Important definitions and terminologies used in Mutual Funds Analysis
A
Absolute return in Mutual Funds Analysis
Active management in Mutual Funds Analysis
Alpha in Mutual Funds Analysis
Alpha generation in Mutual Funds Analysis
AMC in Mutual Funds Analysis
AMFI in Mutual Funds Analysis
Analyst rating in Mutual Funds Analysis
Annual report in Mutual Funds Analysis
Annualized return in Mutual Funds Analysis
Asset allocation in Mutual Funds Analysis
Asset Classes in Mutual Funds Analysis
Asset Management Company (AMC) in Mutual Funds Analysis
Assets under management (AUM) in Mutual Funds Analysis
Attribution analysis in Mutual Funds Analysis
Average maturity period in Mutual Funds Analysis
B
Balanced Funds in Mutual Funds Analysis
Basis Point in Mutual Funds Analysis
Benchmark in Mutual Funds Analysis
Beta in Mutual Funds Analysis
Beta coefficient in Mutual Funds Analysis
Black-Scholes model in Mutual Funds Analysis
Bond fund in Mutual Funds Analysis
Bond rating in Mutual Funds Analysis
C
Capital Appreciation in Mutual Funds Analysis
Capital gain in Mutual Funds Analysis
Capital gains Tax in Mutual Funds Analysis
Capital Loss in Mutual Funds Analysis
Capital Protection Funds in Mutual Funds Analysis
Capitalization in Mutual Funds Analysis
Carry Forward of Losses in Mutual Funds Analysis
Category average in Mutual Funds Analysis
Cheque book facility in Mutual Funds Analysis
Child Benefit Plans in Mutual Funds Analysis
Class A shares in Mutual Funds Analysis
Class B shares in Mutual Funds Analysis
Class C shares in Mutual Funds Analysis
close ended funds in Mutual Funds Analysis
Close Ended Scheme in Mutual Funds Analysis
Closed-end fund in Mutual Funds Analysis
Closed-end interval fund in Mutual Funds Analysis
Closing NAV in Mutual Funds Analysis
Commission in Mutual Funds Analysis
Common Stock in Mutual Funds Analysis
Concentrated fund in Mutual Funds Analysis
Contingent Deferred Sales Charge (CDSC) in Mutual Funds Analysis
Corporate Bond in Mutual Funds Analysis
Corpus in Mutual Funds Analysis
Correlation coefficient in Mutual Funds Analysis
Cost averaging in Mutual Funds Analysis
Coupon in Mutual Funds Analysis
Credit Risk in Mutual Funds Analysis
Current yield in Mutual Funds Analysis
D
Debt Funds in Mutual Funds Analysis
Defensive stock in Mutual Funds Analysis
Discount premium to NAV in Mutual Funds Analysis
Distribution yield in Mutual Funds Analysis
Diversification in Mutual Funds Analysis
Dividend in Mutual Funds Analysis
Dividend Payout in Mutual Funds Analysis
Dividend plan in Mutual Funds Analysis
Dividend reinvestment plan in Mutual Funds Analysis
Dividend Stripping in Mutual Funds Analysis
Dividend yield in Mutual Funds Analysis
Dividends in Mutual Funds Analysis
Dollar-cost averaging in Mutual Funds Analysis
Duration in Mutual Funds Analysis
E
Electronic Clearing Mechanism in Mutual Funds Analysis
ELSS (Equity-Linked Savings Schemes) in Mutual Funds Analysis
Emerging market fund in Mutual Funds Analysis
Entry Load in Mutual Funds Analysis
Equity fund in Mutual Funds Analysis
Equity income fund in Mutual Funds Analysis
Exchange traded fund in Mutual Funds Analysis
Exchange-traded fund (ETF) in Mutual Funds Analysis
Exit Load in Mutual Funds Analysis
Expense ratio in Mutual Funds Analysis
F
Factor analysis in Mutual Funds Analysis
Fama-French three-factor model in Mutual Funds Analysis
Fiduciary in Mutual Funds Analysis
Fixed Income Funds in Mutual Funds Analysis
Fixed Maturity Plans in Mutual Funds Analysis
Fixed Maturity Plans (FMPs) in Mutual Funds Analysis
Fixed-income fund in Mutual Funds Analysis
Fixed-income security in Mutual Funds Analysis
Folio number in Mutual Funds Analysis
Front-end load in Mutual Funds Analysis
Fund Classes in Mutual Funds Analysis
Fund Fact Sheet in Mutual Funds Analysis
