Mutual Fund Specialist Interview Questions and Answers

The past returns of the funds vary depending on the fund and the time period.

• Past returns can be found in the fund's prospectus or on financial websites.

• Returns can vary greatly depending on the type of fund and the market conditions.

• It's important to consider past returns when making investment decisions, but they are not a guarantee of future performance.

A bluechip fund is a type of mutual fund that invests in well-established, financially stable, and large-cap companies.

• Bluechip funds focus on investing in companies with a proven track record of consistent growth and profitability.

• These funds typically invest in companies that are leaders in their respective industries.

• Bluechip funds are considered less risky compared to other types of mutual funds due to the stability of the companies they invest in.

• Investors looking for lo...read more

Value discovery fund is a type of mutual fund that invests in undervalued stocks with potential for growth.

• Invests in undervalued stocks

• Seeks to identify stocks with potential for growth

• Long-term investment strategy

• May have higher risk but potential for higher returns

• Example: Tata Equity P/E Fund

A factsheet is a document that provides information about a mutual fund's performance, holdings, fees, and other important details.

• Factsheets are typically updated on a monthly or quarterly basis.

• They include information on the fund's investment strategy and objectives.

• Factsheets also provide a breakdown of the fund's holdings by asset class, sector, and geographic region.

• They disclose the fund's fees and expenses, including the expense ratio and any sales charges.

• Factsheets ...read more