
FPSB India
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...

OTM in Mutual Fund
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...

Sinking Fund
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...

Asset Under Management
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.

Absolute Return vs CAGR
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...
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What is an Index Fund?
Index Fund Meaning and Definition Index mutual funds aim to replicate a financial market index closely. These funds invest in the same securities as the benchmark index and in the same ratio. For example, an index MF that aims to...

What are Quant Funds?
The fund managers manage the mutual fund portfolio with extensive research and evaluation of voluminous data. There are different investment strategies that the fund manager uses on basis of fund objective. A mix of passive and active investing in mutual...

What are Opportunity Funds?
There are different investing styles that fund managers adopt for different schemes. Depending on the investment strategy and investment mandate, the fund manager effectively looks for opportunity and invests the corpus of the scheme. Once such a mutual fund scheme...