Fund family in Mutual Funds Analysis
Fund house in Mutual Funds Analysis
Fund manager in Mutual Funds Analysis
Fund of Funds in Mutual Funds Analysis
Futures in Mutual Funds Analysis
G
Generally Accepted Accounting Principles (GAAP) in Mutual Funds Analysis
Gilt Funds in Mutual Funds Analysis
Global bond fund in Mutual Funds Analysis
Global equity fund in Mutual Funds Analysis
Global Funds in Mutual Funds Analysis
Gold ETFS in Mutual Funds Analysis
Government Securities in Mutual Funds Analysis
Growth at a reasonable price (GARP) in Mutual Funds Analysis
Growth fund in Mutual Funds Analysis
Growth Options in Mutual Funds Analysis
Growth plans in Mutual Funds Analysis
H
Hedge in Mutual Funds Analysis
Hedge Fund in Mutual Funds Analysis
I
Inception date in Mutual Funds Analysis
Income fund in Mutual Funds Analysis
Index in Mutual Funds Analysis
Index fund in Mutual Funds Analysis
Indexation in Mutual Funds Analysis
Information ratio in Mutual Funds Analysis
Initial Net Asset Value in Mutual Funds Analysis
Initial Public Offering in Mutual Funds Analysis
Institutional investors in Mutual Funds Analysis
Institutional shares in Mutual Funds Analysis
Interest rate risk in Mutual Funds Analysis
International bond fund in Mutual Funds Analysis
International equity fund in Mutual Funds Analysis
Inverse fund in Mutual Funds Analysis
Investment objective in Mutual Funds Analysis
Investment Philosophy in Mutual Funds Analysis
Issue in Mutual Funds Analysis
L
Large-cap fund in Mutual Funds Analysis
Leverage in Mutual Funds Analysis
Lipper indexes in Mutual Funds Analysis
Lipper rating in Mutual Funds Analysis
Liquid Funds in Mutual Funds Analysis
Liquidity in Mutual Funds Analysis
Liquidity Risk in Mutual Funds Analysis
Load in Mutual Funds Analysis
Load fund in Mutual Funds Analysis
Load-Adjusted Return in Mutual Funds Analysis
Lock-in period in Mutual Funds Analysis
Low-cost index fund in Mutual Funds Analysis
Low-load fund in Mutual Funds Analysis
M
Management fee in Mutual Funds Analysis
Market capitalization in Mutual Funds Analysis
Market neutral fund in Mutual Funds Analysis
Market risks in Mutual Funds Analysis
Mean return in Mutual Funds Analysis
Mid-cap fund in Mutual Funds Analysis
Modern Portfolio Theory (MPT) in Mutual Funds Analysis
Money Market in Mutual Funds Analysis
Money market fund in Mutual Funds Analysis
Monthly Income Plans in Mutual Funds Analysis
Morningstar rating in Mutual Funds Analysis
Muni bond fund in Mutual Funds Analysis
Mutual fund in Mutual Funds Analysis
N
NAV in Mutual Funds Analysis
Negative correlation in Mutual Funds Analysis
Net Asset Value in Mutual Funds Analysis
Net asset value (NAV) in Mutual Funds Analysis
Net expense ratio in Mutual Funds Analysis
NFO in Mutual Funds Analysis
No load fund in Mutual Funds Analysis
Non-diversifiable risk in Mutual Funds Analysis
Non-managed investment company in Mutual Funds Analysis
O
Offer document in Mutual Funds Analysis
Open ended funds in Mutual Funds Analysis
Open-end fund in Mutual Funds Analysis
Open-ended fund in Mutual Funds Analysis
Operating expenses in Mutual Funds Analysis
Options in Mutual Funds Analysis
Order imbalance in Mutual Funds Analysis
Overnight repo rate in Mutual Funds Analysis
P
P/E ratio in Mutual Funds Analysis
Passive management in Mutual Funds Analysis
Payout ratio in Mutual Funds Analysis
Performance attribution in Mutual Funds Analysis
Personal Identification Number (PIN) in Mutual Funds Analysis
Portfolio in Mutual Funds Analysis
Portfolio turnover in Mutual Funds Analysis
Portfolio Turnover Ratios in Mutual Funds Analysis
Preferred Stock in Mutual Funds Analysis
Premium in Mutual Funds Analysis
Price return in Mutual Funds Analysis
Price/Book (P/B) Ratio in Mutual Funds Analysis
Price-to-book ratio in Mutual Funds Analysis
