{"id":12056,"date":"2022-06-03T10:39:56","date_gmt":"2022-06-03T05:09:56","guid":{"rendered":"https:\/\/kuvera.in\/blog\/?p=12056"},"modified":"2022-09-30T11:01:47","modified_gmt":"2022-09-30T05:31:47","slug":"factors-affecting-mutual-fund-performance","status":"publish","type":"post","link":"https:\/\/kuvera.in\/blog\/factors-affecting-mutual-fund-performance\/","title":{"rendered":"All You Need to Know about Factors Affecting the Performance of Mutual Funds."},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_40 counter-hierarchy ez-toc-counter ez-toc-light-blue ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" area-label=\"ez-toc-toggle-icon-1\"><label for=\"item-69d4596f84848\" aria-label=\"Table of Content\"><span style=\"display: flex;align-items: center;width: 35px;height: 30px;justify-content: center;direction:ltr;\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/label><input  type=\"checkbox\" id=\"item-69d4596f84848\"><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/kuvera.in\/blog\/factors-affecting-mutual-fund-performance\/#Factors_Affecting_the_Performance_of_Mutual_Funds\" title=\"Factors Affecting the Performance of Mutual Funds.\">Factors Affecting the Performance of Mutual Funds.<\/a><ul class='ez-toc-list-level-4'><li class='ez-toc-heading-level-4'><ul class='ez-toc-list-level-4'><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/kuvera.in\/blog\/factors-affecting-mutual-fund-performance\/#Performance_of_the_underlying_securities\" title=\"Performance of the underlying securities\">Performance of the underlying securities<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/kuvera.in\/blog\/factors-affecting-mutual-fund-performance\/#Any_Economic_changes_occurring_in_sectors_or_industries\" title=\"Any Economic changes occurring in sectors or industries\">Any Economic changes occurring in sectors or industries<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/kuvera.in\/blog\/factors-affecting-mutual-fund-performance\/#Fund_managers_performance\" title=\"Fund manager&#8217;s performance:\">Fund manager&#8217;s performance:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/kuvera.in\/blog\/factors-affecting-mutual-fund-performance\/#Expense_ratio\" title=\"Expense ratio\">Expense ratio<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/kuvera.in\/blog\/factors-affecting-mutual-fund-performance\/#Total_assets_of_a_fund\" title=\"Total assets of a fund\">Total assets of a fund<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/kuvera.in\/blog\/factors-affecting-mutual-fund-performance\/#Cash_flows\" title=\"Cash flows\">Cash flows<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/kuvera.in\/blog\/factors-affecting-mutual-fund-performance\/#What_are_large_cap_equity_funds\" title=\"What are large cap equity funds?\">What are large cap equity funds?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/kuvera.in\/blog\/factors-affecting-mutual-fund-performance\/#What_is_a_mutual_funds_Net_Asset_Value_NAV\" title=\"What is a mutual fund&#8217;s Net Asset Value (NAV)?\">What is a mutual fund&#8217;s Net Asset Value (NAV)?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/kuvera.in\/blog\/factors-affecting-mutual-fund-performance\/#What_are_small_cap_funds\" title=\"What are small cap funds?\">What are small cap funds?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/kuvera.in\/blog\/factors-affecting-mutual-fund-performance\/#Interested_in_how_we_think_about_the_markets\" title=\"Interested in how we think about the markets?\">Interested in how we think about the markets?<\/a><\/li><\/ul><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<p>There are many investment avenues to park your funds and achieve the goal of capital appreciation. <a href=\"https:\/\/app.kuvera.in\/explore\/mf\/c\/all\">Mutual funds<\/a> are one such investment option that is gaining traction among millennial investors due to their stability and high return potential. To know about factors affecting the performance of mutual funds, read on!<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/kuvera.in\/explore\/fixed-deposit\/c\/all\"><img loading=\"lazy\" class=\"size-large wp-image-13417 aligncenter\" src=\"https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2022\/07\/FD-Banner_14-July-2022-1024x334.jpg\" sizes=\"(max-width: 640px) 100vw, 640px\" srcset=\"https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2022\/07\/FD-Banner_14-July-2022-1024x334.jpg 1024w, https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2022\/07\/FD-Banner_14-July-2022-300x98.jpg 300w, https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2022\/07\/FD-Banner_14-July-2022-768x250.jpg 768w, https:\/\/kuvera.in\/blog\/wp-content\/uploads\/2022\/07\/FD-Banner_14-July-2022.jpg 1080w\" alt=\"Online Fixed Deposits on Kuvera\" width=\"640\" height=\"209\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Factors_Affecting_the_Performance_of_Mutual_Funds\"><\/span>Factors Affecting the Performance of Mutual Funds.