How to Read a Mutual Fund Factsheet? ft. Shridatta Bhandwaldar

How to Read a Mutual Fund Factsheet? ft. Shridatta Bhandwaldar In this episode of Mutual Fund Ki Baat, Namrata Arora speaks with Shridatta Bhandwaldar, CIO Equities at Canara Robeco Asset Management Company, about how investors can read and understand a mutual fund factsheet. They discuss which numbers investors should focus on, including fund returns, rolling returns, benchmark performance, top holdings, portfolio turnover, cash allocation, standard deviation, Sharpe ratio and expense ratio. Shridatta also explains how to look at longer-term performance, evaluate portfolio churn and fund manager tenure, and why investors should look beyond past returns when evaluating a mutual fund. ⏱️ Timestamps 00:00 Introduction 01:03 About Shridatta Bhandwaldar 03:02 What to Look at in 5 Minutes 05:03 Should You Focus on Fund Returns? 06:12 What Are Rolling Returns? 09:29 How to measure fund performance using fact sheet? 11:50 What Should Top Holdings Tell You About a Fund? 14:38 How Important Is Portfolio Turnover Ratio? 17:09 What Does High Cash Holding in a Fund Indicate? 20:20 Which Number Do Investors Obsess Over Most (But Shouldn't)? 23:24 Is Expense Ratio Actually Relevant for Investors? 27:40 Do Standard Deviation, Sharpe & Sortino Ratios Matter? 30:39 What Should You NOT Look at in a Fact Sheet? 31:26 What Hidden Numbers Should Investors Also Track? 33:02 SIP Returns vs Lumpsum Returns — What's the Difference? 36:51 What Signals Tell You It's Time to Exit a Fund? 38:15 What's His Strategy for Picking Multibagger Stocks? 42:59 Which Sectors Gave Him the Most Multibaggers? 43:47 What Has Been His Personal Investing Journey? 47:23 Which Fund Categories Does He Personally Invest In? 49:22 Final Learnings & Takeaways for Investors 56:18 Summary ⚠️ This video is for educational purposes only and should not be considered investment advice. Please read the relevant scheme documents carefully and consult your financial advisor before investing. #MutualFundKiBaat #MFKB #MutualFunds #MutualFundFactsheet #MutualFundInvesting #MutualFundsIndia #FundManager #RollingReturns #SIP #MutualFundAnalysis #Investing #Groww Subscribe to Groww Mutual Fund Channel : http://bit.ly/2FX57wj About Groww Groww is India’s Best Investment App and the Largest Stock Broker. Find us here: Android app: https://app.groww.in/v3cO/f9o4prne iOS app - https://app.groww.in/v3cO/tu0yrc3e Website - https://groww.in/ RA Disclaimer Link - https://groww.in/p/sebi-research-anal... Name of the Research Analyst - Shreesha Ramesh Desai We also have a Kannada, Tamil, Telugu & a Malayalam channel Please subscribe here: 👉 Groww Kannada - https://bit.ly/3ekyeKP 👉 Groww Tamil - https://bit.ly/3cbhN3Z 👉 Groww Telugu - https://bit.ly/39aLpwC 👉 Groww Malayalam https://bit.ly/3enG2LV 👉 Ipo review by Groww -    / @iporeviewbygroww   Follow us on: Facebook:   / growwapp   Twitter:   / _groww   Instagram:   / mutualfundswithgroww   LinkedIn:   / groww.in   #groww #mutualfund Disclaimer: These are not any recommendations for any funds or stocks and are meant only for educational purposes. If you have any concerns with respect to Groww, please feel free to write to us at support@groww.in or you can call us at +91 9108800000.