FundsIndia

MUTUAL FUNDS GLOSSARY

Mutual Funds Glossary

Explore expert guides, research notes, and market-tested strategies on Mutual Funds Glossary curated by FundsIndia advisors.

Latest blogs

What Is Consolidated Account Statement & How It Helps You Keep Track of Your Investments
Mutual Funds Glossary|5 min

What Is Consolidated Account Statement & How It Helps You Keep Track of Your Investments

CAS, or Consolidated Account Statement, is a document provided to the investor that shows all the details of investments such as mutual funds, stocks, bonds, and other financial instruments in one statement. It will help investors to track their p...

Byeng_admin6 Feb 2025
What Is TER In Mutual Fund - Meaning, Limitations & How To Calculate
Mutual Funds Glossary|5 min

What Is TER In Mutual Fund - Meaning, Limitations & How To Calculate

When you invest in a mutual fund, it's essential to know not only the returns but also the costs involved. Among the various costs an investor faces, one of the most significant is the Total Expense Ratio or TER. The TER represents the annual cost...

Byeng_admin4 Feb 2025
Capital Gains & Taxes - Types of Taxation, Tax Rate & Key Exemptions
Mutual Funds Glossary|5 min

Capital Gains & Taxes - Types of Taxation, Tax Rate & Key Exemptions

Capital Gains Tax is levied on the amount of money you have made by selling an asset such as a property, shares, or mutual funds. To put it in simple terms, when you sell an asset for more than what you had paid for it, the difference is known as ...

Byeng_admin31 Dec 2024
Fixed Income Mutual Funds - Meaning, Features & How to Invest
Mutual Funds Glossary|5 min

Fixed Income Mutual Funds - Meaning, Features & How to Invest

Fixed-income mutual funds represent a safe investment option that people with stable returns and risk aversion can consider. Mostly, fixed-income mutual funds invest in debt instruments such as bonds, government securities, and money market instru...

Byeng_admin31 Dec 2024
Key Difference Between Large Cap, Mid Cap, & Small Cap Funds
Mutual Funds Glossary|5 min

Key Difference Between Large Cap, Mid Cap, & Small Cap Funds

The mutual fund investment is a broad spectrum of choices for any investor. They come in efficiently for all kinds of risk tolerances and investment tenure. From the long list of mutual funds - market-capitalization-based funds, large-cap, mid-cap...

Byeng_admin31 Dec 2024
Short Term Capital Gain Tax - Tax Rates, Calculation & Exemptions
Mutual Funds Glossary|5 min

Short Term Capital Gain Tax - Tax Rates, Calculation & Exemptions

Understanding taxes on short-term capital gains is essential for anyone investing in assets like stocks, real estate, or mutual funds . These taxes can significantly affect your net returns, mainly when assets are sold within a short time frame. I...

Byeng_admin31 Dec 2024
Long Term Capital Gains Tax - Definition, Rules, Taxes & Asset Types
Mutual Funds Glossary|5 min

Long Term Capital Gains Tax - Definition, Rules, Taxes & Asset Types

When investing in assets like stocks, real estate, or mutual funds, understanding the tax implications of profits made is essential. Long-term capital gain (LTCG) tax is a critical aspect of the tax system, especially for investors and property ow...

Byeng_admin31 Dec 2024
What Is Liquid Fund - Meaning, Risks, Returns & its Benefits
Mutual Funds Glossary|5 min

What Is Liquid Fund - Meaning, Risks, Returns & its Benefits

Liquid funds are one of the most popular types of debt funds, designed to provide investors with high liquidity and relatively stable returns. They are ideal to park surplus funds for shorter durations, offering easy money access with minimal risk...

Byeng_admin31 Dec 2024