Large & Midcap Category Review - 'TATA Large & Midcap Fund'. Most Comprehensive and detailed MF review based on Yadnya's proprietary methodology of Green, Yellow & Red Star. Detailed Analysis & Review based on Dec 31st, 2020 data.
No. of Pages - 12
Detailed Review is done on following parameters -
1. Market Cap Allocation - Last 10 year trend
2. Fund House & Fund Start Date
3. Asset Under Management - Last 10 year trend
4. Fund Returns - Trailing, Calendar, Rolling & SIP
5. Fund Manager
6. Sector Allocation - Last 10 year trend
7. Stocks Allocation & Portfolio Turnover Ratio - Last 10 year numbers
8. Portfolio Turnover Ratio - Last 10 year trend
9. Expense Ratio - Last 5 year trend
10. 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 of that information. Please remember, Mutual Funds are subject to Market risk. Read the offer document before investing.