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Mutual Funds Glossary


Source Money Control

 

  • Acid Test Ratio
  • Alpha
  • Annual Fund Operating Expenses
  • Asset Allocation
  • Asset Allocation Fund
  • Asset Management Company (AMC)
  • Automatic Investment Plan
  • Automatic Reinvestment
  • Back End Load
  • Balanced Fund
  • Benchmark
  • Bid Or Sell Price
  • Bluechip Fund
  • Bond
  • Bond Fund
  • Bond Rating
  • Capital Gains Distributions
  • Capital Growth
  • Certificate Of Deposit
  • Closed-End Schemes
  • Contingent Deferred Sales Charge (CDSC)
  • Conversion Privilege
  • Corpus
  • Coupon
  • Credit Quality
  • Custodian
  • Debt Fund
  • Deferred Sales Charge Schedule of Decline
  • Distributor
  • Dividend Plan
  • Dividend Stripping
  • Duration
  • Entry Load
  • Equity Fund
  • Equity-Linked Savings Schemes (ELSS)
  • Ex-Dividend Date
  • Exchange Privilege
  • Exit Load
  • Floating Rate Debt
  • Front-End Load
  • Fund Family
  • Fund Manager
  • Gilt Fund
  • Global Fund
  • Growth Plan
  • Hedge Fund
  • Holding Period
  • Holdings
  • Inception Date
  • Income Fund
  • Index Fund
  • Initial Purchase
  • Interest Rate
  • Interest Rate Sensitivity
  • Intermediate Bond Fund
  • Investment Objective
  • Investment yield
  • Jobbers
  • Junk Bond
  • Level Load
  • Liquid Fund
  • Load
  • Lock-In Period
  • Long-Term Bond Fund
  • Long-Term Capital Gain
  • Management Fee
  • Money Market Fund
  • Mutual Fund
  • Net Asset Value (NAV)
  • Net Asset Value Per Unit
  • Net Assets
  • No Load Fund
  • Open-Ended Schemes
  • Operating Expense
  • Payable Date
  • Portfolio Manager
  • Portfolio Turnover Rate
  • Price/Book Ratio
  • Prime Rate Fund
  • R&T Agents
  • R-Squared
  • Redemption Fee
  • Redemption Price
  • Reinvestment Date (Payable Date)
  • Reinvestment Privilege
  • Risk
  • Rollover Option
  • Rupee-Cost Averaging
  • Sales Charge
  • Sector Fund
  • Series Fund
  • Sharpe Ratio
  • SIP
  • Specialty Fund
  • Standard Deviation
  • Stock Fund
  • Subsequent Purchase
  • Switching
  • Systematic Withdrawal Plans
  • Treasury Bills
  • Treynor Ratio
  • Unit
  • Unit Holder
  • Unload
  • Venture Capital Fund
  • Withdrawal Plan
  • Zero Coupon Bond

 

FAQs:
  • Are investments in mutual fund units risk-free or safe?
  • Are investments in mutual funds liquid?
  • As a unitholder, how much time will it take to receive dividends/repurchase proceeds?
  • Can a mutual fund change the asset allocation while deploying funds of investors?
  • Can a mutual fund change the nature of the scheme from the one specified in the offer document?
  • Can a mutual fund impose fresh load or increase the load beyond the level mentioned in the offer documents?
  • Can an investor appoint a nominee for his investment in units of a mutual fund?
  • Can non-resident Indians (NRIs) invest in mutual funds?
  • Do any mutual funds invest in both stocks and bonds?
  • Do mutual funds offer a periodic investment plan?
  • How are mutual funds regulated?
  • How can the investors redress their complaints?
  • How do I invest with a limited amount?
  • How do you evaluate mutual funds performance?
  • How do you select a mutual fund scheme?
  • How is a mutual fund set up?
  • How is NAV calculated?
  • How long will it take for transfer of units after purchase from stock markets in case of close-ended schemes?
  • How many funds or stocks should you diversify your portfolio over?
  • How significant are fund costs while choosing a scheme?
  • How to diversify
  • How to fill up the application form of a mutual fund scheme?
  • How to identify funds whose investment objectives match your asset allocation needs
  • How to invest in a scheme of a mutual fund?
  • How to select a mutual fund
  • How will an investor come to know about the changes, if any, which may occur in the mutual fund?
  • I am holding Fund ABC. Its NAV is down. Please let me know if I should hold this fund or redeem it?
  • Ideally how many different schemes should one invest in?
  • If mutual fund scheme is wound up, what happens to money invested?
  • If schemes in the same category of different mutual funds are available, should one choose a scheme with lower NAV?
  • Is it good to buy a fund just before it goes ex-dividend?
  • Kindly suggest if arbitrage funds are ok for earning high returns with low risk.
  • Mutual funds provide risk diversification
  • Should I opt for SIP or bulk investment?
  • Should you evaluate past performance, and look for consistency
  • What are Balanced Schemes?
  • What are close-ended mutual fund schemes?
  • What are Gilt Funds
  • What are Growth Schemes?
  • What are Income Schemes?
  • What are Index Funds?
  • What are Interval Schemes?
  • What are Money Market Schemes?
  • What are Offshore Funds?
  • What are open-ended mutual fund schemes?
  • What are sector specific funds/schemes?
  • What are Tax-Saving Schemes?
  • What are the different types of Mutual Funds?
  • What are the time-tested investment strategies that work?
  • What if a fund changes its strategy.
  • What if the fund’s poor results persist.
  • What is a Fund of Funds (FoF) scheme?
  • What is a Mutual Fund?
  • What is a sales or repurchase/redemption price?
  • What is an Asset Management Company (AMC)?
  • What is an entry load and an exit load?
  • What is Net Asset Value (NAV)?
  • What is Systematic Investment Plan or SIP?
  • What is the difference between an open-ended and close-ended scheme?
  • What is the history of Mutual Funds in India and role of SEBI in mutual funds industry?
  • What is the role of a Fund Manager?
  • What is venture capital? What are venture capital funds?
  • What mutual fund is suitable for you?
  • What should an investor look into an offer document?
  • When should you change your investment plan.
  • When will the investor get certificate or statement of account after investing in a mutual fund?
  • Why Choose Mutual Funds?
  • Why should you consider Fund Costs
  • Why should you invest through Mutual Funds?
  • Why should you monitor and review your fund

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This entry was posted on October 18, 2018 by in Uncategorized.

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