Mutual Fund FAQ

What is a Mutual Fund?
A Mutual Fund is a financial instrument where investors pool their money to invest in stocks, bonds, or other asset classes. These funds are managed by p...
Thu, 27 Feb, 2025 at 5:48 PM
How can I analyze the performance of a mutual fund?
To analyze a mutual fund’s performance, follow these steps: 1. Search for Funds: Use the search bar to look up specific funds or schemes. For example,...
Thu, 27 Feb, 2025 at 5:51 PM
How does the 'Check Before You Buy' feature help in comparing mutual funds?
The 'Check Before You Buy' feature on Trendlyne uses Pass Scores to evaluate a mutual fund’s performance, operations, portfolio, and risk/reward....
Thu, 27 Feb, 2025 at 5:53 PM
What is the ‘Quick Filter’ feature?
The 'Quick Filter' feature helps investors efficiently search and filter mutual fund holdings based on specific criteria. Clicking 'Qui...
Thu, 27 Feb, 2025 at 5:55 PM
How do Trendlyne’s features help you choose the right mutual fund scheme?
By selecting a fund category, you can view a summary of key metrics for the schemes within that category, such as Morningstar ratings, returns over diffe...
Thu, 27 Feb, 2025 at 5:57 PM
What is the Trendlyne Checklist Score?
Investors can use the quick filter and search options to find funds that meet their specific criteria. For example, the Trendlyne Checklist Score (out of...
Thu, 27 Feb, 2025 at 5:59 PM
What is Trendlyne’s ‘Returns’ filter?
The ‘Returns’ filter helps users sort through mutual fund schemes based on their long-term performance. Investors can view metrics such as Returns, Categ...
Thu, 27 Feb, 2025 at 6:01 PM
What is Trendlyne’s ‘Risk vs Reward’ filter?
The ‘Risk vs Reward’ filter lets users compare key metrics such as Alpha, Beta, Sharpe ratio, Sortino ratio, Treynor ratio, and Standard Deviation for sp...
Thu, 27 Feb, 2025 at 6:03 PM
How can I import my Mutual Funds portfolio to Trendlyne?
You can import your Mutual Fund holdings to your Trendlyne account using the Excel Import feature. Here’s how: 1. Create a New Account: Click on ‘...
Thu, 27 Feb, 2025 at 6:07 PM
Can I Import Mutual Fund portfolios directly using MF Central?
To access Mutual Fund data directly from MF Central, an ARN, RA, or RIA license is required. We are currently in the process of obtaining one of these li...
Wed, 14 Aug, 2024 at 3:48 PM