How to classify mutual funds
This query is : Resolved
08 October 2008
what is the way to find out by ourselves whether investment made by client in mutual funds are equity oriented or debt oriented?
08 October 2008
If fund consists 65% or more in equity investment then it is Equity oriented fund otherwise Debt oriented.
CA PIYUSH JAIN
CA PIYUSH JAIN
08 October 2008
Go in concerened fund agency web site and try to bring out the prospectus of related fund.
Message likes :
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09 October 2008
as mr.jitendra said, you need to look for the investment portfolio - the scrips / papers in which the investment is being made by the fund
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