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Mutual Funds

Direct Plan

A Direct Plan is a straightforward investment option where the investor can directly invest with the Asset Management Company (AMC) without any involvement of intermediaries. This means that the investor does not have to pay any commission, resulting in a lower expense ratio. Direct Plans offer a cost-effective and efficient way for investors to build their portfolio without any additional fees.

Mutual Funds

In finance, there exists a particular type of financial instrument that is known as a "pooled investment vehicle." This vehicle collects funds from individual investors, kno...

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Exit Load

Mutual fund houses often levy an exit load when an investor chooses to withdraw their units or exit a scheme. This charge is applicable only if the exit is made within a spe...

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Benchmark

Mutual fund performance is often evaluated against a benchmark, which serves as a reference point for measuring success. This comparison is useful in determining the fund's ...

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Systematic Withdrawal Plan (SWP)

It is a disciplined approach to managing investments and allows for regular income stream while still keeping the invested amount intact. This option is suitable for individu...

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