Registrar and Transfer Agents in Mutual Funds
What is RTA (Registrar and Transfer Agents) in Mutual Fund? The full form of RTA is Registrar and Transfer Agents. These are firms registered with the Securities and Exchange Board of India (SEBI). RTAs facilitate record maintenance in mutual fund...
What is the Difference Between Trail and Upfront Commission?
An upfront commission is paid to the broker or mutual fund distributor on the same month as the purchase of the mutual fund investments. A trail commission is paid every year until the investment is withdrawn. What is Trail Commission?...
Sortino Ratio
What is Sortino Ratio in Mutual Funds? The Sortino ratio in mutual funds is a statistical tool that is useful to measure the performance of the fund with respect to the downward deviation. In other words, this ratio is used...
Different Types of Mutual Funds in India
At present, there are multiple types of Mutual funds are available to start investing. So, it becomes important to know the nature of the different types of mutual funds to make the right investment decision.
Net Investment – Meaning & Gross Investment Vs Net Investment
What is Net Investment? Net investment is the difference between the total amount of money a company spends on capital assets and the cost of depreciation of those assets. It indicates how much a company is spending to maintain and...
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Inverse ETFs
What Are Inverse ETFs? An inverse ETF is a type of Exchange Traded Fund (ETF) that gains from a drop in the value of an underlying benchmark. Similar to leveraged ETFs, inverse ETFs also deal in financial derivatives. Inverse ETFs...
Mutual Fund Portfolio Overlap
Meaning of Mutual Fund Portfolio A mutual fund is an investment vehicle that pools money from investors and invests in purchasing assets like equity, bonds, government securities and other securities. The mutual fund portfolio is designed to match its investment...
Custodian in Mutual Fund
Mutual funds are gaining importance and have become a preferred investment option among investors. There is convenience and ease of investing and tracking the mutual fund investments. A mutual fund organisation aims to trade in stocks, bonds and other securities...