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  1. Surveys
  2. 2005
  3. May
  4. M
  5. MonthlyFundUpdate
0%
 



Given below are certain items proposed to be included in the 'Monthly Fund Update/Fact Sheet' where the portfolio of each scheme is disclosed by all AMC's.

Please evaluate the usefulness of each item of information.



If you feel an item will be useful choose a)agree


if you are unsure choose b)Nuetral


if you feel item wont be useful choose c)Disagree
 
 

Explanation of each item
Agree Nuetral Disagree
Investment Objective
Investment Style
Investment Horizon
 
 
These are information related to the Fund Manager. Explanation
Agree Nuetral Disagree
Scheme Specific Tenure
Qualification(Background Info)
Manager Commentary
 
 
These are information related Efficiency of AMC. Explanation of each item
Agree Nuetral Disagree
Churn Ratio
Expense Ratio
Management and Trusteeship Fee Ratio
 
 
These are indicative numbers about the Portfolio Performance Explanation of each item
Agree Nuetral Disagree
Jensons Alpha.
Weighted P/E ratio of entire Portfolio.
Weighted P/BookValue ratio of entire Portfolio.
 
 
These are measures about total funds(money) under the scheme Explanation of each item
Agree Nuetral Disagree
AUM of Previous Month
Average AUM of Previous Month
Largest Holding Percentage
20 % Limit as per last AUM
 
 
These are measures of risk of the scheme Explanation of each item
Agree Nuetral Disagree
Beta
Standard Deviation
Downside Risk
Sharpe Ratio
Treynor Ratio
Sortino Ratio
VaR
 
 
These are measures about how the portfolio is structured
Agree Nuetral Disagree
Portfolio Value Concentration Indicator
Portfolio Sector Concentration Indicator
Asset Allocation Bar Chart
Asset Allocation Pie Chart
 
 
These are other useful information in a 'Fund Update'
Agree Nuetral Disagree
Summary of Schemes(Table)
Commentary from Equity Head(Market Outlook)
Commentary from Managing Director( Market Outlook)
 
 

Rank the following information in a 'Monthly Fund Update' in order of importance. sd
Details about Fund Manager
Rating of Scheme by External Agencies
Details of Stocks in portfolio
Returns of the Scheme
Information regarding Portfolio risk(beta,VaR etc)
Basic Information on Scheme(load,min amount etc)
Portfolio Snapshot(p/e,p/bv etc)
Scheme Expense Numbers(expense ratio,churn etc)
Assets under management related
NAV related
 
 
These are measures of returns of the scheme
Agree Nuetral Disagree
NAV High/Low (52 week)
Returns(1 month,3 month,6 month)
Returns(1 year,3 year, 5 year)
Returns vs Benchmark(Bar Chart Representation)
 
 
 
Any suggestions on anything else to be included in the monthly disclosures.
   
 
Please contact [email protected] if you have any questions regarding this survey.
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