<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Here are some factors affecting a mutual fund&#8217;s performance:<\/span><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"Performance_of_the_underlying_securities\"><\/span>Performance of the underlying securities<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">A mutual fund may invest in multiple asset classes, for example, <a href=\"https:\/\/app.kuvera.in\/explore\/mf\/c\/all\/debt\">debt<\/a> and <a href=\"https:\/\/app.kuvera.in\/explore\/mf\/c\/all\/equity\">equity<\/a>. The performance of a scheme depends on the fund&#8217;s asset allocation and its investment objective. Hence, the performance of a mutual fund is directly related to how these underlying securities are performing.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, let&#8217;s say that a mutual fund invests 75% of its total corpus in equity and equity-related instruments. At the same time, the rest of the financial assets are allocated to debt instruments.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In such a case, the performance of mutual funds will get affected during market downturns. However, efficient managers use diversification tactics to reduce portfolio risk. They invest in equities of different sectors and geographies. This reduces the chances of a drastic fall in performance in case markets of one country witness a downturn. A well-diversified portfolio plays a vital role in generating stable and decent returns.\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"Any_Economic_changes_occurring_in_sectors_or_industries\"><\/span>Any Economic changes occurring in sectors or industries<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">One has to keep track of economic trends emerging in any sector. Economic changes in any particular industry can affect a fund&#8217;s performance positively or negatively. Changes in government policy towards a sector will have a bearing on the stock price of companies in that sector. This will also affect the <a href=\"https:\/\/kuvera.in\/blog\/what-is-nav\/\">Net Asset Value (NAV)<\/a> of a mutual fund if the scheme has invested its fund corpus in those stocks.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, if there is a favorable policy change for real estate, there will be an uptick in house demand. This will increase the demand for cement, steel, and other construction materials. Hence prices of these stocks will see rapid growth. So mutual funds units investing in these stocks will see positive returns.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Similarly, during the COVID-19 pandemic, the stock price of various drugs and pharmaceutical companies saw exponential growth in their stock price. So those mutual funds investing in equity instruments of these companies saw positive growth in their value.<\/span><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"Fund_managers_performance\"><\/span>Fund manager&#8217;s performance:<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">A fund manager and their team handle every mutual fund professionally. Hence, a fund&#8217;s performance greatly depends on how the manager and his team are performing. Decisions and strategies taken by fund managers will have a crucial impact on a fund&#8217;s performance.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">They must carry out regular analysis and review of their portfolio and make necessary adjustments. Investors must go for a mutual fund that is handled by an experienced fund manager with a proven track record. An experienced fund manager will know how to maneuver tricky situations and keep investors&#8217; money safe.\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"Expense_ratio\"><\/span>Expense ratio<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<\/ul>\n<p>Total expense ratio <span style=\"font-weight: 400;\">or<\/span> <span style=\"font-weight: 400;\">simply expense ratio is fees or costs that an asset management company imposes on its investors. It includes commission, brokerage fees, operational expenses, etc. These charges help in running a mutual fund scheme. The expense ratio plays a crucial role in determining the returns earned by an investor.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Higher expense ratios will translate to lower profits, and lower expense ratios will increase the return potential of a mutual fund. Investors must thoroughly read the scheme-related documents and check these charges before investing.\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"Total_assets_of_a_fund\"><\/span>Total assets of a fund<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The total size of a fund or assets under management plays an important role in determining a fund&#8217;s performance. <\/span>Asset management <span style=\"font-weight: 400;\">companies must ensure that the size of the fund must not be so large that the portfolio becomes unmanageable.