Fund Details, glossary and others

If you want to book tickets to travel somewhere, you need to contact an agent for it. The agent is the middleman between you and the travel agency. Also, yo...

What does NAV mean?  Net Asset Value (NAV) shows the performance of a particular scheme of a Mutual Fund. It represents the per share price of the fund on ...

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...

The lock-in period in Mutual Funds means the investor cannot redeem their units before completing a predetermined period (also called the lock-in period) fr...

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...

Upstox provides fund plans which are as below -  1. Dividend Payout: A dividend payout plan pays dividends directly to shareholders of the mutual fund. A s...

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 the fu...

CAGR represents the compounded growth rate of your Mutual Fund investments. It helps you gauge a Mutual Fund scheme’s average annual growth over a period lo...

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...

Since AMCs provide money management as a service; it comes under the purview of GST. The expense ratio of Mutual Funds is inclusive of GST. You do not need ...