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.<

Unit Trust

Unit Trusts are a popular choice for individual investors due to their diversification and professional management. A Unit Trust is a type of investment vehicle that operate...

Dividend Payout

A crucial aspect of investing in stocks is understanding the concept of dividend payout. With this option, you, as an investor, are entitled to receive any dividends declare...

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 t...

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...

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...

Investment Objective

Mutual Funds are a popular investment vehicle that pools money from multiple investors to invest in various financial instruments. Understanding the investment objective of ...