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">On the other hand, if a fund size is too small, it will not give enough leverage to managers to maneuver their holdings. It is crucial to maintain a well-balanced AUM. It should not be too small or too large, as the fund&#8217;s size directly affects the performance or returns that a fund can generate.\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"Cash_flows\"><\/span>Cash flows<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Cash inflow of a mutual fund means the amount of money invested in a particular mutual fund scheme. If a fund sees a massive influx of investment, then it gives managers optimal resources to diversify their portfolio by investing across various sectors and geographies.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Therefore, positive cash flows in any fund will see better performance. If a fund witnesses too many redemption requests due to negative investor sentiments, then the manager or AMC will have to sell off the securities to honor the requests. This will mean poor fund performance due to a lack of resources to diversify the portfolio.\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><strong>Final Word\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0<\/strong><\/p>\n<p>Performance of mutual funds <span style=\"font-weight: 400;\">depends on the factors discussed above. Investors must analyse the current performance of the fund before investing their money. If it is a new scheme, then the past performance and strategies adopted by AMCs must be considered to check whether they align with your investment goals.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Start your investment journey with a zero commission, a zero-brokerage platform like <\/span><a href=\"https:\/\/kuvera.in\/explore\/mf\/c\/all\"><span style=\"font-weight: 400;\">Kuvera.<\/span><\/a><span style=\"font-weight: 400;\"> You can open a free mutual fund account at Kuvera and start investing from direct plans of 40+ AMCs.\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><b>Frequently Asked Questions\u00a0\u00a0\u00a0\u00a0<\/b><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"What_are_large_cap_equity_funds\"><\/span>What are large cap equity funds?<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/app.kuvera.in\/explore\/mf\/c\/all\/equity\/large-cap-fund\">Large cap Equity funds<\/a> invest a significant portion of their fund corpus in large-cap companies. These companies include the top 100 companies in terms of market capitalisation. They are the most stable option among equity mutual funds over a long period.\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"What_is_a_mutual_funds_Net_Asset_Value_NAV\"><\/span>What is a mutual fund&#8217;s Net Asset Value (NAV)?<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">NAV is the market value of a particular mutual fund scheme on any given date. This denotes the market value of underlying securities of that scheme. It varies daily depending on how stocks perform on stock exchanges during trading hours.\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"What_are_small_cap_funds\"><\/span>What are small cap funds?<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/kuvera.in\/explore\/mf\/c\/all\/equity\/small-cap-fund\">Small cap funds<\/a> invest a significant portion of their fund corpus in stocks of small-cap companies. These include companies ranked below 250 in terms of market capitalization. These funds are highly volatile and not suitable for risk-averse investors.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h4><span class=\"ez-toc-section\" id=\"Interested_in_how_we_think_about_the_markets\"><\/span>Interested in how we think about the markets?<span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p>&nbsp;<\/p>\n<p>Read more: <a href=\"https:\/\/kuvera.in\/blog\/category\/zen-and-the-art-of-investing\/\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>Zen And The Art Of Investing<\/strong><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>Watch\/hear on YouTube:<\/p>\n<p>&nbsp;<\/p>\n<p><iframe loading=\"lazy\" title=\"How to choose between Stocks &amp; Mutual funds | Explained\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/N1li1d9X0jw?list=PLDSzQdT9nLmBFD2p94O5p2pZ4vEUR-Thz\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe><\/p>\n<p>&nbsp;<\/p>\n<p>Start investing through a platform that brings goal planning and investing to your fingertips. Visit <a href=\"https:\/\/app.kuvera.in\/\"><strong>Kuvera.in<\/strong><\/a> to discover <a href=\"https:\/\/kuvera.in\/blog\/direct-plans-better\/\"><strong>Direct Plans<\/strong><\/a> and <strong><a href=\"https:\/\/app.kuvera.in\/explore\/fixed-deposit\/c\/all\">Fixed Deposits<\/a><\/strong> and <a href=\"https:\/\/kuvera.in\/user\/login\"><strong>start investing today.<\/strong><\/a><\/p>\n<p>#MutualFundSahiHai #KuveraSabseSahiHai!