Things to Consider in Mutual Fund Offer Documents | Wishfin

The first thing that comes to the mind with mutual fund is the popular television commercial ad saying, “Mutual fund investments are subject to market risks. Please read the offer document carefully before investing”. It is absolutely true, and as an investor, you must pay attention to the same. But reading the offer document is not that easy as said in the commercial. The scheme related offer documents (ODs), which can run into several pages, are full of legal and financial jargon that can’t be comprehended easily by a retail investor. As a result, investors get confused and rely on the advices of financial advisor to take decisions on mutual fund investments. So while reading ODs, make sure you study below mentioned aspects to put yourself in the right position.

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