
computing appreciation in the NAV of the scheme over different
periods of time on a stand-alone basis (one month, three months, six
months, one year, three years, since inception), against relevant
benchmarks and against average returns offered by mutual funds in
the same category. For example, if you have invested in a
diversified equity fund, you can benchmark your return against the
BSE Sensex, as it is representative of the whole market. If your
fund has outperformed the Sensex, you can be sure that the fund
manager has done a good job. However, if he is lagging the
benchmark, you should closely watch the fund (its investment
strategy, portfolio, etc.) and quit it if there is no improvement in
its performance. |
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Subjective parameters |
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The performance alone does not make a fund house a winner.
Equally important is the service standards and transparency in
actions. It is also essential that the fund should offer speedy
solutions to grievances of investors. The reputation of the fund
house among its investors and public at large indicates how well the
fund scores on this front. |
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Information sources |
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Every financial daily offers daily NAVs of all mutual fund
schemes. Magazines also come out with annual survey of mutual funds.
There are even magazines dedicated entirely towards mutual fund
industry. Internet is also a great place for information. There are
dedicated sites as well as financial sites, which offer information
on mutual funds. |
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