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.

asset allocation funds

Asset Allocation Funds

What is Asset Allocation Fund? Asset Allocation funds are balanced funds that invest in a mix of asset classes. These asset classes can be equity, debt, equity derivatives, real estate, commodities, etc. The fund portfolio is spread across more than...

treynor ratio

Treynor Ratio

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,...

difference between ultra short term funds vs liquid fund

Ultra Short Term Funds vs Liquid Funds

Mutual fund investments have become a popular investment option in India. One can invest for both short term and term horizon in mutual funds. For short term investments in mutual funds, investors come across ultra short term funds and liquid...

best bond funds in india

Best Bond Funds in India

What are Bond Funds? Bond funds are a type of debt mutual fund that invests solely in bonds. These funds pool money from investors and invest in one form of bond (for example, government bonds) or a mix of bonds...

net profit margin

Net Profit Margin

Financial statements contain crucial financial information of the company. Interpreting this information through different methodologies is very useful for the fundamental analysis of a company. One such methodology is a profitability ratio that provides an understanding of company financial performance...

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factor investing

Factor Investing

Mutual funds have become an ideal form of investment where investors need not worry about selecting stocks or assets to maximise wealth. Investors have to simply select a mutual fund scheme and invest in it. However, there are certain costs...

private equity fund

Private Equity Fund

What is a Private Equity Fund? A private equity fund is a shared or collective investment scheme that invests across equity and debt instruments. Investors of PE funds directly invest in private companies. It is an alternative investment option for...

mutual fund charges

Mutual Fund Charges

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...