The stock market is currently at a record high, raising the crucial question for investors about the management of their existing investments. Typically, investors refer to a factsheet for returns, which provides month-end data known as scheme returns. However, these may not reflect the actual returns for an investor, since in an open-end scheme, investments can be made on any day, differing from the dates listed in the factsheet. Consequently, this leads to varying returns for different investors. It's essential to calculate your own returns to make informed decisions, rather than relying solely on scheme returns. For instance, examining the data of a flexicap fund reveals that individual returns can significantly differ from the scheme returns, underscoring the importance of determining your personal investment returns from the date of your investment to the reference date.
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully.
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