What is the first step in analyzing an equity mutual fund?

"Conduct a hygiene check to gather basic information about the fund" "Analyze the fund manager's investment strategy and track record" "Review the fund's past performance by looking at historical returns" "Examine the fund's portfolio holdings and asset allocation

What is the significance of a mutual fund's AUM (Assets Under Management)?

"It indicates the fund's popularity and investor confidence" "It reflects the fund manager's experience and expertise" "It determines the fund's expense ratio and fees" "It can impact the fund's ability to manage investments effectively

Why is it important to analyze rolling returns when evaluating a mutual fund?

"To assess the fund's consistency in generating returns over different time periods" "To predict the fund's future performance based on past trends" "To compare the fund's returns to the overall market performance" "To determine the fund's risk level and potential for losses

What does the risk-reward matrix reveal about a mutual fund?

"The fund's ability to generate high returns with minimal risk" "The fund's historical performance compared to its benchmark" "The fund's investment style and asset allocation strategy" "The fund's suitability for different investor profiles

What is the purpose of capture ratios in mutual fund analysis?

"To measure the fund's ability to outperform its benchmark" "To evaluate the fund's risk management capabilities" "To determine the fund's diversification level and asset allocation" "To assess the fund's overall investment strategy