Meaning & Definition

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absolute return vs cagr

Absolute Return vs CAGR

Returns from an investment can be estimated using both absolute returns and CAGR. Absolute returns measure the total return from an investment, irrespective of the time period. CAGR, on the other hand, is the return from an investment during a...

Mutual Fund Knowledge Base

SIP Withdrawal Charges in Mutual Fund March 2025

What are SIP Withdrawal Charges in Mutual Funds? The fund house levies mutual fund withdrawal charges or exit loads to discourage investors from redeeming their investments too quickly. These charges are part of the broader category of mutual fund fees...

mutual fund distributor

Mutual Fund Distributor

Investment in mutual funds needs good understanding and knowledge. Nowadays, investors can gain all information related to mutual funds online. Investors can also compare different funds. However, a mutual fund distributor can help an investor put things in perspective for...

expense ratio

Expense Ratio

What is Expense Ratio in Mutual Fund? An expense ratio is the annual cost of managing and operating an investment fund, such as mutual funds or ETFs. It is calculated as a percentage of the fund’s total expenses and assets...

what is sip

What is SIP and How the SIP Works?

SIP (systematic investment plan) is a process of investing a fixed periodic amount in the various mutual fund schemes.

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dividend policy

Dividend Policy – Meaning, Types and Key Difference

What is a Dividend Policy? A dividend policy is the company’s roadmap for deciding how and when to distribute its profits to shareholders. Drafted by the board of directors, this policy guides how often dividends are issued, how much will...

what is mutual fund

What is Mutual Fund?

Mutual fund is a financial instrument that invested in securities like stocks of listed companies, government bonds, corporate bonds, and money market instruments.

yield to maturity

Yield To Maturity (YTM)

What is Yield? Yield measures the cash flow generated by an investment over a specific period. Expressed as a percentage, it accounts for all dividends or interest received during the investment's term. Unlike total return, which includes capital gains, yield...