Mutual Fund Overlap: Why It Matters for Your Portfolio
Before 2018, different Asset Management Companies (AMCs) had their own definition of what constituted a large-cap, mid-cap, or small-cap fund. A fund may have called itself a large-cap fund but…
What Are Rolling Returns in Mutual Funds & Why They Are Important?
When you’re looking at how a mutual fund is performing, there are three main ways to measure returns - annual returns, trailing returns, and rolling returns of mutual funds. Annual…
What Is Exit Load in Mutual Funds and How Does It Affect Investors?
Mutual fund investments often come with costs such as expense ratios, transaction charges, and brokerage fees that can affect your overall returns. These charges may seem small, but they can…
Gold Mutual Fund vs Gold ETF: Which Should You Choose?
Gold has always been a favourite among Indian investors. Not only is the yellow metal considered auspicious and a sign of prosperity, but it is also a good hedge against…
Mutual Funds vs ETFs: Key Differences
Mutual funds and stocks stand as two of the most favoured investment vehicles for investors. An exchange traded fund or ETF, is a type of vehicle that combines the diversification…
Net Asset Value (NAV) in Mutual Fund
Just like every stock has a price, a mutual fund has an NAV that tells you about the value of its assets on a per-unit basis. NAV determines the price…