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.<

Fund Manager

An individual designated by an asset management company (AMC) to oversee the management of a fund. This entails making strategic investment choices in accordance with the fun...

Cut-off Time

Cut-off time is a critical concept in finance that dictates the day in which your transaction will be recorded. Essentially, it is the last moment during the day that your t...

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 ...

Launch Date

The launch date is an important aspect in the world of finance, specifically in the realm of mutual funds. It marks the public availability of a mutual fund scheme for subsc...

AMFI

Welcome to our discussion on the Association of Mutual Funds in India (AMFI). As you may know, this organization is a part of the Securities Exchange Board of India and its ...

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...