A mutual fund portfolio is a mix of investments in different types of mutual funds based on varied underlying assets like equity, bonds, and others. Balancing investments in different asset classes allows investors to capitalise on gains and minimise their overall risk exposure. While your MF portfolio is tailored to suit your financial objectives and risk tolerance, curating one can be difficult for beginners. To help you streamline your investment approach, this article covers what is a mutual fund portfolio, how to build a mutual fund portfo ...
Liquidity in mutual funds refers to the period and cost involved in converting the mutual fund investments into cash. If a mutual fund is highly liquid, it would be easier to sell the units and realise cash. Liquidity in mutual funds is an important factor for mutual fund investors as it defines the ultimate profit they will get. In this article, we explain what is liquidity mutual funds and how it impacts your investment decisions. Liquidity is the total period and the costs involved in convert...
Understanding the various mutual fund types is crucial for making an informed decision. From an investor's perspective, mutual funds are broadly categorised into equity funds, offering growth potential through investments in stocks; debt funds, providing stable returns by investing in fixed-income securities; hybrid funds, blending both equity and debt to balance risk and return; and money market funds, ensuring liquidity through short-term investments. Additionally, sectoral, and thematic funds...
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“Individual investors dominated mutual fund categories like equity, hybrid and solution oriented schemes, which led the growth as Indian households increased their capital market...
26 SESSION K Mutual Fund Civil Litigation: The Year in Review Wednesday, March 20, 2019 28 GENERAL SESSION Looming Ethics Issues for Lawyers and Other Industry Professionals 31 GENERAL...
Fund Details Fund Type Mutual Fund Issuer MFS Inception 09/25/1998 Expense Ratio 1.61% AUM... 28% BUCKEYE OHIO TOB SETTLEMENT FING AUTH 5% 1.59% NEW YORK N Y CITY HSG DEV CORP MULTIFAMILY...
Fund Details Fund Type Mutual Fund Issuer MFS Inception 01/03/1994 Expense Ratio 1.51% AUM... 52% BUCKEYE OHIO TOB SETTLEMENT FING AUTH 5% 0.50% BLACK BELT ENERGY GAS DIST ALA GAS PROJ REV...
"Quant Small Cap Fund - Growth - Regular Plan" ; "equity" · "small cap" · VERY HIGH
The expense ratio of a mutual fund is the annual fee you pay to the AMC for the management and operation of the investment fund. It is generally expressed as a percentage and includes the fund’s annual operating expenses like portfolio management fees, marketing expenses, and allocation charges. While the expense ratio of a fund depends on the total assets under management, a lower expense ratio is better as it means lower investment costs. You do not need to pay the expense ratio separately s...