You can view comprehensive information about any mutual fund scheme on Coin by tapping or clicking on the particular mutual fund and scrolling down. Coin displays the following mutual fund scheme details:
NAV information
- Current Net Asset Value (NAV), date, and percentage change from the previous day's NAV
Performance metrics
- CAGR (Compound Annual Growth Rate) from 1 to 5 years
Investment details
- Minimum investment amount set by the AMC
- Exit load applicable to the fund
- Expense ratio of the fund
Fund details
- Chart showing NAV changes over time
- Scheme launch date (all direct schemes launched from 1st January 2013)
- Total AUM (Assets Under Management) - the total market value of investments managed by the asset management company
- Lock-in period (displays as NA if no lock-in applies)
- Risk-o-meter rating by the AMC
- Fund manager's name
Portfolio composition
- Distribution of fund corpus across various sectors
- Complete list of stocks and instruments held by the mutual fund
Documentation
- Scheme documents (redirects to the AMC's website)
- Disclaimer information
