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Mutual Fund Research & Analysis
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Fund-O-Meter is a knowledge bank where we have done most transparent & comprehensive analysis of various Mutual Funds. We analyze each fund on 20 parameters and rate each parameter with our proprietary Green, Yellow and Red star. This gives you complete transparency on where the fund performs well and where it lags.
Following are its key features –
All Equity Mutual Fund, Debt Mutual Funds & Index Funds categories are covered –
Yes, it is updated regularly, weekly updates are published on the portal/ app. and these updates will also be rolled out via emails regularly to the subscribers. Following are various types of updates –
We started reviewing Mutual Funds on our YouTube channel – Yadnya Investment Academy, 2 years back. When we referred reviews done by various other websites we realized, their reviews and methodology was not transparent. They are not telling the reason why they are giving a particular fund 3 or 5 stars or any other star. So, we decided to create a new methodology where we started giving Green, Yellow and Red star on every parameter we review.
Green star means above average performance on that parameter, Yellow means near average performance and Red means Below average performance. Based on these reviews, it became very easy for investor to understand where their fund is performing and where it is not.
Here is a sample review which will help you understand this methodology.
Here are the parameters on which Mutual Funds are reviewed by Fund-O-Meter –
Yes, Mutual Fund reviews are available for free on various websites but these websites do not provide very transparent reviews of the Funds. User doesn’t know why a particular fund has been rated best and other one second best. Also, these websites give you only current data and not the historical trend of various parameters. Here are reasons why it’s worth to pay for Fund-O-Meter -
If you invest in Mutual Funds or are planning to invest, Fund-O-Meter is for you. Mutual Funds are long term investments and it is very important that when you invest in a fund, you select with utmost care and make sure it is the best for you. Also, once you select, it is important to review its performance regularly to make sure it remains a right choice for you. If you have any of the below questions in mind, then you need Fund-O-Meter. It helps you solve these and many more such financial queries you may have.
Selecting a Mutual Fund is not very complicated, important is to see the consistency of the fund’s performance on various parameters and understanding the risk associated with that consistency.
Stock analysis is a method for investors and traders to make buying and selling decisions. By studying and evaluating past and current data, investors and traders attempt to gain an edge in the markets by making informed decisions.There are two basic types of stock analysis: fundamental analysis and technical analysis.
Fundamental analysis concentrates on data from sources, including financial records, economic reports, company assets, and market share. To conduct fundamental analysis on a public company or sector, investors and analysts typically analyze the metrics on a company's financial statements - balance sheet, income statement, cash flow statement, and footnotes. When running stock analysis on a company's financial statements, an analyst will usually be checking for the measure of a company's profitability, liquidity, solvency, efficiency, growth trajectory, and leverage. Different ratios can be used to determine how healthy a company is.
The second method of stock analysis is technical analysis. Technical analysis focuses on the study of past market action to predict future price movement. Technical analysts analyze the financial market as a whole and are primarily concerned with price and volume, as well as the demand and supply factors that move the market. Charts are a key tool for technical analysts as they show a graphical illustration of a stock's trend within a stated time period.
A mutual fund is a professionally managed investment fund that pools money from many investors to purchase securities. These investors may be retail or institutional in nature. Mutual funds have advantages and disadvantages compared to direct investing in individual securities. The primary advantages of mutual funds are that they provide economies of scale, a higher level of diversification, they provide liquidity, and they are managed by professional investors.
A financial plan may contain prospective financial statements, which are similar, but different, than a budget. Financial plans are the ENTIRE financial accounting overview of a company. Complete financial plans contain all periods and transaction types. It's a combination of the financial statements which independently only reflect a past, present, or future state of the company. Financial plans are the collection of the historical, present, and future financial statements;
Look no further than our new model portfolios. Designed to make it easier for investors, these portfolios offer long term growth with a choice of Stocks, Actively managed Equity Funds, Index Funds/ETFs and Debt Funds. Portfolios are created separately for different risk profiles - Conservative, Moderate & Aggressive.
