As a mutual fund investor you should know different mutual fund terms. Here is collection of mutual fund terminologies their meaning and definition in detail.
Alpha and Beta in Mutual Funds
Risk and return are two sides of the same coin. For any investment, risk and return co-exist. Unless you take the risk, you cannot expect high returns. However, the high risk doesn't always guarantee high returns. The probability of losing...
Sharpe Ratio
What is a Sharpe Ratio in Mutual Funds? Sharpe ratio helps measure the potential risk-adjusted returns from a mutual fund or any investment portfolio. Risk-adjusted returns are returns that an investment generates over and above the risk-free return. It is...
Rolling Returns
While investing in any mutual fund, most retail investors look at the historical returns generated by the scheme. They consider the different period returns, say 1 year, 3 years, and 5 years. This data is readily available. Also, the ultimate motive...
SWP in Mutual Funds
What is SWP in Mutual Fund? Withdrawing from a mutual fund scheme in phases is generally more practical and useful than taking out all your money at once. With systematic withdrawal plans, you can plan and withdraw only what's necessary...
Benchmark in Mutual Fund
What is Benchmark? A benchmark is a point of reference against which you can measure the performance of a security, mutual fund or investment. The benchmark comprises an unmanaged group of securities. These groups of securities become a benchmark for...
Practical Insights For Wealth Creation
Our weekly finance newsletter with insights you can use
Your privacy is important to us
Market Maker
The importance of a market maker in the stock market cannot be understated. Participants in an exchange rely upon them for liquidity. Market Makers may be a firm or individual providing the vital service of infusing liquidity in the market....
Difference Between NAV vs INAV
ETFs have become an increasingly popular way in which people invest or trade in different asset classes. The possibility of intraday trading has added to the attraction. But unlike NAV of mutual funds, ETF traders need up-to-the-minute pricing to harness...
Investment Fund Meaning
What are Investment Funds? Investment funds pool money from various investors with similar interests and purchase securities. Fund managers manage these funds. Each investor retains the ownership of the securities that the fund invests in. Investment funds provide a broad...