WHAT IS RISK PROFILING? HOW CAN YOU UNDERSTAND YOUR OWN RISK PROFILE?
Risk profiling is a process that helps you identify the optimal level of risk that is just right for...
Read More
WHAT RISK MEASURES SHOULD YOU KNOW OF WHILE INVESTING?
Investment experts say that returns and risk go hand in hand. When it comes to investing, risk is de...
Read More
What is Fundamental Analysis and what is Technical Analysis?
Selection of stocks or bonds involves a fair amount of understanding and research. When professional...
Read More
What is PE Ratio and what is EPS? What do these ratios indicate?
In order to follow and better understand prices of stocks, it is generally recommended to have a wor...
Read More
What do you mean by Benchmark Indices? What are the factors that impact them?
Any performance can be measured only against a standard or reference. The benchmark for a team batti...
Read More
What do you mean by Tracking Error?
The word ‘track’ has many meanings in the dictionary. One among them is ‘follow the trail or m...
Read More
What is Credit Quality? Is it the same as credit rating?
You would have often come across the term ‘credit quality’ in investment related literature. Thi...
Read More
What is Manager’s Alpha? How critical is it in selection of funds?
Returns generated by an equity mutual fund could broadly be divided into two components. The first p...
Read More
What are Interest Rates? How do interest rates affect bond prices?
Interest rates are set by central banks to dictate the cost of money, ensure monetary stability and ...
Read More
What are Average Effective Maturity and Modified Duration? How do these impact your investments?
Average Effective Maturity (AEM) is the term that describes the average contract length of bonds in ...
Read More
What is Yield Spread and what is it used for?
Yield is used to calculate the return, or in the case of fixed income products, the income from an i...
Read More
What is TER (Total Expense Ratio)? How do you calculate it?
Total Expense Ratio (TER) is the measure of the total costs or expenses in running a scheme. This me...
Read More
What is Marking to Market?
Marking to market is the process of assigning the latest market value to all securities in a mutual ...
Read More
What is Indexation? How can one avail its benefits when it comes to mutual funds?
Mutual fund schemes that invest at least 65 per cent of their assets in Indian shares and related in...
Read More
Is there a smart “Do It Yourself” (DIY) way to construct my own portfolio?
Yes, there are multiple approaches for you to adopt that can help you build your own portfolio, but ...
Read More
What should you keep in mind while monitoring your portfolio?
Monitoring your investments means periodically assessing how your investments have performed. This i...
Read More
What information and services should you seek from your financial advisor?
When looking for a suitable financial advisor, there are a number of things that you should bear in ...
Read More
Who are seven of the world’s most famous investors and what can we learn from them?
Over time, and in particular since the 1920’s, the investment industry has professionalized and pr...
Read More
WHAT ARE THE MISTAKES YOU SHOULD AVOID WHILE INVESTING?
The journey of building your wealth by investing in various financial instruments is promising. ...
Read More
What are dividend reinvestment,dividend transfer, dividend payout, and growth?
If you are an equity investor, you would have experienced the pleasure of receiving dividends from t...
Read More
What are DDT and STT? What is the difference between the two?
The letter T stands for many things, one among them being tax. All the letters that are annexed to T...
Read More
What is Portfolio Turnover Ratio? How should I use this ratio while investing in a mutual fund?
Let’s say you have two friends; Sudha buys and sells stocks frequently while Shikha holds her inve...
Read More
What is a derivative? How do mutual funds use derivatives?
Have you noticed that the value of a ticket to the cinema is linked to the popularity of the movie c...
Read More
What is portfolio overlap? How do I compare mutual fund portfolio overlap?
Rhea, a young mutual fund investor who is primarily an equity fund investor, learns about the import...
Read More
What is information ratio? Why should I check this while investing in a mutual fund?
You invest to earn 'good' returns. The word 'good' here is significant. It usually implies two aspec...
Read More
What are credit opportunities funds? Who should invest in these funds?
Sunil, a 32-year-old software engineer, feels disheartened when he looks at his investment sheet. He...
Read More
What are arbitrage funds? Who should invest in these funds?
Let us first understand the concept of arbitrage.
- You notice that a mobile phone onlin...
Read More
What is Long Term Capital Gain tax? How does it impact you if you invest in an equity mutual fund?
Let us begin by understanding what Long Term Capital Gains mean. Capital Gains refer to profits aris...
Read More
What is Dividend Distribution Tax (DDT) on Equity Mutual Funds and should one opt for Dividend or Growth option?
Capital Gains Tax, Dividend Distribution Tax had been in the news in early 2018. Union finance minis...
Read More
What are FMPs? Who should invest in these funds?
Sia, a young woman in her late 20s, believed in only one 'investment' - bank Fixed Deposits (FDs) . ...
Read More
What are Liquid ETFs?
When a stock market investor liquidates or sells off his investment, he faces two issues before he r...
Read More