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.

mutual fund portfolio overlap

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...

mutual fund custodian

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

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

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

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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Nifty 50 Equal Weight Index

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-image

 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

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...