Portfolio Strategy using Mutual Fund When an investor invests his entire investment corpus in lump sum or at a single go, his amount is then subjected to market risk. If the investor invests in an ongoing stock market rally and …
Mutual Funds Scheme Evaluation Performance Measures and Ratios A fund’s performance is measured in terms of Absolute Return Relative Return Absolute return is measured with respect to a period be it a week, month, year or so on whereas relative …
How to select Mutual Fund Scheme Mutual fund scheme selection The reason why an investor invests in mutual funds could be to earn higher return compared to fixed deposit rates. The investor could have an outlook over the interest rate …
Fund Management Fund Managers Fund managers are professionals responsible of making investment decisions regarding the selection of individual stocks and bond for a portfolio. The fund manager offers his expertise, his investment philosophy and a style of managing the funds. …
Equity Funds: Equity funds invest in a portfolio of equity shares and equity related instruments. The return and risk of the fund will be similar to investing in equity. Therefore investors seeking long term growth and capital appreciation can invest …
Terms and concepts related to mutual funds Mutual Fund scheme: A mutual fund may offer multiple products, called schemes, plans and funds to investors. For example the Franklin Templeton Mutual Fund offers the following schemes, among others, to investors: Franklin …
Features of Mutual Fund products There are several mutual fund products in the market. The following features distinguish one mutual fund product from another: Asset allocation: Proportions in which the fund will invest in securities such as equity, debt, gold, …
Process for investing in mutual funds PAN & KYC norms SEBI’s regulations prescribe various categories of investors who are eligible to invest in a mutual fund in India. It includes resident individuals, NRIs, PIOs, Foreign nationals and Institutions. All investors in …
How do Mutual Funds Work A mutual fund is managed by the asset management company (AMC). The activities of the AMC are supervised by its own board of directors and by the board of trustees of the mutual fund. All …