Mutual Funds

Portfolio Manager

They are experts in financial analysis and are well-versed in various investment strategies and asset classes. Their primary goal is to maximize returns while minimizing risk for their clients. A portfolio manager must also be able to effectively communicate and build relationships with clients to understand their needs and goals.

A portfolio is a collection of investments, such as stocks, bonds, and cash equivalents, held by an individual or institution. The purpose of a portfolio is to diversify risk and potentially generate higher returns. A well-diversified portfolio will have a mix of different types of investments, as well as investments in different industries and regions.

A common financial metric used by portfolio managers to measure the performance of a portfolio is the Sharpe ratio. This ratio measures the risk-adjusted return of a portfolio by comparing its returns to the level of risk involved. A higher Sharpe ratio indicates a better risk-adjusted return. Portfolio managers use this metric to evaluate the effectiveness of their investment decisions and make necessary adjustments.<

Growth Option

A mutual fund of this nature does not distribute regular payouts or dividends to the investor....

Folio

It is important to keep track of your folio number as it is required for all transactions and correspondence with the fund. Mutual funds are a popular investment avenue, bu...

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...

Holding Period

It is an important concept in finance as it helps in determining the rate of return on an investment. The holding period could vary from a few days to several years, dependin...

Global Funds

Mutual funds, a popular investment tool, offer investors an opportunity to diversify their portfolio by investing in international companies. These funds, also known as glob...

R-squared

A crucial tool in the arsenal of investors, benchmarking involves a statistical comparison of a fund to its benchmark. It serves as a yardstick to gauge the performance of a...