Portfolio Rebalancing
Portfolio Rebalancing is a strategy of realigning the securities weights in a portfolio to maintain the target asset allocation and risk profile. It involves selling a few investments and buying to increase investment in existing securities or adding funds to...
Indexation – Meaning, Benefits and Calculation
Investments carry risks, the higher the risk the higher the returns and returns are subject to capital gain tax. Indexation here plays a vital role. Indexation helps in lowering down the comprehensive tax liability by regulating the purchase price of...
Systematic Transfer Plan (STP)
What is Systematic Transfer Plan (STP)? Systematic Transfer Plan (STP) is a mutual fund plan through which an investor transfers a fixed amount. It is transferred from one mutual fund i.e source scheme to another mutual fund i.e. target scheme....
Association of Mutual Funds in India (AMFI)
What is AMFI? AMFI, The Association of Mutual Funds in India, a non-profit government organization. SEBI regulates it primarily. Further, it dedicates itself to maintaining a Mutual Fund industry that is run across ethical lines. It maintains a high level...
CAMSonline
Computer Age Management Service (CAMS) is a Mutual Fund Transfer Agency that provides technology-enabled services to Mutual Funds, investors, Private Equity, etc
Practical Insights For Wealth Creation
Our weekly finance newsletter with insights you can use
Your privacy is important to us
Exit Load in Mutual Funds
What is Exit Load? Exit Load refers to an exit penalty or commission to the fund-house if an investor exits the fund during the lock-in period. The expense ratio and exit load are different. Therefore, before investing in a mutual...
Income Funds
Income funds attempt to generate consistent and regular returns for an investor by investing in government securities, debt instruments, high dividend generating stocks. What is an Income Fund? Income funds belong to the category of debt mutual funds that focuses...
Hedge Funds
What is Hedging? Hedging is an investment strategy to protect profits or limit losses of one asset by buying or selling another asset. In other words, it is when investors protect their investments from future price movements. It is a...