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Sales charge
A charge added on to the price of a mutual fund when you buy it.
SEBI
Securities and Exchange Board of India established under
Securities and Exchange Board of India Act, 1992.
Sector funds
Funds that concentrate on one industry or sector of the
economy such as information technology , pharmaceuticals,
FMCG..etc. These funds tend to be more volatile than funds
holding a diversified portfolio of
securities in many industries, but may offer greater potential
returns. Avoid these types of funds unless you have a fair
amount of investment expertise and a higher risk appetite.
Securities
The holdings of a mutual fund,
such as stocks or bonds.
Stocks are securities representing ownership shares. Bonds
are securities representing a contractual debt obligation
of the issuer to repay the holder, with interest.
Shareholder
The owner of shares of stock or shares of a mutual
fund.
Shares
Units of ownership in a corporation or mutual fund. In a
mutual fund, the value of each unit
is calculated by dividing net assets
by the number of shares.
Sharpe Ratio
Statistical measure of a portfolio's historic "risk-adjusted"
performance. Calculated by dividing a fund's excess return
by the standard deviation of those returns. As a measure of
reward per unit of total risk, the higher the ratio, the better.
S & P 500 stocks (Standard & Poor’s Composite Index
of 500 stocks)
Market value-weighted index that measures
stock market price movements, based on the aggregate performance
of 500 widely held common stocks.
Standard Deviation
Statistical measure of the historic volatility of a portfolio.
It measures the dispersion of a fund's periodic returns (often
based on 36 months of monthly returns). The wider the dispersions,
the larger the standard deviation and the higher the risk.
Stocks
A share of stock represents ownership, or equity, in a corporation.
When a company needs money to grow and expand, it may sell
part of its ownership to the public in the form of shares
of stock. In exchange for the money received from the sale,
the company gives shareholders
a portion of its future profits, as well as a measure of its
decision-making power. These securities generally have the
most potential for capital appreciation, but their rights
are subordinated in the event of a company liquidation or
bankruptcy.
Switching
Transferring your investment from one scheme to another.
Systematic Investment Plan (SIP)
A Systematic
Investment Plan allows an investor to automatically buy
shares or units according to a schedule the investor creates.
It allows the investor to use the rupee
cost averaging investment strategy.
Systematic Withdrawal Plan (SWP)
A Systematic
Withdrawal Plan permits the investor to receive regular
payments of a fixed amount from his investment in a mutual
fund scheme on a periodic basis. Retirees in need of a
regular income often opt for this.
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