Trupti Jalan

Trupti Jalan is a Certified Financial Planner. She has diversified and rich experience in personal finance for more than 5 years. Her previous associations were with asset management companies and investment advising firms. She brings in financial markets subject matter expertise to the team and create easy going investment content for the readers.

treynor ratio

What is Treynor Ratio in Mutual Funds? How to Calculate & Formula

What is Treynor Ratio in Mutual Funds?  The Treynor ratio is an essential ratio for evaluating mutual funds. It measures the excess return over the risk-free return to the market risk that an investment portfolio can earn. In other words,...

return on capital employed

What is Return on Capital Employed (ROCE) & How to Calculate It

Companies use different financial tools to help them understand their progress and calculate their profit or losses. Also, such tools help investors decide if a company is good to invest in. Accounting ratios are one of the financial ratios that...

portfolio turnover ratio

What is Portfolio Turnover Ratio & How to Calculate It?

What is Portfolio Turnover Ratio? The Portfolio Turnover Ratio or PTR indicates the rate at which the fund managers buy or sell portfolio holdings of a mutual fund. In other words, the portfolio turnover ratio shows the percentage change of...

asset turnover ratio

What is Asset Turnover Ratio? Formula, Total Asset Turnover

There are different types of financial ratios available to compare the company’s performance and track the overall financial health of the company. These accounting ratios are important for analysing the financial statements and comparing them with competitors. One such ratio...

difference between sip and stp

SIP vs STP | Difference Between SIP and STP

Investing in  mutual funds through the Systematic Investment Plan SIP has become quite popular in the past few years. However, other than SIP, some methods serve the purpose of investing and withdrawing systematically. Therefore, one can use the Systematic Transfer...

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mutual fund charges

Mutual Fund Charges, Fees, and Pricing in India Explained

Mutual funds are gaining popularity because they deliver attractive returns to investors. Also, these funds are managed by professional fund managers with expertise in this domain. If you are a new investor in mutual funds, you must know the costs...

fd vs sip

SIP vs FD: What is Better? Fixed Deposit vs SIP Comparison

The Indian financial market has been witnessing many changes in recent years. Newly financial instruments have gained prominence along with the previous instruments that exist. Hence, there are plenty of investment options in the industry, like stocks, fixed deposits, mutual...

perpetual sip

What is Perpetual SIP? Meaning and Benefits in Mutual Funds

Investors who also prefer investing in mutual funds for the long term usually opt for a systematic approach for their investments through the SIP route. A systematic Investment Plan (SIP) also helps investors invest in mutual funds via electronic transactions...