So far in the series, we’ve talked about why you should invest, some basic personal finance math, and why mutual funds are a good avenue to invest. When you want to invest in mutual funds, you’ll have to do some research on the fund. One of the key documents when doing mutual fund diligence is the mutual fund fact sheet. The fact sheet of a scheme gives you important details like the objective of a scheme, the portfolio of the scheme, key ratios, historical performance, and expense ratios.
In this video, @Karthik explains what a fact sheet is.
You can dive deeper into the topic here: