Non-financial and Financial assets - What is Net worth?

Non-financial and Financial assets - What is Net worth?   By B. Padmanaban www.fortuneplanners.com Net worth is the value of all the non-financial and financial assets owned by an institutional unit or sector minus the value of all its outstanding liabilities. Thus, net worth …

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Multi Cap. Mutual Fund by SEBI

Multi Cap Mutual Fund  Minimum investment in equity & equity related instruments- 65% of total assets. Multi Cap Fund- An open ended equity scheme investing across large cap, mid cap, small cap stocks

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Mutual Funds Investment Objective

Mutual funds are a mechanism for pooling the resources of different investors & investing the collected funds in accordance with specific objectives, in securities so as to realise the investment objective. The investment objective is based largely upon the investors’ ca…

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Mutual Fund: What is Dividend Transfer Plan means ?

Investing in mutual funds is not rocket science. But, there are more options that the popular lump sum investment route & systematic investment plan (SIP). 1. Dividend transfer plan..! As the name suggests, here the dividend you earn on a scheme can be transferred to pur…

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Diversified Debt Fund - Terminology - Mutual Fund

Diversified Debt Fund -  Terminology - Mutual Fund An  mutual fund or  investment fund that contains a wide array of securities to reduce the amount of risk in the fund.  Actively maintaining diversification prevents events that affect one sector from affecting an entire portfoli…

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Terminology - Mutual Fund - Credit Risk

Terminology - Mutual Fund - Credit Risk  “Credit risk is the risk of loss of principal or / loss of a financial reward stemming from a borrower's failure to repay a loan or / otherwise meet a contractual obligation.  Credit risk arises whenever a borrower is expecting t…

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12 Types of mutual Funds

Types of mutual Funds  1. Equity Mutual Funds.. Predominantly investing in equity and equity-related instruments (Diversified) 2. Sector Funds Technically called Thematic Funds, investing in particular sectors. 3. Index Funds  Investing in BSE  / NSE listed stocks, managing the f…

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What is a mutual fund category?

From FundsIndia.com Terminology - Mutual Fund-  Mutual Fund category You can not compare apples to oranges, as they say.  Would you look at the revenue and profit growth of Infosys and compare it to, say, BHEL or / Larsen & Toubro?  No. That’s because Infosys & L&…

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Mutual Fund Investment : What is a fact sheet?

Terminology - Mutual Fund,  Mutual Fund Investment : What is a fact sheet? From  FundsIndia.com The fact sheet is updated by the Asset Management Company (AMC) on a monthly basis and becomes available on the AMC’s website around the 10th of each month. In order to provide uni…

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Mutual Fund Investment Important Glossary

Mutual Fund Investment Important Glossary  Fund Manager..! An employee of the asset management company such as a mutual fund or life insurer, who manages investments of the scheme. He is usually part of a larger team of fund managers and research analysts. Application Amount for …

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