Mutual Fund Exist Strategy
Most of us can easily determine when to invest, where to invest and how to invest, but many fail to understand when to exit from our investments. While everyone talks about the right time to invest, let’s focus on when...
What is Debt?
Debt Meaning The definition of debt is 'an obligation that requires the debtor to pay the money to their creditor.' Debt is nothing but the amount of money one borrows. In other words, it is the money one spends that...
Real Estate Mutual Funds
What are Real Estate Mutual Funds? A Real Estate Mutual Fund is a type of Sector Fund that invests primarily in securities issued by corporations that invest in real estate developments. In essence, it is a fund that offers capital...
Consolidated Mutual Fund Statement
What is Consolidated Mutual Fund Statement? A consolidated mutual fund statement is a summary of all the mutual fund transactions. Consolidated Account Statement (CAS) is a physical statement that records all your financial activities across various mutual funds over the...
Mutual Fund Performance Ratios
With a variety of mutual funds, it often gets difficult to choose the right scheme. Numerous funds and fund managers generate significant returns over the long term and short term. But selecting the right investment for your goal is the...
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Passive Mutual Funds
With the shift towards passive funds, many mutual fund houses are launching several passive mutual funds. They require no management costs or frequent portfolio churns and are often less expensive than active investments. As a result, long-term investors can use...
Information Ratio
What is an Information Ratio? The information ratio compares investments or mutual fund portfolio’s risk-adjusted returns to its benchmark. The goal of this ratio is to indicate excess returns relative to the benchmark, as well as the consistency in generating...
Expected Value
What is Expected Value? Expected Value (EV) is a forecasted value of an investment. It is calculated by multiplying the possible outcomes by the probability of their occurrence and then adding all those values. EV is the long-run average of...