Mutual Fund FAQ

What is a Mutual Fund?
A mutual fund is an investment vehicle through which investors put in money that is pooled for investment into stocks, bonds, and other asset classes. Mutua...
Mon, 25 Jul, 2022 at 5:15 PM
How do you analyze a mutual fund’s performance?
Investors can search for the funds directly through the search option. If one searches for schemes from Axis Mutual Fund in the search box, a drop-down menu...
Mon, 25 Jul, 2022 at 5:15 PM
How does the ‘Check Before You Buy’ feature work in comparing mutual funds?
Another feature that can be used to check the fund’s performance is the Trendlyne Pass Scores under  ‘Check Before You Buy’. This gives an insight into the ...
Mon, 25 Jul, 2022 at 5:15 PM
What is the ‘Quick Filter’ feature?
The Quick Filter feature allows investors to search for holdings in the fund based on one’s criteria. When you click on Quick Filter, you can see v...
Mon, 25 Jul, 2022 at 5:15 PM
Trendlyne’s features that help you choose the right mutual fund scheme
When you click on a fund category, you can see a summary of metrics for the schemes in that category, like Morningstar rating, returns in the past day, week...
Mon, 25 Jul, 2022 at 5:15 PM
What is the Trendlyne Checklist Score?
Investors can use the quick filter and search option to find funds based on one’s desired criteria. For example, you can use the Trendlyne Checklist Score (...
Mon, 25 Jul, 2022 at 5:15 PM
What is Trendlyne’s ‘Returns’ filter?
One can also use the filter function to sift through schemes based on long-term performance, find out the high and low NAV, the rank of the fund, etc.
Mon, 25 Jul, 2022 at 5:15 PM
What is Trendlyne’s ‘Risk vs Reward’ filter?
The Risk vs Reward section allows users to compare the Sharpe and Sortino ratios for particular schemes. Users can use the Sharpe and Sortino ratios to eval...
Mon, 25 Jul, 2022 at 5:15 PM
What is the ‘Scores and Ratings’ filter?
Users can evaluate Mutual Fund schemes using the ‘Scores and Ratings’ filter. Here you can find the Morningstar rating for the schemes in a particular categ...
Mon, 25 Jul, 2022 at 5:15 PM