Assets Under Management in Mutual Funds: What It Means for Investors
When researching mutual funds, you would likely have seen the word AUM pop up here and there. AUM stands for Assets Under Management, which is the total market value of…
Open Ended and Closed Ended Mutual Funds – The Key Differences
Mutual funds are versatile investment vehicles that can be classified into various types based on a range of criteria. On the basis of underlying assets, they can be classified into…
How to Start a Mutual Fund Portfolio
Over the last decade or so, more and more investors have realised the power of mutual funds as an investment option. In August 2024, the mutual fund industry recorded over…
Multi-Cap Funds vs Flexi-Cap Funds: Which is Better for You?
When it comes to building wealth, one of the most attractive options available to investors is investing in equity mutual fund schemes. While these funds carry higher risks, they can…
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…