Assets Under Management (AUM)
Investorline Concept Clarifier – AUM Assets Under Management (AUM) represents the money which is managed by a mutual fund in a scheme. Adding AUMs for all schemes of a fund house…
Fund of Funds
Fund of Funds These are funds which do not directly invest in stocks and shares but invest in units of other mutual funds which they feel will perform well and…
Contra Funds
Contra Funds can be said to be following a Value investing approach. For example, when interest rates rise, people defer their purchases as the cost of borrowing increases. This affects…
Equity Linked Savings Schemes (ELSS)
ELSS Equity Linked Savings Schemes (ELSS) are equity schemes, where investors get tax benefit upto Rs. 1 Lakh under section 80C of the Income Tax Act. These are open ended…
Growth Funds – Concept of Growth and Value Investing
Growth Schemes Growth schemes invest in those stocks of those companies whose profits are expected to grow at a higher than average rate. For example, telecom sector is a growth…
International Equities Fund
International Equities Fund This is a type of fund which invests in stocks of companies outside India. This can be a Fund of Fund, whereby, we invest in one fund,…
What is P/E Ratio Fund?
P/ E Ratio Fund A fund which invests in stocks based upon their P/E ratios. Thus when a stock is trading at a historically low P/E multiple, the fund will…
Arbitrage Funds Vs. Multicap Funds Vs. Quant Funds
OTHER EQUITY SCHEMES : Arbitrage Funds These invest simultaneously in the cash and the derivatives market and take advantage of the price differential of a stock and derivatives by taking…
What are Sectoral funds
WHAT ARE SECTORAL FUNDS? Funds that invest in stocks from a single sector or related sectors are called Sectoral funds. Examples of such funds are IT Funds, Pharma Funds, Infrastructure…
What are Midcap Funds
WHAT ARE MIDCAP FUNDS? After largecap funds come the midcap funds, which invest in stocks belonging to the mid cap segment of the market. Many of these midcaps are said…