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Mutual Funds

Average Maturity

This measure is used to calculate the sensitivity of a portfolio to changes in interest rates and is a key factor in risk management.

As a financial expert, it is crucial to understand the concept of duration, which is the weighted average of all the maturities of bonds and debt securities in a portfolio. By calculating duration, we can assess the portfolio's sensitivity to interest rate changes, helping us make informed decisions in risk management. In simple terms, duration helps us evaluate how a portfolio would react to fluctuations in interest rates. It is a crucial tool in the world of finance.

Total Return

It takes into account not only the change in value of the investment, but also any income generated, such as dividends or interest. Let us delve into the concept of Total R...

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Entry Load

Entry load refers to a fee imposed by the Asset Management Company (AMC) on investors when purchasing a specific financial scheme. This charge has been prohibited by the Sec...

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Minimum Investment Amount

A mutual fund scheme requires a minimum investment in order to purchase its units. This amount is typically set by the fund manager and can vary depending on the specific sc...

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Close Ended Funds

Allow me to introduce you to a type of investment known as a closed-end fund. These funds are created by fund houses with a fixed number of units available for purchase at t...

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