Mutual Fund Portfolio will be reviewed on 2 broad parameters
Macro Factors: which includes
- Portfolio Structure
- Portfolio Strategy
- Asset Allocation Mix
- Portfolio Leakages
- Review & Evaluation Process
Micro Factors: which include
- Performance Comparison with ReliaBull Model Portfolio & Peer Group
- Statistical &Portfolio Ratio Analysis
- Advanced Risk-Analytical Tool
- Fund Selection Process
- Future Outlook