Must-Reads in a Mutual Fund Factsheet
Priyanka Acharya
Level
Beginner
Learn
On Demand
Access
90 days or till subscription
Language
English & Hindi
About this Course
That one-pager you skip (aka the mutual fund factsheet)? It holds the secrets to your fund’s performance, risk, and efficiency. Understand how to simplify the fine print and how to read mutual fund factsheets confidently. Whether you're shortlisting funds or reviewing an existing one, this session will help you avoid guesswork and focus on real indicators.
You will learn:
Key Takeaways
1
How to decode a mutual fund factsheet in simple terms
2
Key metrics: NAV, expense ratio, AUM, riskometer, turnover ratio, benchmark performance
3
How to compare funds within the same category
4
Common myths and misreads by investors
Modules
1 Modules•51 mins content
This course is for
1
Mutual fund investors who want to understand what they’re investing in
2
Beginners who are scared of complex fund documents
3
Anyone shortlisting or switching funds, and wants clarity
Meet your Mentor
Priyanka Acharya
Author and Educator
15+ years of experience
Priyanka comes with 15+ years of experience in finance. She's an author, podcaster, and TEDx speaker, recognised among India's Top Women in Finance in 2023.