How to track mutual fund performance?

First Classify Type of Fund. Debt or Equity,

For Equity Check Following Parameters weightage wise (But check Sub category like Thematic fund. Sectoral Fund,  Midcap/Smallcap/Largecap/Multicap)

A. Qualitative: Asset management Company History, Fund Manager History, Management Approach towards Asset management, Group company Psychology, Customer Focus.

B. in Quantitative Analysis

1. Three Year (daily) Rolling Returns

2. Sharp

3. Std. Deviation

4. Sortino

5. Beta

For Debt Funds : Type of Fund : Accrual or Duration

For Accrual Check :

1. Yield

2. Paper Quality (underlying asset quality/rating)

3. Average Maturity

4. Liquity

5. Credit Exposure

6. Fund Management Expense/Fees

For Duration Check:

1. Mod

2. Composition of Fund wrt. Gsec

3. Avg. Maturity

5. Yield (Fluctuates if movement in Longer/shorter end of the Yield curve is choppy )

1. look at the AUM

2. Volatility and risk ratios

3. Expense ratios and ranking

4. history and holding along with fund manger profile

You can track how well your fund is doing by either going to the website of the company that is managing your mutual fund and looking for the fund code or name and checking the general performance, or by looking at your personal statements to see how your own money did. Last but not least, you can check in with your financial advisor and they can review your personal account's performance with you.

Measure the performance of investment fundsThe standard net asset value basis upon which the investment fund's performance calendar. It consists net asset value of the total assets minus total liabilities of the Fund, and in more detail: is the market value of all securities owned plus any dues to the Fund receivable and any other cash obligations after any discount on the fund. The unit price is calculated by dividing the net asset value on the number of issued units.The higher unit value of the Investment Fund increased return on investment in this fund. And influenced by the performance of investment funds such as other investment instruments by various factors depending on the affected securities listed therein; what is reflected on the overall performance of the fund and the value of its units. And diligent managers and employees in these funds to achieve the highest possible growth rates, and best performance by trying to identify these factors, and employ their professionalism and their ability to adapt to improve the performance of these funds. It varies depending on the performance of the fund managers the ability to identify these factors, and therefore competing investment funds to attract the most experienced and professional people to know these factors and take them.After the ROI calculation to the Fund can assess the yield of different aspects, it may be absolutely any calendar return that the fund has achieved in a given period without comparison returns and other financial instruments or general index or sector index, in addition to evaluating the yield proportionally by comparison, or calendar return after taking the level of risk inherent in the mind.How do you choose between the funds raisedTo choose the right mutual fund investor should review the quantitative criteria that relate to the fund's fees and performance and risking, in addition to measures of return on risk. Moreover be reviewed quality standards because of their importance in achieving a better quantitative criteria. Among the most important quality criteria, for example, but not limited to: the management team, and strategic investment, the size of the fund, and members of the Board of Directors.

If you are checking the monthly performance of Mutual fund then we have compare the last price of the mutual fund with   current price.if the price is higher as compare to last month price then the fund is performing.