Price-to-sales ratio in Mutual Funds Analysis
Primary market in Mutual Funds Analysis
Principal components analysis in Mutual Funds Analysis
Principal value in Mutual Funds Analysis
Profit margin in Mutual Funds Analysis
Prospectus in Mutual Funds Analysis
Prospectus delivery rule in Mutual Funds Analysis
Q
Qualitative analysis in Mutual Funds Analysis
Quantitative analysis in Mutual Funds Analysis
R
Real estate investment trust (REIT) fund in Mutual Funds Analysis
Record date in Mutual Funds Analysis
Redemption in Mutual Funds Analysis
Redemption fee in Mutual Funds Analysis
Redemption/repurchase in Mutual Funds Analysis
Registered investment company (RIC) in Mutual Funds Analysis
Registrar and Transfer Agents (RTA) in Mutual Funds Analysis
Reinvestment in Mutual Funds Analysis
Relative return in Mutual Funds Analysis
Repurchase Price in Mutual Funds Analysis
Required minimum distribution (RMD) in Mutual Funds Analysis
Returns in Mutual Funds Analysis
Reverse repo in Mutual Funds Analysis
Risk in Mutual Funds Analysis
Risk tolerance in Mutual Funds Analysis
Risk-adjusted alpha in Mutual Funds Analysis
Risk-adjusted return in Mutual Funds Analysis
Rule of 72 in Mutual Funds Analysis
S
SEBI in Mutual Funds Analysis
Sector fund in Mutual Funds Analysis
Securities Transaction Tax in Mutual Funds Analysis
Setting Off of Losses in Mutual Funds Analysis
Share class in Mutual Funds Analysis
Sharpe ratio in Mutual Funds Analysis
Short selling in Mutual Funds Analysis
Short-term bond fund in Mutual Funds Analysis
Small-cap fund in Mutual Funds Analysis
Small-cap stock in Mutual Funds Analysis
Specialty Funds in Mutual Funds Analysis
Standard & Poor’s 500 Index (S&P 500) in Mutual Funds Analysis
Standard deviation in Mutual Funds Analysis
Stock fund in Mutual Funds Analysis
Strategic asset allocation in Mutual Funds Analysis
Style analysis in Mutual Funds Analysis
Style box in Mutual Funds Analysis
Style drift in Mutual Funds Analysis
Systematic Investment Plan in Mutual Funds Analysis
Systematic Investment Plan (SIP) in Mutual Funds Analysis
Systematic risk in Mutual Funds Analysis
Systematic Transfer Plan in Mutual Funds Analysis
Systematic Transfer Plan (STP) in Mutual Funds Analysis
Systematic Withdrawal Plan in Mutual Funds Analysis
Systematic Withdrawal Plan (SWP) in Mutual Funds Analysis
T
Tactical asset allocation in Mutual Funds Analysis
Target-date fund in Mutual Funds Analysis
Tax Deducted at Source (TDS) / Withholding Tax in Mutual Funds Analysis
Tax efficiency in Mutual Funds Analysis
Taxable Income in Mutual Funds Analysis
Taxable-equivalent yield in Mutual Funds Analysis
Tax-exempt fund in Mutual Funds Analysis
Tax-managed fund in Mutual Funds Analysis
Top-down investing in Mutual Funds Analysis
Total bond market index fund in Mutual Funds Analysis
Total expense ratio in Mutual Funds Analysis
Total return in Mutual Funds Analysis
Total stock market index fund in Mutual Funds Analysis
Tracking error in Mutual Funds Analysis
Treasury bills in Mutual Funds Analysis
Treasury bond fund in Mutual Funds Analysis
Treasury Inflation-Protected Securities (TIPS) in Mutual Funds Analysis
Triggers in Mutual Funds Analysis
Trustee in Mutual Funds Analysis
U
Undervalued stock in Mutual Funds Analysis
Unit in Mutual Funds Analysis
Unit holder in Mutual Funds Analysis
Unsystematic risk in Mutual Funds Analysis
V
Value fund in Mutual Funds Analysis
Value investing in Mutual Funds Analysis
Value stock in Mutual Funds Analysis
Volatility in Mutual Funds Analysis
Volatility risk in Mutual Funds Analysis
W
Weighted average maturity in Mutual Funds Analysis
Withholding tax in Mutual Funds Analysis
Y
Yield in Mutual Funds Analysis
Yield Curve in Mutual Funds Analysis
Yield to Maturity in Mutual Funds Analysis
