Mutual Fund Guides

return on capital employed

What is Return on Capital Employed (ROCE) & How to Calculate It

Companies use different financial tools to help them understand their progress and calculate their profit or losses. Also, such tools help investors decide if a company is good to invest in. Accounting ratios are one of the financial ratios that...

portfolio turnover ratio

What is Portfolio Turnover Ratio & How to Calculate It?

What is Portfolio Turnover Ratio? The Portfolio Turnover Ratio or PTR indicates the rate at which the fund managers buy or sell portfolio holdings of a mutual fund. In other words, the portfolio turnover ratio shows the percentage change of...

asset turnover ratio

What is Asset Turnover Ratio? Formula, Total Asset Turnover

There are different types of financial ratios available to compare the company’s performance and track the overall financial health of the company. These accounting ratios are important for analysing the financial statements and comparing them with competitors. One such ratio...

difference between sip and stp

SIP vs STP | Difference Between SIP and STP

Investing in  mutual funds through the Systematic Investment Plan SIP has become quite popular in the past few years. However, other than SIP, some methods serve the purpose of investing and withdrawing systematically. Therefore, one can use the Systematic Transfer...

mutual fund charges

Mutual Fund Charges, Fees, and Pricing in India Explained

Mutual funds are gaining popularity because they deliver attractive returns to investors. Also, these funds are managed by professional fund managers with expertise in this domain. If you are a new investor in mutual funds, you must know the costs...

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mutual funds risk

What Are the Risks of Mutual Funds and Risk Factors to Know

The main motive behind investing in any asset is to generate returns. Returns vary from investment to investment. Also, no investment is risk-free. All investments have different risks. Similarly, mutual fund investments are not risk-free. Though mutual funds are diversified...

activity ratios

What is Activity Ratio? Types of Activity Ratios and Formulas

What is an Activity Ratio? An activity ratio is a type of accounting ratio. It is a financial indicator that shows how effectively a company is generating revenue and cash by using its assets on its balance sheet. It demonstrates...

perpetual sip

What is Perpetual SIP? Meaning and Benefits in Mutual Funds

Investors who also prefer investing in mutual funds for the long term usually opt for a systematic approach for their investments through the SIP route. A systematic Investment Plan (SIP) also helps investors invest in mutual funds via electronic transactions...