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Mutual Funds

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 to understand the concept of duration, which is the weighted average of all the maturities of bonds and debt securities in a portfolio. By calculating duration, we can assess the portfolio's sensitivity to interest rate changes, helping us make informed decisions in risk management. In simple terms, duration helps us evaluate how a portfolio would react to fluctuations in interest rates. It is a crucial tool in the world of finance.

Dividend Stripping

This technique is often used to take advantage of the tax laws and maximize profits. Dividend Stripping is a common strategy used by investors to minimize their tax burden ...

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Adjusted NAV

The Net Asset Value (NAV) of a unit is an important measure in finance that takes into account all changes resulting from dividend declarations, bonuses, and other factors. ...

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Annualized Returns

Investors often gauge the success of their investments by looking at the annual return rate, which is the percentage of profit they earn on their investment each year. This ...

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Fund House

In the world of finance, the fund house or asset management company (AMC) serves as the investment manager for a Mutual Fund. This entity is responsible for carrying out all...

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