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.

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...

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...

perpetual sip

What is Perpetual SIP?

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...

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How-to-chek-Mutual-Fund-Status-from-Folio-Number

Check Mutual Fund Status With Folio Number

What is the Folio Number? When you invest in a mutual fund scheme, the asset management company (AMC) generates a unique folio number linked to your Permanent Account Number (PAN). This number is also referred to as a Folio Number....

nfo vs ipo

NFO Vs IPO

Often investors have confusion between Initial Public Offering (IPO) and New Fund Offer (NFO). They presume that both represent similar investment opportunities. Also, both IPO and NFO are primary market offerings. Therefore, it is crucial to understand the difference between...

interval funds

Interval Funds

There are several types of mutual fund schemes available in the market. SEBI has categorised different types of schemes to help investors understand them better. Also, this categorisation is based on the underlying assets they invest in, investment horizon, etc....