Meaning & Definition

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expense ratio

Expense Ratio

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...

interval funds

Interval Funds

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....

capital protection funds

Capital Protection Funds

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...

balanced fund

Balanced Fund

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...

asset allocation funds

Asset Allocation Funds

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...

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target maturity fund

What are Target Maturity Funds – Advantages & Disadvantages

What are Target Maturity Funds? Target Maturity Funds (TMF) are index-tracking debt funds that invest in bonds. Target maturity funds assist investors in navigating the risks associated with debt funds. These funds align their portfolios with the fund's maturity date....

treynor ratio

Treynor Ratio

What is Treynor Ratio in Mutual Funds?  The Treynor ratio is an essential ratio for evaluating mutual funds. It measures the excess return over the risk-free return to the market risk that an investment portfolio can earn. In other words,...

dividend payout

Dividend Payout Ratio

A company’s dividend payout policy is the decision about the distribution of the company’s profits to its shareholders. A dividend payout policy of a firm is a financial decision that involves decisions on dividend payout ratio, and the frequency of...