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...

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...

The money market is referred to as dealing in debt instruments with less than a year to maturity bearing fixed income. In this article, we will cover the meaning of money market instruments along with its types and objectives. Table...

What is Financial Planning Standards Board of India (FPSB)? Financial Planning Standards Board of India is a Public-Private Enterprise. FPSBI is a Professional Standards Setting body for Financial Planners in India. FPSB India aims to guide and oversee the development...

Investing in a Systematic Investment Plan (SIP) is easy and can be done online in just a few clicks. When you invest in a new fund, you select a scheme and make the first payment to initiate your investment. Once...

Will you invest in a bond with no or low default risk? Is it possible that a bond will have no credit risk? Well, it does through a fund. It is called the sinking fund and it enables a company...

Assets under management (AUM) is the total market value of the investments that are held by the Mutual Fund. In simple terms, it is the money that the mutual fund is handling for their clients/investors.

It is important to analyze the assets under management since it reflects the size and success of the company. The success of the company becomes an important factor, though not the only one, that investors can consider before making any investment.

Returns from an investment can be estimated using both absolute returns and CAGR. On the one hand, absolute returns are a measure of the total return from an investment, irrespective of the time period. CAGR, on the other hand, is...