What is Amount Invested? The amount invested refers to the total sum of money that an investor puts into these specific financial instruments. In other words, it is the amount invested is the cumulative cost of the mutual fund investment...

A hedge fund manager is a person who manages the hedge fund. They oversee the operations of the fund. Moreover, they are responsible for the performance of the fund and protecting investor’s assets. This article covers hedge fund manager’s roles...

Exchange-traded funds (ETFs) are pooled marketable securities that function very similarly to mutual funds. Unlike mutual funds, you can buy and sell exchange-traded funds (ETFs) on the stock exchange, similar to conventional stocks. A smart beta ETF expands on a...

What is Expense Ratio in Mutual Fund? The expense ratio or annual fund operating expenses is a ratio that measures the per-unit cost of managing a fund. Simply put, it is a ratio of the fund’s total expenses and it’s...

There are several types of mutual fund schemes available in the market. SEBI has categorised different types of schemes to help investors understand them better. Also, this categorisation is based on the underlying assets they invest in, investment horizon, etc....

Asset Management Companies (AMCs) offer different types of mutual fund schemes to help investors fulfil their financial goals. The schemes are segregated into various categories depending on the risk and investment objective of the scheme. Investors can choose to invest...

What is Balanced Fund? Balanced funds or Balanced Hybrid Funds are a type of hybrid fund. They are open-ended balanced schemes investing in both equity and debt instruments. As per SEBI regulations, these funds have to invest 40%-60% of assets...

What is Asset Allocation Fund? Asset Allocation funds are balanced funds that invest in a mix of asset classes. These asset classes can be equity, debt, equity derivatives, real estate, commodities, etc. The fund portfolio is spread across more than...