Investing with Mutual Funds

What does CAGR mean?
Compounded annual growth rate (CAGR) is one of the most used terms in the Mutual fund industry. CAGR represents the compounded growth rate of your investmen...
Mon, 28 Feb, 2022 at 6:22 PM
What does Expense ratio mean?
Mutual funds houses charge a fee to manage your money. This fee is known as the expense ratio and is expressed in terms of a percentage of the AUM (Assets U...
Mon, 28 Feb, 2022 at 6:23 PM
What are open ended and closed ended funds?
Open-ended Funds: Open-ended funds are always open to investment and redemptions. Open ended funds are the most common form of investment in Mutual funds in...
Mon, 28 Feb, 2022 at 6:26 PM
Is it possible to redeem fractional units of Liquidbees?
You cannot sell fractional units of Liquidbees on the secondary markets. You will have to make an off-market transfer to Nippon India Mutual Fund. Here’s ho...
Mon, 28 Feb, 2022 at 6:29 PM
Mutual Fund taxation - How are Mutual Fund investments taxed?
A. Equity Funds Any fund which has more than 65% invested in equity is known as an Equity fund. For example, small-cap funds, large-cap funds, balanced f...
Mon, 28 Feb, 2022 at 6:31 PM
What does a lock-in period mean in Mutual Funds?
The lock-in period in Mutual funds means the investor cannot redeem their units before completing a predetermined period from the date of investment. The t...
Mon, 28 Feb, 2022 at 6:33 PM
Why is the NAV for Direct Mutual Funds more than Regular Mutual Funds?
This is due to a concept called expense ratios.  The expense ratio is defined as the annual fee that an investor is charged for the management of his or he...
Mon, 28 Feb, 2022 at 6:34 PM
What does Exit Load mean?
An exit load is the fee that Asset Management Companies (AMCs) charge investors at the time of exiting or redeeming their Mutual fund units. However, not al...
Mon, 28 Feb, 2022 at 6:40 PM
How to sell my Mutual funds using my CDSL T-PIN?
You would have received your CDSL TPIN on your registered mobile number and email address from [email protected] If you haven’t received it, you can click...
Thu, 31 Mar, 2022 at 7:51 PM
How do I see my Mutual fund order history?
To check your order history you can Login to your Upstox account and click on Discover.      Click on Your Portfolio > MF Portfolio > View order ...
Wed, 2 Mar, 2022 at 9:37 AM