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Mutual Funds

Offer Document

This prospectus provides information about the fund's objectives, investment strategies, risks involved, and the fees and expenses associated with the investment.

Mutual funds are a popular investment option for individuals seeking to diversify their portfolio. As a finance expert, I would like to introduce you to an integral part of mutual fund investing - the Offer Document or Prospectus. This comprehensive document outlines the objectives, strategies, risks, and costs associated with a specific mutual fund scheme. It is essential to carefully review this document before making any investment decisions. Let's take a closer look at what it entails.

Minimum Investment Amount

A mutual fund scheme requires a minimum investment in order to purchase its units. This amount is typically set by the fund manager and can vary depending on the specific sc...

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Investment Strategy

It involves making informed decisions about the allocation of funds, diversification of assets and balancing risk and return. Asset allocation is a key component of investmen...

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Indexation

This ensures that the real value of the investment is not eroded over time. Hello class, today we will be discussing the concept of indexation in finance. Indexation refers ...

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Asset Under Management (AUM)

This figure is a key metric in the financial industry, as it reflects the size and success of a fund or portfolio. AUM can fluctuate based on market performance and investor ...

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