INVESTING IN MUTUAL FUND - BEST WEBSITES - Smart Investor - An investment in knowledge pays the best interest

Hello, Dear Readers,

I trust you're all well. I hope everything is going smoothly in your lives. Before we delve into the heart of this article, I'd like to inquire if you've had the opportunity to explore our series of posts on mutual funds. If you have, please feel free to continue with this article. However, if you haven't had the chance yet, I encourage you to peruse our collection of articles dedicated to the analysis of mutual funds, here (Part-1, Part-2, Part-3, Part-4, Part-5 and Part-6).

You might be wondering why I'm suggesting you do this. The reason is simple: I believe that when it comes to investing in mutual funds or any other asset class, we shouldn't solely rely on the recommendations of others. Off course, if you have the means to engage a qualified financial advisor to manage your finances, that's a sound choice (and you might not need to read further). However, if you're here, it's possible that you either haven't enlisted the services of a financial advisor or prefer to invest based on your own convictions, am I right? Then read the previous articles and come back.

Welcome back after your exploration of our previous articles. It's crucial not to rely solely on others' recommendations when it comes to investing, as building your own conviction in the funds you choose can lead to successful long-term investments. I trust you've grasped the art of selecting the best mutual funds from our earlier articles. Now, let's delve into the web portals we can utilize to analyze these funds.

ET Money: This website stands out for its user-friendliness. It allows you to find funds based on market capitalization, diversification, sector, and themes. Each category provides rankings among the funds, along with returns for a specific fund compared to its category average over various timeframes. ET Money also offers essential details for each fund, such as stock holdings, AUM, charges, age, ratios, and more. You can even compare funds side by side on various parameters.

Morningstar.in: This website excels in providing year-wise return comparisons between your chosen fund, its category, and the index. They also offer daily factsheets for funds, offering a comprehensive view. The Risk & Rating section provides various ratio values compared to the category and index, including capture ratios. You can find extensive details about fund managers, including timelines and stock holding specifics. Other essential fund information is available, including turnover ratio, though it lacks fund-to-fund comparisons.

Investonline.in: This platform impresses with its peer comparison feature over 12 timelines and the "What's in - What's out?" menu, which reveals a fund's recent entries and exits. They also provide comprehensive details and ratios for funds.

Advisorkhoj.com: This unique website offers a screener option to find funds based on your desired metrics. It also provides insights like portfolio overlap between funds and common stocks across various MF schemes, making it valuable for both equity and debt fund research. The platform allows you to compare funds by rolling returns against an index, category, gold, and the Sensex. It's especially useful for new investors.

Bmsmoney.com: This website offers 23 Key Performance Indicators (KPIs) for funds compared to their category averages, along with rankings for these 23 KPIs. What sets it apart is its Pros & Cons feature for funds, as well as performance comparisons against top-performing peers. It provides expected returns for up to 10 years, compares performance between direct and regular plans on a single screen, and presents insightful charts for better fund understanding.

These five websites are among the best for mutual fund analysis, but there are others as well. While these should suffice for your analysis needs, if you come across any other valuable websites, please feel free to share them in the comments section. Share this article with your friends and family to help improve their financial literacy. Thank you for your attention!