Mutual Fund Return Types

Economic conditions and the performance of the market influence the return on investment. Return types along with CAGR can be used to evaluate a fund’s performance. Types of mutual fund returns are Absolute ReturnAnnual ReturnTotal ReturnAnnualized ReturnTrailing Return Absolute Return Absolute Return or Point-to-Point return calculate the growth in investment, in terms of percentage. It is used for calculating the

2020-08-30T23:53:56+05:30Categories: Investment|Tags: |

Types of Mutual Funds

Mutual funds based on fund scheme: There are two key kinds of mutual funds on the basis of the constitution of the fund. This basically affects when investors can buy fund units and sell them. Close-ended schemes: These schemes have fixed maturity periods. Investors can buy into these funds during the period when these funds are open in the initial

2020-08-28T00:01:21+05:30Categories: Investment|Tags: , |

Growth vs Dividend Option | Mutual Fund

Growth Option Growth Option Mutual Funds will not yield any short term income. Money invested will continue to be invested until redeemed i.e. this will give capital appreciation and but not regular (e.g. Monthly) income. For example, if you purchased 1,000 units of a mutual fund at Rs. 11 and sold it a year later at Rs. 15, this difference

2020-02-03T19:45:28+05:30Categories: Investment|Tags: , |

Mutual Fund jargon

Asset Management Company (AMC) AMC is a company or a fund house set up to manage its clients’ investment of mutual funds in accordance with their financial goals. AMC makes investment decisions on the behalf of clients after carefully crafting scheme objectives. Asset Allocation Asset allocation is an investment strategy which aims to spread investor's portfolio across several assets such

2017-09-24T12:32:52+05:30Categories: Investment|Tags: , |
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