<\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n\n<table id=\"tablepress-2103\" class=\"tablepress tablepress-id-2103\">\n<thead>\n<tr class=\"row-1 odd\">\n\t<th class=\"column-1\"><\/th><th class=\"column-2\">Top Asset Management Companies<\/th><th class=\"column-3\"><\/th>\n<\/tr>\n<\/thead>\n<tbody class=\"row-hover\">\n<tr class=\"row-2 even\">\n\t<td class=\"column-1\"><a href=\"https:\/\/kuvera.in\/explore\/funds\/idfc\">IDFC Mutual Fund<\/a><\/td><td class=\"column-2\"><a href=\"https:\/\/kuvera.in\/explore\/funds\/quant\">Quant Mutual Fund<\/a><\/td><td class=\"column-3\"><a href=\"https:\/\/kuvera.in\/explore\/funds\/canara\">Canara Robeco Mutual Fund<\/a><\/td>\n<\/tr>\n<tr class=\"row-3 odd\">\n\t<td class=\"column-1\"><a href=\"https:\/\/kuvera.in\/explore\/funds\/tata\">Tata Mutual Fund<\/a><\/td><td class=\"column-2\"><a href=\"https:\/\/kuvera.in\/explore\/funds\/dsp\">DSP Mutual Fund<\/a><\/td><td class=\"column-3\"><a href=\"https:\/\/kuvera.in\/explore\/funds\/uti\">UTI Mutual Fund<\/a><\/td>\n<\/tr>\n<tr class=\"row-4 even\">\n\t<td class=\"column-1\"><a href=\"https:\/\/kuvera.in\/explore\/funds\/whiteoak\">Whiteoak Mutual Fund<\/a><\/td><td class=\"column-2\"><a href=\"https:\/\/kuvera.in\/explore\/funds\/motilal\">Motilal Oswal Mutual Fund<\/a><\/td><td class=\"column-3\"><a href=\"https:\/\/kuvera.in\/explore\/funds\/mirae\">Mirae Asset Mutual Fund<\/a><\/td>\n<\/tr>\n<tr class=\"row-5 odd\">\n\t<td class=\"column-1\"><a href=\"https:\/\/kuvera.in\/explore\/funds\/icici\">ICICI Prudential Mutual Fund<\/a><\/td><td class=\"column-2\"><a href=\"https:\/\/kuvera.in\/explore\/funds\/hdfc\">HDFC Mutual Fund<\/a><\/td><td class=\"column-3\"><a href=\"https:\/\/kuvera.in\/explore\/funds\/absl\">Aditya Birla Sunlife Mutual Fund<\/a><\/td>\n<\/tr>\n<tr class=\"row-6 even\">\n\t<td class=\"column-1\"><a href=\"https:\/\/kuvera.in\/explore\/funds\/barodabnpparibas\">Baroda BNP Paribas Mutual Fund<\/a><\/td><td class=\"column-2\"><a href=\"https:\/\/kuvera.in\/explore\/funds\/invesco\">Invesco Mutual Funds<\/a><\/td><td class=\"column-3\"><a href=\"https:\/\/kuvera.in\/explore\/funds\/jm\">JM Financial Mutual Funds<\/a><\/td>\n<\/tr>\n<tr class=\"row-7 odd\">\n\t<td class=\"column-1\"><a href=\"https:\/\/kuvera.in\/explore\/funds\/tata\">Tata Mutual Funds<\/a><\/td><td class=\"column-2\"><a href=\"https:\/\/kuvera.in\/explore\/funds\/nippon\">Nippon Mutual Funds<\/a><\/td><td class=\"column-3\"><a href=\"https:\/\/kuvera.in\/explore\/funds\/franklin\">Franklin Templeton Mutual Funds<\/a><\/td>\n<\/tr>\n<tr class=\"row-8 even\">\n\t<td class=\"column-1\"><a href=\"https:\/\/kuvera.in\/explore\/funds\/sundaram\">Sundaram Mutual Fund<\/a><\/td><td class=\"column-2\"><a href=\"https:\/\/kuvera.in\/explore\/funds\/edelweiss\">Edelweiss Mutual Funds<\/a><\/td><td class=\"column-3\"><a href=\"https:\/\/kuvera.in\/explore\/funds\/l_t\">L&amp;T Mutual Funds<\/a><\/td>\n<\/tr>\n<tr class=\"row-9 odd\">\n\t<td class=\"column-1\"><a href=\"https:\/\/kuvera.in\/explore\/funds\/axis\">Axis Mutual Fund<\/a><\/td><td class=\"column-2\"><a href=\"https:\/\/kuvera.in\/explore\/funds\/kotak\">Kotak Mutual Fund<\/a><\/td><td class=\"column-3\"><a href=\"https:\/\/kuvera.in\/explore\/funds\/lic\">LIC Mutual Fund<\/a><\/td>\n<\/tr>\n<tr class=\"row-10 even\">\n\t<td class=\"column-1\"><a href=\"https:\/\/kuvera.in\/explore\/funds\/dsp\">DSP Mutual Fund<\/a><\/td><td class=\"column-2\"><a href=\"https:\/\/kuvera.in\/explore\/funds\/iifl\">IIFL Mutual Fund<\/a><\/td><td class=\"column-3\"><a href=\"https:\/\/kuvera.in\/explore\/funds\/parag\">Parag Parikh Mutual Funds<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<!-- #tablepress-2103 from cache -->\n","protected":false},"excerpt":{"rendered":"<p>There are many investment avenues to park your funds and achieve the goal of capital appreciation. Mutual funds are one such investment option that is gaining traction among millennial investors due to their stability and high return potential. To know about factors affecting the performance of mutual funds, read on! &nbsp; &nbsp; Factors Affecting the [&#8230;]<\/p>\n<p><a class=\"btn btn-secondary understrap-read-more-link\" href=\"https:\/\/kuvera.in\/blog\/factors-affecting-mutual-fund-performance\/\">Read More&#8230;<\/a><\/p>\n","protected":false},"author":11,"featured_media":12062,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_mi_skip_tracking":false},"categories":[99,91,822],"tags":[286,677,728,329,67,895,249],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Factors Affecting Performance of Mutual Funds - Kuvera<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/kuvera.in\/blog\/factors-affecting-mutual-fund-performance\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Factors Affecting Performance of Mutual Funds - Kuvera\" \/>\n<meta property=\"og:description\" content=\"There are many investment avenues to park your funds and achieve the goal of capital appreciation. 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