ELSS (Tax Saver) Category - IDFC Tax Advantage Fund
Detailed Analysis & Review based on Jan 31st, 2020 data. Most Comprehensive and detailed review based on Yadnya's proprietary methodology of Green, Yellow & Red Star.
No. of Pages - 12
The review is done on the following parameters -
- Market Cap Allocation - Last 10 Year Trend
- Fund House & Fund Start Date
- Asset Under Management - Last 10 Year Trend
- Fund Returns - Trailing, Calendar, Rolling & SIP
- Fund Manager
- Sector Allocation - Last 10 Year Trend
- Stock Allocation - Last 10 Year Trend
- Portfolio Turnover Ratio -Last 10 Year Trend
- Expense Ratio - Last 5 Year Trend
- Risk Ratios - Alpha, Beta, Standard Deviation, PE Ratio - Last 5 Year Trend
Disclaimer - This book is not meant as MF Advise or Financial Advice. It only gives the information about the Mutual Fund as per publicly available information and Yadnya's analysis & review based on that information. Please remember, Mutual Funds are subject to Market risk. Read the offer document before investing.