Mutual Fund Portfolio Overlap
Meaning of Mutual Fund Portfolio A mutual fund is an investment vehicle that pools money from investors and invests in purchasing assets like equity, bonds, government securities and other securities. The mutual fund portfolio is designed to match its investment...
Custodian in Mutual Fund
Mutual funds are gaining importance and have become a preferred investment option among investors. There is convenience and ease of investing and tracking the mutual fund investments. A mutual fund organisation aims to trade in stocks, bonds and other securities...
Portfolio Turnover Ratio
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...
Tracking Error in Index Funds
Are you looking for a passive investment fund for your financial goals? Are you looking for returns that match the stock market? Then index funds can serve your purpose. This is a passive mutual fund that tracks and replicates the...
R Squared
What is R Squared? R-Squared measures the extent of variation in the dependent variable due to the independent variable. In other words, it tells how much a variable's performance can be due to the behaviour of another variable. The value...
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Equal Weight Index
What is an Equal Weight Index? An equal-weight index is a stock market index that gives the same weightage to all stocks that are included in it. In other words, each stock in the index is given the same importance...
Shariah Compliant Mutual Funds
What is Shariah Law? Shariah is Islam's religious law derived from the Quran. It acts as a code of living that all Muslims adhere to and includes guidelines for praying, fasting and even investing.Shariah investing means investing as per the...
Gold ETF vs Gold Mutual Fund
There is a sentimental value and undying love for gold among Indians. Also, this has increased over the past few decades. In fact, many investors know that gold can be a great hedge against inflation and equity investment. Also, investing...