Mobile App - Mutual Fund FAQ

How can I access the Mutual Funds section?
To access it, open the Trendlyne app and head to the ‘Mutual Funds’ section, as shown below. Within the ‘Mutual Funds’ section, you will find M...
Wed, 18 Dec, 2024 at 6:08 PM
What is a Mutual Fund?
A mutual fund is an investment vehicle that pools money from investors to invest in stocks, bonds, and other assets. These schemes are managed by fund ma...
Wed, 18 Dec, 2024 at 5:00 PM
How to analyze a mutual fund’s performance?
Investors can use the search option to find funds directly. For instance, searching for ‘Invesco India Focused’ in the search box will display a drop-dow...
Wed, 18 Dec, 2024 at 5:20 PM
How does the ‘Checklist’ feature work in comparing mutual funds?
Another feature to evaluate a fund’s performance is the Trendlyne Pass Scores, available under the ‘Checklist’. This provides insights into the fund’s pe...
Wed, 18 Dec, 2024 at 6:09 PM
What Trendlyne features help you choose the right Mutual Fund Scheme?
When you select a fund category, you will see a summary of key metrics for schemes in that category, including Morningstar ratings, returns over various ...
Wed, 18 Dec, 2024 at 5:48 PM
What is the Trendlyne Checklist Score?
Investors can use the quick filter and search options to find funds based on desired criteria. For example, the Trendlyne Checklist Score (out of 100) he...
Wed, 18 Dec, 2024 at 5:52 PM
What is Trendlyne’s ‘Returns’ filter?
One can also use the filter function to explore schemes based on long-term performance, high and low NAV, fund rank, etc.
Wed, 18 Dec, 2024 at 5:55 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. These ratios help investors evaluate the returns...
Wed, 18 Dec, 2024 at 5:58 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, 18 Dec, 2024 at 6:00 PM
Why do I see a sudden increase in the 'Month change in Shares %' for certain Mutual Fund holdings?
A sharp rise in the 'Month change in Shares %' for a mutual fund's holdings in a specific stock is often due to corporate actions, like stock...
Wed, 18 Dec, 2024 at 6:02 PM